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11516 W. 183rd St.

, NW
MARTIN D. STANISZEWSKI
CPA, CVA, MBA, MST Orland Park, IL 60467
www.allianceaccountingsales.com phone: 708.478.3336
mstan@allianceaccountingsales.com fax: 708.478.3046

The Alliance Sales Process


We work with each individual client to find the right purchaser at the best price and terms. We visit each firm
we represent, reviewing its operation, its financial results, and its future potential in order to arrive at the best
possible offering price and best possible purchaser.

It has been our experience that in some circumstances it may make not be advantageous to take the highest of-
fer. Factors such as the structure of the deal, the reputation and fit of the buyer and the post-transaction consult-
ing arrangements all must be considered in evaluating an offer.

Buyers are screened and qualified, then personally introduced to you. All offers are negotiated by us and we
oversee every aspect of the closing process.

Before we market your practice we meet with you to assess your needs, review your practice and help you
establish an appropriate value for your practice. The market is very active, and the old rule of thumb valua-
tions are no longer adequate. Without this review you could either set too low of a price and not realize the full
potential of your practice, or set the price unrealistically high and delay or circumvent the sale.

Note: You will receive an informal valuation when you list your practice with Alliance. The informal valuation
will be performed by Mr. Staniszewski, who is a Certified Valuation Analyst (CVA)

Our marketing efforts include regional advertising, direct mail and telemarketing follow up. We have a large da-
tabase of qualified buyers in your area. Each prospect is first pre-qualified to establish that they have the neces-
sary financial resources and technical background to be a viable purchaser.

Confidentiality is foremost in all of our contacts and transactions. Before we release any information or
even your firm name, we obtain non-disclosure agreements with each of our prospects. All contacts with your
office are very discrete. Once we agree to market your practice we prepare offering information to best present
your practice to the market, with information on practice mix, your community, fee structures and the type of
purchaser we are looking for. Confidentiality is extremely important. We understand that most of our clients
do not want other practice owners in their community know that that his/her practice is up for sale.

Once we have established that we have bona-fide candidates to purchase your practice, we then arrange for
interviews so we can introduce the prospects to you. This is not only for the prospects to see your practice,
but for you to assess the personality and traits of the potential purchasers to determine how well you feel your
clients and employees will make the transition to this person.

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I NTERMEDIARY & C O N S U LT I N G S E RV I C E S
Copyrighted 2008 Alliance Accounting Sales - MARTIN D. STANISZEWSKI. All Rights Reserved.

http://www.allianceaccountingsales.com
11516 W. 183rd St., NW
MARTIN D. STANISZEWSKI
CPA, CVA, MBA, MST Orland Park, IL 60467
www.allianceaccountingsales.com phone: 708.478.3336
mstan@allianceaccountingsales.com fax: 708.478.3046

We work with you throughout the negotiation process, to insure you get the best price and terms. First
draft documents are furnished for your use, and we follow up on all contract contingencies so nothing is left to
chance. Our philosophy is that the more serious buyers there are in the process, the higher probability that the
seller obtains the best price, structure and buyer (personality etc.)

We maintain a close working relationship with several lending sources. We assist buyers in the loan ap-
plication and structuring, maintain contact with the lending development officer, and have direct contact with
their underwriter and loan packager. When documents or additional information are needed, they communicate
directly with us to expedite the process.

Nothing is left to chance in your transaction. Once we have a deal signed, we work with you to clear any con-
tingencies and set up escrow. We follow through on all escrow issues, title searches, document preparation and
signing, ascertain that all funds have been deposited and disbursed. This attention to detail is what keeps your
transaction on track and intact, with no surprises, delays or disappointments.

We work with the purchaser to obtain financing, and walk you through the entire closing process. Once the sale
is concluded, we offer insights into the transition process to assure it goes smoothly.

I NTERMEDIARY & C O N S U LT I N G S E RV I C E S
Copyrighted 2008 Alliance Accounting Sales - MARTIN D. STANISZEWSKI. All Rights Reserved.

http://www.allianceaccountingsales.com

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