Case Study: When the Buyer Calls First – Readiness for an Unsolicited Offer

Owner Readiness | Southeast U.S. | Sale In Process

The Opportunity

A regional operator with four auto body shops had been approached by a national buyer but wasn’t sure if the offer made sense—or if the business was even sale-ready.

Our Role

We ran a targeted readiness diagnostic and cleanup:

✔️ Business Assessment
Evaluated leases, payroll, liabilities, and financial records to determine red flags and deal blockers.

✔️ Valuation Adjustments
Identified real estate value and adjusted gross margins that were not reflected in the initial offer.

✔️ Negotiation Support
Provided materials and context that allowed the owner to push back and renegotiate on valuation and terms.

The Outcome

With better financial clarity and documentation, the seller is now pursuing a higher valuation and is in active diligence. Deal is tracking for close in Q3 2025.

Snapshot

Sector: Auto Body Repair
Client Type: Regional Operator
Our Work: Seller Diagnostic · Valuation Support · Cleanup & Negotiation Prep