Sell-Side Preparation

Preparing businesses for sale.

Prior to engaging with an investment banker, it is critical to identify key value drivers and points of distress in a company, allowing room for improvement and rectification before the complex sale process begins.

Our combination of operational excellence and transactional expertise makes Phoenix uniquely qualified to assist clients with the preparation of their businesses for sale. We perform Quality of Earnings and due diligence reviews while simultaneously perfecting business operations and identifying opportunities for growth.

Our sell-side preparation services are typically deployed before the client engages with an investment banker, providing critical information that better positions the client prior to close. By understanding critical value drivers and nuances of our client’s situations, 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 add backs
  • Serve as management’s financial liaison with PE sponsor, investment bank, and interested third parties
  • Coordinate seller’s due diligence preparation and presentation

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