TRANSACTION ADVISORY

Transaction Consulting – Company sale

The sale of a company is one of the most important and at the same time the most vulnerable moments for every owner, this applies both to institutional investors and individual owners, who are often the original founders and find themselves in such a situation for the first time in their lives. The preparation for sale places considerable demands on the capacities of the owner and management of the company, mostly at the expense of capacities devoted to its operational management. The participation of an experienced consultant in the company's sales process helps to reduce these burdens to the necessary minimum. The main task of the consultant is not only to find a suitable investor, but also to negotiate the transaction so as to maximise the likelihood of a successful completion.

The advisory and consulting services include comprehensive management of the sales process, strategy design and identification of potential investors, re-examination of the seller's expectations regarding the purchase price, preparation of presentation materials for investors, revision of the transaction documentation and support in negotiating the terms of the transaction.

Transaction Consulting - Acquisition of a Company

Successful companies often reach the limits of the opportunities for organic growth and acquisitions become a natural way of further development. Although, the purpose of an acquisition may not only be to achieve a larger market share or expand the product portfolio, but also a geographical expansion, acquisition of specific know-how or a favourable valorisation of the company's resources. However, only very few companies have an internal team capable of finding and implementing such investments. An external consultant with experience and contacts in the given industry can effectively assume this role, in addition to the possibility of anonymous addressing of the selected goals and without imposing a burden on the company's internal capacities.

Our team of specialists is prepared to support and walk our clients through the comprehensive acquisition process, which includes setting the acquisition strategy according to the specific needs of the investor, selecting acquisition targets, indicative valuation, due diligence processes, preparation of the transaction documentation, considering the conclusions of the due diligence process in the purchase price and transaction documentation, negotiating conditions of the transactions and post-acquisition integration into existing organisational structures.

Due Diligence

Due diligence is an integral part of the company's acquisition process aimed at identifying and evaluating potential risks for the buyer so as to reflect the impact of these risks on the purchase price and other terms of the transaction. Nevertheless, the subject of due diligence can also be the assessment of the company's condition by its owner before the beginning of the sales process or at its early stage (so-called vendor due diligence). The purpose of such examination is to asses potential risks affecting the value of the company and to precisely define the expected sales price. Identifying and addressing these findings in a timely manner can significantly contribute to increasing the company's sales price and enhance the likelihood of the transaction success.

In cooperation with experts from the Moore network, we can provide a comprehensive review of the company in fundamental areas, i.e., financial, tax and legal due diligence, but also in specialised areas such as HR, IT and commercial due diligence. We are able to adjust the scope of due diligence according to the client's requirements, either in the form of comprehensive due diligence or by performing a review of only selected key areas of potential risk. Depending on the scope of the investigation, the output is a standard due diligence report or red flag report.