Transactional Support
Every business owner will exit their business at some point, either voluntarily or involuntarily due to illness, death or other reasons. In any case, those that have a plan will have substantial advantages over others that do not. Business transitions are significant milestones for any business that will require careful planning, clear outcomes, and professional assistance to ensure every aspect of your transaction is managed effectively. Whether you're on the buy-side or sell-side, we offer solid, professional advice and support throughout the process.
We are not brokers. We work for you, not the other side. As professional advisors, our sole focus is on achieving your goals, not the interests of the other party. Just as you hire a lawyer to advocate for your best interests, you engage a transactional specialist to champion your position throughout the entire process. Our commitment is to serve you every step of the way.
This typically includes due diligence, collaboration with brokers, bankers, accountants, and lawyers to streamline the transition. Our goal is to simplify the transaction journey, improving the odds of success, and helping you make better, more agile decisions every step of the way.
Does This Sound Familiar?
What Should I Do? Who Can I Trust?
Business buyers can be honest and forthright, but there are far too many “sharks” out there ready to take your company for far less than it’s worth. Here are some things to look out for:
Due Diligence Abuse
Timing Manipulation
Post-Closing Issues
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According to a study by the M&A Source in 2023, about 25% of sellers report buyers using due diligence as a delay tactic to weaken the seller's negotiating position.
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Harvard Business Review (2022) notes that 35% of transactions experience due diligence findings being used to drastically lower the offered price, often beyond initial expectations.
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A survey from the Pepperdine Private Capital Market Project (2022) found that sellers in 30% of deals experience buyers stalling the process in hopes of reducing urgency, and thus the price, on the seller's side.
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A report by BizBuySell (2023) suggests 40% of sellers feel pressured into accepting lower offers due to artificially created "market slowdowns" communicated by buyers.
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38% of sellers encounter challenges with post-closing adjustments that reduce net proceeds, as reported by the International Business Brokers Association in 2023.
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According to the Mergers & Acquisitions Review (2022), 32% of sellers report disputing indemnity claims that arise post-transaction, oftentimes due to vague contract terms.
We Level the Playing Field
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The Pepperdine Private Capital Markets Report (2023) highlights that sellers using professional advisors throughout the transaction process report a 50% reduction in unfavorable outcomes.
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A 2022 study by Deloitte found that sellers who engage in thorough pre-sale due diligence and establish clear terms upfront, will experience 40% fewer disputes and price reductions.
Why do I need to start planning?
It's all in the numbers....
How We Help
Our transactional support services revolve around getting you to set clear goals, identifying actionable strategies, and embracing a culture of performance. Accountability sessions will check on key performance indicators (KPIs), reviewing your financials, keeping you on track and focused on driving both revenue and profit. Once you understand where and how you make money, we can optimize those things that perform well, and fix or stop doing those activities that don’t.
Our services mean you're never alone in decision-making or navigating complex financial landscapes. We’ll build a roadmap to dramatically increase the value of your company. This means it will be perfectly set up for whenever you might want to sell.
With us in your corner, you’re never alone in decision-making or navigating complex financial landscapes. Together, we’ll create a clear roadmap to significantly increase your company’s value and guide you through the implementation, setting your business up for success whenever you decide to sell.
Unlike brokers, we’re on your side - 100%. We don’t market your business or work for the other party, our sole focus is protecting your interests and ensuring you get the best possible outcome. With our expert guidance, you’ll navigate each step with confidence, from due diligence to working with key professionals like bankers, accountants, and lawyers. We make the process easier, giving you the clarity and support you need to make smart decisions and move forward toward an exciting new chapter.
Ready to start the process?
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Phil Doublet, P. Eng
Business Strategist
