Pre-Deal
Set the stage for the company you’re bringing to market:
- Secure operational wins by scouting for synergies that boost performance
- Proforma adjustments to maximize deal value
- Evaluate your game plan and scenario plan through proactive succession planning and net proceeds analysis
- Gain insight into what your businessis worth with valuations, including intangible assets and fair market value of common stock
- Enhance buyer confidence in accurate financial reporting, robust IT security and dependable compliance procedures
- Assistance with cleaning your financial records to the proper GAAP basis through detailed accounting services
Due Diligence
Sell-side diligence that scores points with potential buyers and delivers over $100 carry for every $1 invested.
Financial and Tax Due Diligence
- Prepare quality of earnings and roll forwards
- Calculate working capital analysis and strategy
- Formulate profitability analysis and strategy
- Manage and facilitate sell-side due diligence and data room support
- Provide tax modeling of options and structures
- Evaluate controllable risk
IT and Cybersecurity Due Diligence
- Assess if current systems will support the future business
- Ensure protective measures are in place so buyers aren’t acquiring a costly breach
- Identify compliance gaps and evaluate data protections and business continuity controls
Post Close
Our transaction advisory services bring together multiple disciplines to provide you cohesive recommendations and seamless service. Take a look at our suite of services.
Transaction Advisory Resources
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John Iwanski
John Iwanski
