Selling Process

 


關於我們

iBOSS Premier顧問團

 

iBOSS Premier 注於非上市公司及中小企的買賣。由金融、會計、法律及營運等各方面的專才組成

業買賣隊伍人數超過100名。2014iBoss成功售出超200間公司,總值近 HK$1.92億。


 


 

ü介紹性的會面

有小冊內未能解答的疑問,你可以安排和我們的顧問會面,為你介紹有關詳情。

 

 

ü「企業招售」登記表

所有文件由「企業招售」登記表格開始,它會要求你提供所有對價值評估有重要影響的資料。我們的顧問亦會要求你提供財務賬目及其他文件。一切目的是為了令招售過程盡善盡美。

 

 

ü基準價值評估

基於不同的企業價值評估準則,企業的市場價值會被計算出來。我們會把這價值跟擁有人的意願作比較,然後得出企業招售的叫價。

 

 

ü業務營運總資料表
於所得到的資料及估價的結果,我們會製作專的企業資表作招售用途。
 

 

üIntroductory meeting

If there is something not clearly explained in our brochure, you may arrange a meeting with our consultants to introduce the details to you.

 

üCorporation-for-sale Registration Form

The documentation starts from a Seller’s Registration Form, which will require you to provide details crucial to the evaluation process. Our consultants will also request the provision of financial accounts and other documents. The purpose is to facilitate the sale.

 

üValuations Appraisals Benchmarking

Based on the Corporate Valuation Methodologies, the market value of the corporation will be calculated. We will then compare this value with the owner’s will to come up with the Calling Price.

 

üBusiness Profile
Based on the information and valuation, we will produce a professional business profile for marketing purpose.

 

ü保密原則

沒錯,我們會把訊息廣泛傳播,讓最大多數的買家獲悉有關消息,但同時維持保密原則。只有已經簽署保密協議(NDA)的買家才會準確知道哪一間公司正在放售,以及該公司的有關詳情。

 

ü直接行銷

擁有最龐大的顧問隊伍,我們有能力瞄準某個範疇或行業,直接聯絡有關買家。我們亦有全香港最有財力的一群投資者的聯繫網絡。

 

 

ü主動查詢的買家

作為具有知名度的買賣顧問,我們每天都會收到持續穩定的買家查詢。他們大都有能力隨時買入一所中型規模的企業。

 

üOn Confidential Basis

Yes we will market the information, let the message get reach to as much purchaser as possible, but at the same time maintain confidential status. Only purchaser who has signed Non Disclosure Agreement (NDA) will know exactly which company is on sale and the details.

 

üDirect marketing

With the greatest team of consultants, we have the capability to target certain sectors and industries and approach the purchasers directly. We also have access to the highest net worth investors in Hong Kong.

 

üWalk-in Purchasers

As a well known broker firm, we receive a regular stream of purchasers everyday. Most of them are ready to purchase a medium-sized enterprise anytime.

 

 

潛在買家

同行
其他行業的商家
個人/專業投資者
海外買家
其他富有的香港人 
 
The Potential Purchasers
Same industry businessman
Businessman from other industries
Investors
Overseas buyers
Other rich HK people

 

 

ü查詢更深入的資料

有時候登記表格及企業資料表的資料未必能夠解答買家的所有問題。我們會協助解答所有跟進查詢。

 

 

ü議價

一般來說,令買家感覺自己在交易當中取得便宜是一種明智的做法。所以,起始叫價必須預留議價空間。

 

 

ü附加條款
有幾百單交易作為基礎,我們的標準買賣協議(SPA)經實戰證明為有能力處理大部份的情況和個案。話雖如此,買家在交易中要求附加條款也正常不過的事情。

 

üRequest of additional information

Sometimes the information obtained previously in the Seller Form and Business Profile may not answer all questions the purchaser may raise. We will facilitate the handling of follow-up enquires.

 

 

üNegotiating Price

It is advisable to let the purchaser think the deal is a bargain. Therefore, initial Calling Price should always allow room for discussion.

 

 

üAdditional Terms and Conditions
With experience in handling hundreds of deals, our standard Sale and Purchase Agreement (SPA) has the proven ability to cover most situations and cases. Nevertheless, it is not unusual that a purchaser may request additional terms in a particular deal.

ü臨時買賣合約

賣方及買方將會簽署臨時買賣合約,而買方將會就交易繳付訂金。雖然相對來說較簡短,臨時買賣合約本身是一份獨立及有效的買賣協議,所有主要的買賣條款已經在這份協議訂立。買賣本身來說經塵埃落定,除了部份先決條件要在後來得到滿足。

 

 

ü盡職調查(DD)
iBoss顧問就有為交易進行盡職調查的能力,包括會計盡職調查(會計DD,包括財務報表、管理人賬目、資產及存貨列表的真實性)及法律盡職調(法律DD,包括法定及實益擁有權、重要合約、租務、僱員合約、責任及債務等)。然而,如果一單交易金額大於HK$2,000萬及客戶要求,我們可以聘用合資格的律師事務所和會計師樓進行DD

 

ü最後籌備工作

賣方以及企業有需要開始籌備售盤的最後程序,例如準備轉讓股份及董事長職位等文件、租務安排等。雖然企業的日常運作將會大致上維持不變,最理想的做法是非常小心地向員工、供應商和其他主要業務夥伴介紹新董事的加入。另外,最好把所有重要的營運文件有系統地整理,為買家的接手作周全準備。

 

 

ü正式買賣合(SPA)
在所有先決條件及籌備工作完全後,賣方及買方會簽署一份全面而且具有份量,由iBoss顧問草擬的正式買賣合約(SPA),所有的買賣細節將會在合約詳列。補充性的法律文件亦可能同時簽署。買方會完成所有付款,而雙方將會確實訂立正式接手日。對於大部份HK$2,000萬以下的交易,是沒有需要聘用律師事務所的。

 

üPreliminary Agreement

Seller and Purchaser shall sign the Preliminary Sale and Purchase Agreement, while the Purchaser shall make a deposit of the Purchase. Despite being relatively brief, the Preliminary Agreement itself is a standalone and fully effective agreement, with all primary terms and conditions set in this Agreement. The Sale itself is effectual with the signing of this Agreement, subject to certain condition precedents.

 

 

üDue Diligence (DD)
iBoss consultants have the capability to perform Accounting Due Diligence (Accounting DD, regarding the validity of the Financial Statements, current Management Accounts, asset and inventory lists) and Legal Due Diligence (Legal DD, regarding the legal and beneficiary ownership, important contracts, leasing, staff contracts, encumbrances, etc.) in respect of a sale. Nevertheless, if the transaction price of a deal is more than HK$20m and if our clients so request, qualified law firm and accounting firm may be hired to perform the DD.

 

üFinal Preparation

The Seller and the corporation will have to start working on the final steps of the sale, such as preparing the transfer of shares and directorship, and leasing matter if necessary. Whilst most operation aspects of a corporation shall remain unchanged, it may be prudent to notify the staff, suppliers and other major business partners, in a careful manner of course. It may also be necessary to arrange the important documents in a systematic manner, in preparation for hand over to the purchaser.

 

 

üFormal Sale and Purchase Agreement
Subsequent to the fulfillment of all condition precedents and preparation works, the Seller and Purchaser shall sign a Formal Sale and Purchase Agreement (SPA) to be drafted by iBoss consultants, which will be at full length listing all details of a sale. Supplementary legal documents may also be signed. The purchaser shall make the complete payment and the Official Hand-over Date will be set. Usually for deals below HK$20m it is not necessary to retain an external law firm.

 

 

ü股份及資產轉讓

股份轉讓日可能和正式接手日不是同一天。賣方亦要確保列在資產及存貨表上的資產在正式接手日前已經齊備及準備妥當。

 

 

ü正式接手日

責任放手給買家的一天。所有資產的業權將會轉移給買家。由這天開始,利潤、損失及稅務將歸買家所有。因此,買家應該在這天開始營運自己的生意。

 

 

ü訓練交接期

賣方可能會自己或由管理人提供以星期計或月計的訓練,目的是確保買家的營運能力達到一定水平。

 

üTransfer of Shares and Assets

Theshares transfer day may or may not be on the Official Hand-over day. The Seller also have to make sure the assets listed in the asset and inventory lists are present and ready on the Official Hand-over day.

 

 

üOfficial Hand-over Day

The cut-off date when all responsibilities are passed to the purchaser. The proprietary interest of all assets are passed to the purchaser. Starting from this day, the profit and loss and tax belong to the purchaser. Therefore, the purchaser shall start to run his/her own business.

 

 

üTraining  Period

The Seller may provide weeks or months of training himself/herself or by a manager. The purpose is to ensure the purchaser reaches operational ability.