Providing potential buyers with an objective and credible view of the business often alleviates deal issues and leads to an accelerated closing. Our professionals proactively support the sales process by identifying and addressing financial, tax and other issues before a buyer is involved and diligence commences. The result is that buyers are provided with a transparent, objective and credible view of the business.
Upfront Financial Due Diligence
Upfront diligence minimizes surprises and maximizes value. It allows the deal team to proactively deal with issues and it adds credibility and objectivity to the sales process. Sell-side due diligence also provides for an efficient transaction process through proactive management of financial reporting and tax issues and other preparation to facilitate the buyer’s diligence activities.
Our professionals assist clients and their investment bankers by providing financial data that can be used in the offering memorandum and other marketing materials. Our services can affirm and improve the accuracy of the historical and projected financial data contained in the offering materials.
Valuation, Cash Flow Modeling and Projections
Our valuation professionals develop models to assist sellers in evaluating the cash flows and the financial returns available under alternative scenarios and to assist in deal pricing.
We advise on deal structure with a keen focus on the domestic and international tax implications of any transaction for both buyers and sellers. By focusing on structuring early in talks, a mutually beneficial approach is easier to implement. to domestic and international tax implications.
Wealth Management and Estate Planning
By leveraging the skills of our Provenance Wealth Advisors affiliate, we are often able to assist owners of closely held businesses with their personal and estate financial, tax and investment issues following the sale of a business.