Exit Planning Due Diligence
M&A transactions get more complicated by the day. Having a trusted source for verifiable information can save you enormous amounts of money.
The Sell Side
If you’re selling a business, we’ll need to go through the last couple of years at least to make sure that everything was done correctly. This should be done before providing any financial statements or tax returns to the other side. Doing this due diligence will also provide various results.
- We may decide that the work needs to be amended prior to submission. You never want to send anyone financial statements or tax returns that aren’t air-tight.
- At this juncture we may want to postpone the sale until various improvements are made to the enterprise. We may find places where losses can be eliminated or profits can be enhanced; thereby increasing the sales price and marketability of the enterprise.
- Once we’ve decided to move forward we should bring a Certified Valuation Specialist (CVS) to determine the market value of the enterprise. If that works out as planned, we will certainly need to look at the tax implication of the sale prior to initiating anything.
Whether you’re on the buy or the sell side, we’d love to help. Please click on the Sign Up now button to begin the process.
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