Transaction Readiness

It is never too early to start preparing for the sale of a business. The further in advance owners begin preparing for their sale, the greater the likelihood they receive maximum value and achieve a successful close. Our transaction readiness services take your business through the complete transaction process up until the marketing and execution phase of a sale. The following is a list of services offered as part of this process:

  • Financial Model

  • Valuation Analysis and Report

  • Preparation of Marketing Materials Including a Confidential Information Memorandum (CIM)

 
  • Market Scoping of Potential Strategic and Financial Buyers

  • Operational and Value Drivers Scorecard