Acquisition of Companies - Acquiring Customer Databases - Tuck-In

We refer to the acquisition of databases from a company in the marketplace as a tuck-in strategy. It is an extremely effective approach to developing a broader base of customers at a very low cost per customer. There are two basic types of acquisition, one is an asset-based purchase where you want to acquire the entire operation and the second is the database only (the tuck-In). Both can be effective but the tuck-in is very low cost and has an exceptional ROI. Learn the details and use the tools inside this area to facilitate the strategy in your market to grow your business and profitability.

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Acquisition Strategy Details Step by Step

Read this material to learn about different valuation methods in order to acquire companies. Tuck-in strategy is a great marketing platform, but occasionally a quality form may come up, and being prepared to acquire them is always a positive for any growth oriented firm.

Acquisition Valuation Method and Tool

Use this template to value a company both large and small. The financial models can be used to value based on customer base or an asset purchase.

Acquisition Step by Step Checklist

This tool gives you a detailed step-by-step checklist to use to help manage any acquisition

Acquisition Letter to Market SIC Code 1711 to Buy

Use this letter to edit and make specific to your company strategy how to target SIC code 1711 companies -- to have lunch or determine if there is an acquisition to be made.

Acquisition Letter of Intent

Use this template to craft a letter of intent. Each deal is different so customize based on the elements included in the letter, be sure to limit the offer to a timing term.

Acquisition - Full Business Evaluation Questioning Template

This is an extremely detailed evaluation tool designed to prompt you with questions in a full scale evaluation of what work and capital needs to be invested should you acquire an asset-based company. This could be a satellite or a geographic location.

32 Page Document

Acquisition Tuck-in Action Plan Template Blank

Fill out the blank template to make your own acquisition to do list -- sealing the deal with speed and efficacy.

1 Page Document

Acquisition Tuck-in Process - Letters to New Customers Acquired

Use this to understand the process. Also enclosed are market letters and telemarketing scripts for reaching out to newly acquired customer databases.

4 Page Document

Asset Purchase Agreement Example

Utilize this as a template to define your terms for asset purchase only. It is not a final agreement without you having your attorney review and adapt to your state. Terms can change, such as a percentage payout each year, or a flat purchase price. Review liabilities to be sure none are in your purchaser's agreement.

12 Page Document