Preparing Your Business For Sale
There is nothing like going through a due diligence process when selling your company to discover the large holes in your systems and document management processes. To relieve the stress of having to put together (or even create!) screeds of due diligence dataroom information in a short space of time when an investor has made an offer, let us lead that process well ahead of when it is required. We will:
- Identify the standard key information that is required by investors, and create a checklist specific to your company
- Create a virtual dataroom to collate and store the gathered information
- Identify the dataroom ‘owner’ and the review/ approval process required for each section before it is published
- Implement processes to ensure the dataroom is kept up to date with the latest data when it becomes available
- Assist in identifying the key financial measures and metrics to include in your investment memorandum (alongside your investment advisors) and gather the required data to calculate these
Having this information prepared ahead of time allows the business to focus on the more critical parts of closing the deal as well as providing the investor confidence that they are buying an organised and well-run operation with a management team they can have faith in.