Financial Services
Preparation
- Determine Shareholder goals
- Prepare Strategic Plan/Descriptive Memorandum
- Review historical and projected financial information
- Determine the market value of the company
- Evaluate on-going working capital needs
- Determine a suitable strategy
- Examine alternative deal structures and determine preferred transaction structure
- Assess the likelihood of completing the transaction
Strategic Planning
- Assist with market research
- Prepare competitor analysis
- Examine growth strategy alternatives
- Prepare financial model and cash flow forecast
Marketing
- Identify and contact suitable prospective purchasers/partners
- Assist in preparing management presentations and materials
- Qualify and coordinate prospective purchasers/partners
Completing the Transaction
- Evaluate, negotiate and structure the transaction including analysis and comparison of offers
- Assist in the due diligence effort, negotiation and review of legal documentation
- Monitor and assist in the coordination of the transaction process through closing
