What We DO
With over a decade of experience, The CBB Group, Inc. is a Mergers & Acquisition firm specializing in the lower middle market. Our proprietary processes provide our clients with a superior model for achieving success. We accomplish this by building a position of strength for your company and then making a market to maximize your value. We work with you from start to finish. Major milestones include:
Defining your Mission and Objectives
Building your companies position of strength by creating a unique offering memorandum.
Using our proprietary process to build a market for your company.
Managing the due diligence process
Using our time tested closing process; we manage the closing process including working with all the attorneys on the Purchase and Sale agreement through to closing.
Help you manage the post closing activities.
OUR ONLY GOAL IS YOUR SUCCESS
At The CBB Group we realize that you are placing your financial future and retirement in our hands and we take that responsibility seriously. We know that it has taken, in some cases the work of a life time to build a company. You deserve a team of seasoned professionals that will not only find you the best financial offer, but a buyer that will take your company to the next level and treat your employees and customers with the same standards that you have built your company on.
Your success is our only goal. Planning an exit strategy is as important as executing the strategy. If possible we suggest that you start an exit strategy two to three years in advance. Understanding these steps are important to maximizing not only your companies value in the market but the amount of that value that you will be allowed to keep. We work with other advisors (Attorneys, CPA’s & Wealth Management) in a team environment to ensure your success. We educate you on the process of selling your business so that you can make the right decisions for your future and your companies as well.
The CBB Group understands the significance of confidentiality to ensure a smooth continuation of business during the selling process. We market your company without the employees, customers or competitors knowing that it is for sale. The business identity, customers, markets, financial history and current financial condition are held in strict confidence and never revealed without properly qualifying a potential buyer as to their background and financial ability. We know that this is most likely the first time that you have been involved with selling a company and as a result of The CBB Group’s decade of mergers and acquisitions experience we have built process and guidelines that help you all the way through this process.
As a Senior Investment Banker and Mergers & Acquisition Advisor, Brent Freeman brings 30 years of Senior Management experience in the Financial Services industry to The CBB Group, Inc. Prior to joining the firm, Mr. Freeman served as Chief Operating Office for NestWorth Inc., a closely held real estate investment company located in San Francisco California. Mr. Freeman has held Senior Management level positions at Bank of America, ITT, GMAC and GE Capital. Having served on acquisition teams of Bank of America, GMAC and having personally bought, built and sold several business, Mr. Freeman brings his extensive personal, corporate experience and expertise to the purchase and sale of middle market business interests.
Education: BS in Business from Arizona State University, Walter P. Carey School of Business.
Established Businesses For Sale