Sell-Side Advisory

Sell-Side Advisory

You’ve worked hard to build your business, and the same care should be taken when you present it for sale. It’s imperative to prepare well in advance of entertaining potential buyers. From pre-sale planning through post-closing, we assist you in understanding the significant phases of the transaction cycle and deliver a thorough analysis to maximize your post-sale benefits. In many cases, performing sell-side due diligence pays for itself by driving toward the best possible outcome. 

Some of the Benefits Include 

  • Optimal transaction value 

  • Understanding of transaction risks and potential liability exposure in advance of negotiations 

  • Opportunity to assess oversights in advance of entertaining buyers 

  • Increased negotiating power 

  • Enhanced control and credibility throughout the transaction cycle 

  • Higher probability of closing the transaction 

Our Sell-Side Services Are Generally Delivered “Side-By-Side” With a Separately Engaged Investment Banker and Include 

  • Financial Due Diligence / Quality of Earnings 

  • Carve-Out Analysis, as needed 

  • Tax Due Diligence including Federal, State & Local and Non-Income-Based Taxes 

  • Tax Structuring 

  • Less common in a sell-side situation but still available:  Information Technology, Human Capital and Operational Diligence 

  • Assistance to Management and Investment Bankers with buyer diligence process, management presentations and answering buyer diligence inquires, as needed. 

Depending on the Needs of the Buyer, After the Deal Is Closed, We Can Also Provide the Following

  • Transaction Integration Assistance 

  • Transaction Accounting and Purchase Price Allocation Assistance 

  • Strategic Talent Management Services 

  • On-going Traditional Assurance and Tax Services 

Related Services

Transaction Advisory Services

Maximizing Your End of the Deal

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The decision to buy or sell a business is one of the most critical financial decisions you will make.

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From consulting transaction services to strategic HR and executive search assistance, our team is your long-term partner in success.