Case Study: Sale of Family Owned Business

Client Needs

• Managing M&A process
• Understanding how company will be valued
• Restructuring for sale
• Identifying likely buyers
• Minimizing taxes
• Preparing pro-forma financials

Our offerings

• Interim CFO – coordinate sales process
• Board interface – governance advisory
• Manage 3rd party service providers
• Restructure family debt
• Clean up and document cap table
• Convert 2-3 years of financials to GAAP
• Pro-forma standalone financials w/o family related expenses
• 5 year pro-forma business plan preparation including cash flow & EBITDA projections
• Market & competitive assessment (TAM/SAM)
• Recruit & engage investment banker
• Data room preparation (legal, financial, business, etc.)
• Due diligence support
• Closing schedule preparation
• Post-sale integration advisory