Transaction Process

  • Financial Modeling / Analysis
  • Information Memorandum Preparation
  • Targeted Buyer ID and Assessment
  • Due Diligence Support
  • Transaction Structuring/Negotiation
  • Owner Transition Planning/EXIT
  • KERP Plan Design
  • Financing Support
  • Crisis Management/Communications
  • Organizational Plan
  • Funding Strategies
  • Forecasts/Projections
  • Board Oversight
  • Business Plan/Roadmap
  • Quality of Earnings Study
  • EBITDA Analysis
  • Quality of Assets/Liabilities Study
  • Working Capital Analysis
  • Proof of Cash Analysis
  • Post-Close Integration Planning
  • Tax Compliance Analysis
  • Tax Structuring Analysis
  • Fair Value Analysis
  • Purchase Price Allocation
  • Cost Segregation Studies
  • SFAS 141 Analysis/Opinion
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