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GEORGE & COMPANY
65 James Street
Worcester, MA 01603 USA
T: (508) 753-1400
F: (508) 799-9544

At George & Company, our services include a wide variety of necessary mergers and acquisitions skills. It is our goal to guide our clients through all aspects of business transactions. The key to this is a strong bond of confidence and trust. Our many services allows us to meet the various needs of our clients. The most important thing to us is to help our clients achieve their business goals.

A Full Range of Services…

All the pieces fitting together.At George & Company, we like to consider ourselves a one-stop-shop. To learn more about each of our services, use our page menu to the left.

Knowledge is power. Our George and Company team of eleven well-trained professionals has over 140 years of combined experience in the mergers and acquisitions field. In addition, we believe in the continuing education of all our staff. Because of this, we have been able to help facilitate mergers and acquisitions on the global scale. This has included transactions worth billions of dollars. Learn more about our process, our fees, and our litigation support as legal experts below.

The George & Co Process

Merger and Acquisition, George and Company, Worcester, MA, Our Mergers and Acquisition ProcessOur process offers a comprehensive list of business services that are unique and tailored to each of our clients. No two businesses are the same, and we base our services on that principle.

We begin our process by collecting all the necessary data from your business. These include financial documents, employee records, and any other relevant information. We analyze this data carefully and assign your business a valuation range.

We will sit down with you and discuss the terms of the deal and tax structure based upon our collected data and valuation. Together, we will create a marketing strategy that will help to sell your business quickly and effectively.

Before moving forward to sell your company, we will create a confidentiality business review. Confidentiality is an important part of the entire process. Since each plan is unique as each business, we want to keep our marketing plans confidential. Your confidence and trust in our company is essential to creating a successful business deal.

Finally, we will work diligently to find the best deal for your company and sell it for the best possible price.

Our Fee Structures

balancing the scalesYour business is completely unique, and so will be your fees.  Our fee structure is very competitive with the marketplace and is custom tailored to each and every client.  Many of our fees are based upon a modified version of the Lehman Formula, a common compensation formula for merger and acquisition services as well as investment banking services.

George & Company M&A Fee Structures

Larger businesses usually have a fee structure that is based upon the increments of the total consideration of the sale. This is based on a sliding scale where the first million dollars in the selling price is awarded a higher percentage and each million after a lesser amount.

In M&A, Lehman is the prevailing fee structure for most private investment banks. This formula is typically based on a sliding scale where the first million dollars in selling price is awarded a higher percentage and each million thereafter a lesser amount. Many M&A firms will place a bottom percentage amount where each million is the same fee once that threshold has been attained.

At George and Company, we often apply a rising fee structure once the target price is reached. Most sellers are pleased to pay a somewhat higher fee on funds they didn’t think would be attainable. We don’t get paid until our job is successfully completed.

The end result is that all parties are working towards a common goal of getting the maximum price the market will bear under the most favorable terms. Because we do not charge a retainer fee, we must be absolutely confident that we can get the job done to accept the assignment. The client can be assured that if we accept the assignment, we will get the job done.

   We get paid when you get cashed out.

George & Company Business Brokers Fee Structures

Our success fees vary with the nature of each individual assignment. Our fees are very competitive with the M&A marketplace and indeed, are much more competitive when you consider that we do not charge a retainer.  Small Mom & Pop businesses are usually based on a flat percentage of the total selling price. Larger M&A deals are frequently based on the modified Lehman Formula mentioned above.

The Analysis of the Company

As is the case with all transactions at George & Company, each client business is structured to create a win/win situation. Before going to market, a careful analysis of the business is made and the results reported back to the potential client. Each option is explored and explained. Sometimes, it may not be in the client’s best interests to go to market at that particular time. We often make recommendations that will greatly enhance value and suggest waiting 6-12 months before marketing the company. Other times our opinion of value may differ from the owners or the board of directors.

In all cases however, George & Company and the client come to a mutual decision relative to an acceptable success fee. The end result is that all parties are working to a common goal of getting the maximum price the market will bear under the most favorable terms. Because we do not charge a retainer fee, we must be absolutely confident that we can get the job done to accept the assignment. The client can rest in the fact that, if we accept the assignment, we WILL get the job done.

Picking the Right Legal Experts

Expert Witness at a stand.We’re sure we don’t have to remind you that the people on your team are a direct reflection of you. The New England legal scene is provincial and it seems everyone knows everyone. Cases get settled to the satisfaction of the parties when credible valuation work is performed.

At George and Company we possess the expertise, qualifications, credentials and knowledge of the legal system to custom tailor reports to your needs.  Our staff of qualified appraisers is large enough to get the work done quickly and done right. Our central location in Worcester, MA makes us convenient to all New England states, but we have done plenty of appraisal work outside the area as well. We welcome your inquiries by phone or email.

Expert Testimony

Each company has its own values, and our statements and opinions in the courtroom reflect our expertise and knowledge of the field. We will never side one way or the other, and our expert testimony will always be unbiased. When it comes to our expert testimony services, ethics are very important to us. We want to provide the best expert testimony services while standing true to key business appraisal ethics.

We work to provide expert testimony services in cases ranging from:

  • Divorce
  • Shareholder or Stock Actions
  • Fraudulent Conveyance
  • Estate & Tax Issues
  • Purchase & Sale
  • Economic Damages

Our staff of highly trained business valuation professionals at George and Company stand ready to offer the highest level of litigation support and expert testimony.

Business Litigation Support

The staff of George & Company have been trained in the proper courtroom procedures to aid counsel in litigation support. Our testimony is clear, concise and accurate. Our presentation is designed to be understandable to a judge or jury that does not have a financial background. Counsel fear not!  George & Company are totally independent in its business appraisals and strives to be an advocate of its opinion, not the client. We enjoy nearly 100% stipulation of counsel for both sides for our status as experts in the appraisal of closely held companies. Regardless of what the case concerns, George & Company staff members are business valuation professionals, ready to offer the highest level of litigation support available in the marketplace.

   Learn more about the legal aspects of business valuation in this article.

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Contact us in complete confidence and let us know what services we can help you.

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