Investors who have had, or still have, their own businesses often feel more comfortable about investing in another business. The business may be in need of capital to advance, or diversify or the owners may prefer an out-right sale. The owners of another business may be interested in diluting their equity so as to advance their business or sell their equity completely to fulfill other needs or wishes, such as retirement.
Whether buying or selling the transaction can be a roller coaster emotionally and needs great care in negotiating, receiving good legal advice and checking out the other party.
Heywood Advisory fulfills the following roles:
The search for and evaluation of suitable investments
Carrying out due diligence and investigation of such investments
Negotiation for, or with, clients on a transaction
Monitoring the performance of the investment
Involvement, where requested, in the management of the business
Advising clients of the international tax implications of their investment
Negotiation of any exit strategy required and the potential for such
Such investments are usually of a reasonable size so as to be economically effective.
Inevitably in such a more complex framework Heywood Advisory has to be very clear with the client as to the responsibilities. A clear agreement is therefore necessary to define Heywood Advisoryís role and limitations as to liability. If any directorship role is required then we would be at lengths to conform to the Delaware Supreme Court Guidance for Director Independence and in maintaining our armís length and professional relationship with the client.