Financial Audit
Deep dive into your accounting system to reconcile relevant financial documents and provide a Quality of Earnings to serve as the baseline for our ongoing M&A services.
Preliminary M&A Services For Digital Businesses.
Prepare and tweak your digital business for an acquisition with hands-on support from our team of dealmakers.
As an digital business entrepreneur, it can be difficult to focus on the future when there are so many urgent operational matters that require your full attention. While you are focused on managing clients, talent, and operational processes, the financial health of your digital business can slip through the cracks. Outsourcing financial operations can be costly and “the other guys” do not understand the specific operational models of digitally-driven businesses or the framework required to facilitate a successful exit in the future.
That is why we developed our preliminary M&A services – to support companies prepare for a future sale with a unique perspective that rides the line between traditional finance and forward-thinking growth strategy. Our team actively partners up with you to clean up, identify optimization opportunities, and provide strategic guidance to help you achieve your dream exit.
What is Tackled by Preliminary M&A Services?
Benchmark Valuation
Analysis of your company’s quantitative and qualitative factors to calculate its total enterprise value as it stands in today’s M&A market.
Financial & Budget Planning
Development of financial projections and budgets to drive strategic decision making.
Ongoing Reporting & Analysis
Preparation and ongoing analysis of financial statements (balance sheet, income statement, etc.) to provide performance insights and track KPI’s.
Cash Flow Management
Management of cash inflows and outflows, forecasting cash needs, and optimizing working capital to support growth and ensure the business can meet financial obligations.
Risk Management
Identification, analysis, and management of financial risks to protect assets and maximize returns.
Fit for Transaction
Advisory for growth and optimization opportunities to achieve business objectives and prepare for a future sale.
Quarterly Readiness Report
High-level snapshot of business performance including recommendations to optimize for a future sale.
Integrate. Collaborate. Educate.
During the first 45 days of service our team dives actively into your present financial and operational procedures to develop a first-hand understanding of your company’s specific business model. Leveraging our team’s niche expertise in digital businesses, our approach is all about synergies:
Integrate seamlessly into your existing financial system to evaluate the current state of your data to establish a benchmark and organize documentation.
Collaborate to establish clear accounting procedures for consistent operations moving forward, tailored to your preferred communication and reporting style.
Educate your team on best practices to optimize financial records and management for buyer review during a future sale.
It is never too soon to start maximizing your companies potential and prepare your organization correctly for a later successful exit. Prepare and scale with a strategic plan for success, comparing your companies to your competitors in the market and roadmapping a growth plan for a successful exit in the future. The process of selling your business needs to start 3 to 4 years before you kick-off the selling process with careful preparation and exit planning. Never forget!
