Kraft Enterprise Systems, an enterprise resource planning (ERP) consulting firm with more than 20 years of experience implementing business management solutions, recently sold its Nashville-based Microsoft Dynamics ERP practice with the help of RoseBiz Inc.’s consulting services for Mergers and Acquisitions.
Linda Rose, Founder and CEO of RoseBiz Inc., worked closely with the team at Kraft to ensure a smooth transaction process beginning with helping Kraft prepare the appropriate documents for the presentation to buyers, the marketing of the company to a variety of qualified buyers to assisting with the close of the deal.
“M&A for anyone is an extremely stressful time,” said Meredith Schultenover, Managing Director at Kraft. “Linda Rose was a combination of expert, coach, sounding board, and guardian angel, guiding me through a demanding, but successful experience. I highly recommend Linda and would absolutely use her services again, should the need arise.”
As an industry veteran in the tech sector and as a CPA, Rose was able to draw on her experience of successfully building and selling three businesses to prepare Kraft for sale to MorganFranklin Consulting, a leading management and technology advisory firm that specializes in solving complex transformational challenges for its clients.
“Linda is well-known in the industry and was able to quickly bring multiple buyers to the table” said Schultenover. “As we worked through due diligence preparation, her CPA skills were an excellent asset not just for me, but for the potential buyer, as she helped me prepare a clear and concise profile, financials, and projections for my company. This prep work helped the deal move quickly once we reached the LOI stage.”
Mergers and Acquisition activity is trending towards an all-time high in the technology services space. More than 40% of technology firm owners will retire in the next 7 years. Whether you are trying to sell your company now, or in the near-future, RoseBiz Inc., can help you prepare your business to get the highest valuation possible when you’re ready to sell.
Learn more in Linda Rose’s book Get Acquired for Millions