Transaction services · Optional
Prepare your company for the marketplace.
Anonymous teaser, CIM, financial normalization and buyer presentation.
Request this serviceThe problem it solves
The company's information lives in the owner's head and in scattered files. A serious buyer stalls, or leaves.
Who it is for
Owners who have decided to go to market and need to present the company without exposing its identity.
What deal preparation includes
Financial statement normalization
Anonymous teaser preparation
Confidential CIM drafting
Buyer presentation preparation
What you receive
- An anonymous teaser ready to publish
- Confidential information memorandum (CIM)
- Normalised financial statements, explained
- Data room index and first upload
- Prepared answers to the questions buyers always ask
What it does not include
- Does not include finding buyers; that is sell-side advisory.
- Does not include an audit or a legal review of contracts.
- Does not replace the accountant's financial statements.
- How long it takes
- Two to six weeks, depending on how ordered the information is.
- When it is hired
- Right before opening the company to the market.
- How it starts
- We review what exists, define what is missing and agree the scope before starting.
A file ready for serious buyers.
Our team prepares the sale materials before your opportunity enters the curated marketplace.
Other services
- What is your business worth today?Understand an indicative value range and the factors that influence the price of your business.
- Support throughout the M&A process.Buyer outreach, negotiation support and deal coordination from start to finish.
- Optional legal support for your transaction.Connect with independent legal professionals for confidentiality agreements, legal review and closing contracts when your transaction needs them.