
There are two (2) basic ways Business Intermediaries and M&A
Managers in our business manage the business of Buying and/or Selling
a Business. One way is called the “Inventory Method” and
the other is called the “M&A Method.”
For Business Owners who want to sell their business, many of our
Clients have owned and invested their lives in their business for
10, 20, 30+ years. Selling their business is, in many cases, the
most important business decision they make. Often the business owner
is the business and the business is the business owner. And, on a
personal note, the Price, Terms, and Conditions associated with the
sale of their business will impact the quality of their life as they
plan to retire or purchase another business. We have the utmost respect
for the trust a business owner puts in us when you retain us to sell
your business. We suggest that the way we represent you and the plan
we put together with your input, is an important consideration. Please
note the “Inventory Method” compared to the “M&A
Method” comments below.
For people or companies that would like The CDI Group to assist
them in buying one or more businesses, your understanding and consideration
of the “Inventory Method” compared to the “M&A
Method” is also important. For many CDI “Buy-Side” Clients,
we are helping them purchase their 1st business. In other cases,
the CDI “Buy-Side” Client in on the way, or has already
built a successful business. Now they want to continue growing their
business by having The CDI Group assist them in buying another business
for the 1st time. We have a well thought-out, deliberate plan
designed to Create Success for both our “Buy-Side” Clients and
our “Sell-Side” Clients. Please note the “Inventory
Method” compared to the “M&A Method” comments
below.
We would like to take a minute of your time to explain the difference
between the two Methods so you can decide if your would like to
consider the possibility of working with us, and we with you.
The “Inventory Method” is where the Business Intermediary
or the M&A Manager believes the best way to do business is to
get as many Listings as possible (like your business or company),
post those Listings to a few Websites and wait for Buyers to find
their Website Listings and call the Business Intermediary or the
M&A Manager. We will not comment further on the “Inventory
Method” (unless asked to in a personal meeting) but we do want
to share that while the “Inventory Method” may be fine
for some people, it is not the way we choose to do business.
At The CDI Group, we subscribe to the “M&A Method.” We
do so because by nature, we are pro-active people and we believe
the “M&A
Method” helps Create Success for our Clients, rather than hope
for it. The “M&A Method” is used by the M&A Firms
that deal only with businesses and companies that generate Revenue
of $100 million or more. Many CDI Professionals come from the “M&A
Method” world, and believe it is the best way to Create Success
for CDI Clients, regardless of the Revenue you generate. The “M&A
Method” is a fully integrated program designed to have the
greatest chance of Creating Success for CDI Clients. It is a very
deliberate process that requires that we and our Clients work closely
together at different stages of the Marketing and Selling a business/company,
or Buying a business or company.
We bring the “M&A Method” benefits to our CDI
Clients regardless of your Revenue size, # of employees, etc. once
we decide to do business with each other.
We suggest you do two (2) things at this stage of your learning
about CDI:
- Click on Mergers, Acquisitions, Divestitures to learn a little
more about the “M&A Process.”
- If what you read makes sense to you, Click
here if you would like to arrange for a free, confidential,
no-obligation consultation, or call 703-754-8829.

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