Phoenix Transaction Advisory Services Sell-Side Preparation
Phoenix Transaction Advisory Services

Sell-side Preparation

Our combination of operational excellence and transactional expertise makes us uniquely qualified to assist our clients in preparing their businesses for sale.

Our sell-side preparation services are typically deployed before our client engages an investment banker in order to provide critical information with which to better position our client. By identifying and understanding critical value drivers and nuances of our client’s situation, Phoenix is able to implement operational fixes that mitigate obstacles and enhance value before beginning a sale process.

Sell-side preparation services provided by Phoenix Transaction Advisory Services include:

  • Quality of Earnings assessments
  • Due diligence reviews
  • Identify and mitigate/rectify potential operational and integration issues
  • Prepare and/or validate business plans and financial forecasts
  • Analyze, develop and document growth and expansion opportunities
  • Prepare additional supporting analysis such as sales forecasts, cost cutting initiatives and EBITDA addbacks
  • Serve as management’s financial liaison with PE sponsor, investment bank and interested 3rd parties
  • Coordinate seller’s due diligence preparation and presentation
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