Pre-Transaction Advisory

It’s not always a race to the finish line. Many of our clients engage us 6 to 18 months ahead of a possible transaction. This gives us time to help you clarify your story and position in the market, identify value leakage, enhance your business and team, increase margins, clean-up due-diligence pitfalls, and increase EBITDA and other value driving factors. These improvements will undoubtably increase the financial outcome of a successful transaction.

Pre-Transaction Advisory Services include:

· Financial controls review/update

· Financial reporting enhancement (KPI’s, dashboards, TTM reporting, etc.)

· Operational improvements

· EBITDA analysis and refinement

· Marketing/branding evaluation, refinement and positioning

· Fine tuning before the sale process begins.  

Calculated Exit Partners, LLC