We believe that, regardless of the state or stage of your business, looking through the lens of a potential acquiror can help reduce risks and increase profitability under yours or a possible future ownership.
We will assist you in conducting an assessment of your business, identifying sources of strategic value, developing the ‘story’, and flagging potential risk areas. This can be used to create a road-map to resolve issues and improve the company’s positioning. If desired we are able to work with you and your team to support the execution of necessary actions.
Deal Readiness Checklist
Before any decision is taken about a future transaction or equity fundraising, it’s important for business owners and shareholders to have a detailed grasp on all commercial, operational and financial aspects of the business.
To support businesses in this, we have developed a Deal Readiness Checklist that offers an easy-to-follow approach to ensure owners have the clarity and detail they will need. We continue to benchmark against due diligence lists to ensure alignment with best practice in your sector.
What’s covered in the Deal Readiness Checklist
Our checklist ensures a comprehensive review of the aspects of a business that will be under scrutiny during a transaction or investment process. The structure allows you to address each of the following areas at an increasing level of depth as we progress:
Current markets and competition
Future growth and strategy
Documentation, legal records and compliance
Financial balance sheet
We have developed an online system called Value Vault to help businesses undergo a ‘health check’. In the format of a questionnaire, it will help you think along the lines of an organisation intending to invest in your business. It has been built using the knowledge and questions learned from the due diligence exercises we’ve conducted across our over 200 deals.