Phoenix Transaction Advisory Services Quality of Enterprise
Phoenix Transaction Advisory Services

Quality of EnterpriseSM

Due to our expert knowledge in guiding companies in transitional phases, Phoenix has a truly unique vantage point into the pipeline of middle-market deal flow. Through our work, we have proven our expertise in validating the viability of and threats associated with a variety of potential investment opportunities. Our professionals provide deep insight into the value of an enterprise through a combination of our Quality of Earnings and our Quality of Operations review.

The Quality of EnterpriseSM 360 degree perspective is a critical component in the evaluation and subsequent crafting of integration and implementation plans for investment. At Phoenix, we partner with you as a trusted advisor in a way that recognizes the challenging deal markets you face. The Quality of EnterpriseSM Assessment is conducted in a comprehensive manner that evaluates the core issues of a potential investment opportunity.

The Phoenix Transaction Advisory Services team provides transaction services, including rapid initial review (Quick View), traditional Quality of Earnings analysis, insightful Quality of Operations reviews, and comprehensive Quality of EnterpriseSM assessments. Our operational expertise is blended with an array of industry experiences and financial acumen, and allows us to deliver unparalleled enterprise insight to our clients. We are often requested to provide customized work plans and timelines to meet varying transaction timelines, which are often fluid in nature. It is not uncommon for a Quality of Operations review to be requested after a traditional Quality of Earnings has been completed; however, we suggest, in the interest of our clients, to begin a Quality of EnterpriseSM at the onset of the process to improve speed, overall understanding for cost, and insight into the immediate time frame after the transaction closes.

Our Quality of EnterpriseSM Review includes the following service offerings:

  • Comprehensive Quality of Earnings & Quality of Operations Assessment
  • Enterprise Evaluation
  • Detailed Information Systems Overview
  • Integration / Synergies Evaluation to identify potential risks and evaluate increased opportunities

Quality of EnterpriseSM is a proprietary service of our firm and is unique in the transaction services marketplace. We have provided a secured, blinded, read-only sample for review in our Resource Center. To access this sample, please contact your Phoenix Professional for a temporary password.