Proforma (Internal)

2020 Directory of Sales and Marketing Resources

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6 Strategic Advisors Positioning & Branding Vendor Support Earn More New Customers Sell More to Your Current Customers Team 400 Pillars Club & Million Dollar Club Mergers & Acquisitions Post-Prospecting Tools and Resources Earn Out Flyer M&A Kit The M&A Prospecting Kit The M&A Earn Out Flyer is designed to help a prospect understand an earn out; what it is, how it works and why it is a viable option when selling their business. Use this sell sheet when you're meeting with prospects and negotiating an agreement. This kit contains all the materials you will need to complete an acquisition, including: a sample letter to send to potential prospects, tips on building relationships, pipeline worksheets, confidentiality agreement, due diligence check list and a copy of the purchase agreement. This was designed to bring to your first meeting with a potential prospect to show them the power of Proforma and introduce them to our M&A program. The kit consists of: • Presentation Folder • M&A Brochure • Closed Deals Flyer • Letter from Greg and Vera • Due Diligence Flyer • Confidentiality Agreement ITEM AVAILABILITY CUSTOMIZATION QTY. SHIP M&A EARN OUT FLYER AVAILABLE TO ORDER 24/7 ON THE OWNER STORE. NONE 25 / PACK DAILY M&A PROSPECTING KIT AVAILABLE TO ORDER 24/7 ON THE OWNER STORE. NONE 10 / PACK DAILY *Orders placed by 2:00 ET will ship same business day Pillars Club & Million Dollar Club Flyers / Email Templates Consultative Services These were designed for Proforma Owners to send to prospects as a creative way to get you in the door. We have created eight unique templates in two different formats – printed or digital. Choose from a variety of designs to suit your specific needs. Benefit from the support of Consultative Services in negotiation, due diligence and deal structure. Discuss supplemental sources of leads, identify opportunities, create an appropriate post-acquisition integration and more to ensure that your M&A transaction goes smoothly. If you have any questions regarding M&A collateral or would like to participate in the M&A Program, please contact dboyer@proforma.com. The Qualification Guide This six-page guide contains valuable M&A materials, including: questions to ask potential prospects, a tear-away confidentiality agreement, note sections, a definition of an earn out, worksheets to figure out their gross profit margins, payment to Sales Representatives and more. Start using this tool at your first meeting with a potential prospect through deal closure!

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