Transaction Strategy Workshop

Service Description

• Strategic Advisory: They help clients clarify their goals, whether it's to sell a business to fund retirement, acquire a competitor to expand market share, or divest a non-core asset. • Business Valuation: Advisors perform a comprehensive valuation of the business to determine its fair market value. This is a critical step that establishes a realistic price expectation and provides a foundation for negotiations. • Preparation of Materials: For a seller, this involves preparing marketing documents such as a Confidential Information Memorandum (CIM), which is a detailed prospectus about the company, and setting up a secure data room with all necessary financial and legal documents.