Discuss liquidity needs and exit objectives of owner. Develop an understanding of the company’s operations and competitive position.
INTERNAL DUE DILIGENCE
Analyze Company’s historical financial performance and identify potential weaknesses and assess any business risk.
Prepare detailed valuation analysis to arrive at a value range for the Company.
Develop market overview, outline competition and trends. Review market strategy and prepare and finalize Confidential Information Memorandum (CIM) Finalize list of potential buyers/ investors and analysis of synergistic opportunities.
Distribute “Invitation to Acquire” to potential buyers/ investors. Executed email marketing campaign. Execute confidentiality agreements and mange buyer inquires.
Buyer Due Diligence
Assist in evaluating letters of interest and provide feedback relative to owner objectives. Conduct reverse due diligence on potential buyer/ investor and analyze buyer/investor financial capacity to close transaction.
Review and evaluate final proposals and formulate negotiation strategy. Work with owner’s legal counsel to finalize definitive agreements. Prepare for due diligence.
Closing the Transaction
Manage final due diligence outstanding item. Ensure timely follow through and settlement of any Post-closing obligations.