M&A Buyer's Rep for Biz Acquisitions
Expert guidance for Growth through Acquisitions
We are the Professional Buyer Representation on Small Biz Acquisitions up to Lower-Mid-Cap Companies
If you are looking to Sell your Biz, contact us & we will assist in getting you represented properly
INDUSTRIES WE WORK IN
Construction & Trades
Commercial & Residential Services
Food & Beverage
Healthcare
Technology
BUSINESS VALUATIONS
Contact Us
Get an professional valuation on your business to understand your current value, growth potential, profitability, and sustainability.
About BIZVESTOR ADVISORY
Experienced M&A Advisory
BizVestor Advisory LLC extensive business experience spans a diverse range of sectors, which includes businesses, and commercial real estate. Its Founder, David Glanville, has a unique blend of analytical rigor and creative thinking allows him to navigate even the most complex deals with precision, offering clients strategic insights to maximize value and minimize risk.
David holds an accounting degree from Manhattan University (formerly Manhattan College) and has further advanced his expertise with studies in mergers and acquisitions at Kennesaw State University's Michael J. Coles College of Business, and he is a Certified Mergers and Acquisitions Professional (CM&AP). He is also a Certified Mediator, all skills that significantly enhance his ability to structure operational documentation, problem solve, and add value to companies. In addition, he is a Licensed Real Estate Broker, and an Accredited Senior Business Broker.
With his deep industry experience, strong financial acumen, and innovative problem-solving abilities, David Glanville is a trusted advisor for clients navigating the dynamic business transaction and exiting landscape.
Business Acquisition Integrated Services
Commercial Real Estate Integrated Services
BizVestor Advisory LLC works with qualified buyers seeking opportunities that include both a business and its associated commercial property. Our integrated advisory approach helps investors and business acquirers evaluate the full value of an acquisition—both the operating business and the real estate that supports it.
Through our experience in commercial real estate, we identify and structure transactions that combine business cash flow with long-term property appreciation potential.
With BizVestor Advisory, buyers gain a strategic advantage—a single advisory relationship that understands both the business and the property sides of the deal.
Find Your Ideal Business Today
Contact us to schedule a consultation with our founder & business advisor and start the search for your ideal business.
From New York to Florida & beyond - biz acquisitions. First time buyers & biz owners are welcome.
Unlock Your Biz Acquisition Success with BIZVESTOR ADVISORY
BUYER REPRESENTATION: RESPONSIBILITIES & DUE DILIGENCE OUTLINE
I. Overview of Buyer Representation
Buyer Representation means acting in the best interests of the buyer throughout the acquisition process.
The representative (advisor, consultant, or intermediary) provides strategic guidance, evaluation, negotiation, and coordination to protect the buyer’s investment and minimize risks.
II. Core Responsibilities of Buyer Representation
1. Client Engagement & Needs Analysis
- Define buyer’s acquisition goals (industry, size, geography, EBITDA range, etc.)
- Assess financial capability and funding sources (cash, SBA loan, investor capital)
- Establish acquisition criteria and target profiles
- Sign Buyer Representation Agreement and Non-Disclosure Agreement (NDA)
2. Search & Deal Sourcing
- Identify potential acquisition targets (on-market and off-market)
- Coordinate with brokers, platforms (e.g., BizBuySell, Axial), and direct outreach
- Screen and shortlist businesses that meet the client’s criteria
- Maintain confidentiality throughout the search process
3. Preliminary Deal Analysis
- Review business summaries (CIMs/SIMs)
- Conduct preliminary valuation using key metrics (SDE, EBITDA multiples, comps)
- Identify red flags early (revenue concentration, lease issues, litigation risk)
- Advise on which opportunities warrant deeper due diligence
4. Negotiation Support
- Draft and submit LOIs (Letter of Intent)
- Negotiate terms: price, structure, earn-outs, seller financing, working capital
- Coordinate with legal and financial professionals during term sheet review
- Maintain buyer leverage while ensuring goodwill with the seller
5. Due Diligence Coordination
- Create a due diligence checklist and timeline
- Coordinate data requests with the seller or broker
- Manage professional advisors (CPA, attorney, lender, inspector, appraiser)
- Interpret findings for business implications (not just financial)
6. Financing Support
- Assist in obtaining financing options (SBA, conventional, private equity)
- Coordinate lender requirements and documentation
- Evaluate debt service coverage ratios (DSCR) and return on investment
7. Transaction Management
- Ensure due diligence milestones are met
- Monitor legal, accounting, and operational deliverables
- Review closing documents for accuracy and completeness
- Facilitate smooth transition to post-closing
8. Post-Closing Advisory
- Develop transition and integration plan
- Advise on key management retention and continuity
- Review performance benchmarks (first 90 days)
- Provide ongoing strategic consulting if applicable
III. Due Diligence: Phases & Key Focus Areas
1. Preliminary Due Diligence (Pre-LOI)
- Review summary financials and business overview
- Assess owner involvement, management depth, and key staff
- Review customer and supplier dependency
- Verify gross and net margins for reasonableness
2. Financial Due Diligence
- Verify income statements, balance sheets, and cash flow
- Reconcile tax returns vs. P&L
- Normalize earnings (add-backs, one-time expenses)
- Review AR/AP aging, debt obligations, and inventory accuracy
- Evaluate working capital needs
3. Operational Due Diligence
- Assess production processes, systems, and workflow
- Review supplier contracts and pricing terms
- Examine key employee roles, turnover rates, and compensation
- Evaluate technology stack and operational software
- Inspect physical assets and facility leases
4. Legal Due Diligence
- Verify entity structure and ownership
- Review all contracts (leases, vendor, customer, franchise, employment)
- Identify pending litigation, liens, or regulatory issues
- Review intellectual property rights (trademarks, patents)
- Ensure proper business licenses and permits
5. Market & Competitive Due Diligence
- Assess local and industry competition
- Evaluate market trends and growth potential
- Review customer demographics and concentration
- Identify regulatory or technological threats
6. Environmental & Real Estate Due Diligence (if applicable)
- Review property lease or deed terms
- Conduct Phase I environmental site assessment (for real estate)
- Check for code violations or environmental compliance issues
7. Tax & Compliance Review
- Review past tax filings for accuracy and timeliness
- Ensure compliance with payroll, sales tax, and state requirements
- Identify potential tax liabilities or benefits
8. Transition Due Diligence
- Assess seller’s willingness and capacity for transition support
- Evaluate key staff retention agreements
- Develop a detailed post-closing handover plan
IV. Documentation and Deliverables
- Buyer Representation Agreement (BRA)
- Non-Disclosure Agreement (NDA)
- Target Acquisition Criteria Sheet
- Deal Screening Report
- LOI Template
- Due Diligence Checklist
- Valuation Summary
- Closing Checklist
- Transition Plan
V. Buyer Representation Ethics & Compliance
- Maintain strict confidentiality and fiduciary duty to the buyer
- Disclose conflicts of interest (dual agency, referral fees, etc.)
- Ensure transparency in compensation (retainers, success fees, etc.)
- Avoid providing legal/tax advice beyond advisory scope
- Collaborate with licensed professionals as needed
Core Beliefs
FAMILY
- We believe that family and community are among the most important baselines of any organization. We believe in volunteerism and giving back to the community. We support Tunnels 2 Towers in service to first responders and veterans to help tell their stories and support their families.
FAITH
- Political correctness be damned. We are who we are and have what we have because of a greater good. We might call that greater good by different names…but faith is an integral part of who we are. We operate our business with values, ethics and integrity and expect our clients to do the same.
FORWARD THINKING
- We aren’t here to kiss your ass and make you feel good. We are here to help you acquire businesses. We will challenge you. We will call into question what you perceive to be conventional wisdom. We will be candid and uncensored. If something doesn’t work, we’ll tell you and we’ll help you fix it. We aren’t going into business with you and your company to be your friends – we’re going into business to be your partners and to help your company acquisitions thrive. The fact that our teams end up sharing beers or bourbon to celebrate the wins we’ll help you bring is simply the icing on the cake.
Contact Us
We strive to stay in communication with our clients. Have a question about how we can match your specific needs? Send us a message, or give us a call. We're always happy to meet new clients!
Hours
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Certifications & Memberships
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