Transaction Readiness

Transaction Readiness

Companies contemplating a sale, merger or capital raise are often not sufficiently prepared when it comes time to scrutinize the financial aspects of the transaction. Unanticipated accounting issues or unidentified risks can increase the time and effort it takes to complete a transaction, and negatively affect the final valuation. Our team of finance professionals has experienced multiple transactions from both sides of the table. We can assess the financial and risk landscape before the auditors come in to opine on the quality of earnings or a potential investor or acquirer performs due diligence.

We help by:

  • Quickly assessing finance and treasury functions, the leadership team, reporting processes and risk areas
  • Performing limited financial and operational due diligence procedures on areas identified as high risk
  • Preparing a preliminary quality of earnings analysis to ensure that all issues and risks are understood and mitigated prior to going to auction
  • Developing an outline of MD&A based on issues and risks identified
  • Supplementing the management team in developing strategy and modeling potential deal structures
  • Teaming with management to present to potential buyers, investors and bankers
  • Serving in operational capacities to keep the business running smoothly while key personnel are focused on the transaction
  • Planning for the post-deal integration processes

Discover how clients are working with The Horwitz Group to obtain interim financial leadership or contact us to learn more.