Transaction Management Workshop

Service Description

Managing a transaction requires a significant amount of work that is typically broken down into four main phases. A transaction advisor orchestrates this entire process to ensure a successful outcome. ### 1. Pre-Transaction Planning and Preparation This phase involves getting everything in order before the deal begins. The work includes **strategic advisory** to clarify the client's goals, a detailed **business valuation** to set a realistic price, and the preparation of key documents. For sellers, this means creating a **Confidential Information Memorandum (CIM)** and organizing a **data room** with all necessary financial and legal information. --- ### 2. Deal Sourcing and Engagement In this phase, the advisor acts as an agent in the market. They identify and confidentially approach a targeted list of potential buyers or acquisition targets. This often involves managing a structured **bidding process** for sellers to create competition and drive up the price. --- ### 3. Execution, Negotiation, and Due Diligence This is the most intensive part of the process. The advisor serves as the **primary negotiator**, handling offers and counter-offers. They coordinate the **due diligence** process, acting as a liaison between all parties and their legal and accounting teams. The work also involves providing expert advice on how to **structure the deal**, including the payment and financing terms. --- ### 4. Closing and Post-Closing Support The final stage is about finalizing the deal. The advisor works with legal counsel to manage all the documentation and ensure a smooth closing. In some cases, they also provide guidance in the period immediately after the deal is closed to help with the initial **integration** of the acquired business.