Financial fluency closes deals!
Raising Capital? Buy-side? Sell-side?
We’re on Your Side.
Financial transactions – selling a business, buying another business, and raising money – have a language and method of their own. Having a trusted partner help you prepare for and navigate the transaction will demystify the process and maximize your company’s value.
Presenting financial information about your company in a format that a buyer or investor expects and being prepared in advance for their most likely questions will help you sail through the due diligence process and earn you the best deal possible. When you’re on the buy-side of a transaction, having the experience to know what to look for and how to evaluate the information will yield you the best possible deal while avoiding costly mistakes.
From opportunity to close, we add value for:
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Private companies raising equity or debt capital
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Private companies considering a sale
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Private companies planning an acquisition
How We Supercharge Your Success
Confidence + Clarity
Prepare & represent you with external transaction stakeholders to:
Understand the process and jargon
Analyze financials and other data on both sides of the transaction
Model potential outcomes to plan and evaluate
Present your financial data in a format others will understand easily
Anticipate and prepare responses to questions and instill confidence in you and your team
De-risk the Execution
Manage accounting + finance systems during (and potentially after) the transaction
Provide expert resources so your existing staff is not overwhelmed by the additional demands of the transaction
Facilitate a smooth transition of systems, data, and processes
Assess & address any risks that would reduce market value before hearing about them from a banker, investor, or potential buyer