M&A Sell-Side advisory

You’ve spent your life building your business and the time has come to move on to the next phase of life. Whether you’re a business owner that’s buying or selling, the M&A process is difficult, and owners are faced with a myriad of unexpected financial and non-financial challenges when the time comes. From assisting clients navigate family complexities, assisting with the selection of service providers to providing insightful guidance during the process, we have the experience to help you, the business owner, navigate through extreme complexity with minimal disruption to your business. Our “Exit Ready” service provides you with an interim CFO level service made specifically for helping the business owner get through a transaction. Here are some examples of the features that this service offers:

• Helping the current controller or CFO identify GAAP departures and correct them.
• Calculating adjusted EBITDA.
• Investment banking process support. Preparation of financials to be used in the CIM, teaser and other materials.
• Financial due diligence support.
• Documenting internal controls, identifying weaknesses and remediating them.
• Streamlining the financial reporting and board presentation package.
• Audit readiness and assistance with managing the audit process.