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Sell-side preparation

Be ready before the buyer arrives

Preparing entrepreneurial companies for an M&A process — financial and tax readiness, a credible data room, and support through buyer diligence and negotiation. The work that protects your valuation when scrutiny comes.

Why prepare

A deal is won or lost before it starts

Buyers and their advisers will test every number, every contract and every tax position. Surprises in diligence erode trust, delay closing and chip away at price through retentions and warranties.

Preparation flips that dynamic. When your numbers reconcile, your exposures are already addressed and your data room is complete, you negotiate from strength — and you keep control of the timetable.

  • Protect the priceFewer surprises mean fewer deductions, retentions and price chips at completion.
  • Move fasterA clean, complete data room keeps momentum and reduces deal fatigue.
  • Control the storyPresent a normalised, defensible earnings and cash picture on your terms.
  • Reduce riskIdentify and resolve issues before a buyer can use them against you.
Scope

Four pillars of readiness

From clean numbers to a managed data room and a seat beside you at the negotiating table.

Financial readiness

Clean, reconciled numbers a buyer can trust: normalised EBITDA, a defensible working-capital and net-debt position, robust management accounts reconciled to statutory, and a credible business plan. Effectively, vendor due diligence on yourself.

Tax readiness

Surfacing and addressing historical exposures before they become a buyer's leverage — corporate tax, VAT, payroll and contractor classification, transfer-pricing documentation, open years and the most tax-efficient structure for the deal.

Data-room setup & management

A structured, complete and well-indexed data room — supporting the teaser and information memorandum, organising documents for diligence, and managing the buyer Q&A process so nothing stalls the deal.

Negotiation & closing support

Negotiating the financial aspects of the transaction: price setting, EBITDA, net-debt and working-capital normalisation, the completion mechanism, and post-closing adjustments — so value agreed is value received.

The operator's edge

We have been on the sell-side — twice

As CFO of a leading Romanian manufacturer, our founder ran finance, legal and IT through two full sale processes — preparing the company, building the data room and answering the diligence of both a private-equity fund and a global strategic buyer.

01

Exit to a private-equity fund

Vendor-side diligence and a full ownership transition to a new financial sponsor.

02

Cross-border sale to a global strategic acquirer

A second exit to a NYSE-listed strategic buyer — intense international scrutiny.

We have prepared a company for sale and answered multiple buyers' diligence. We know exactly what your buyer's team will look for.

How we work

From assessment to signed deal

A clear path from where you are today to a completed transaction.

Readiness review

Assess finance, tax and documentation against what buyers expect.

Remediate

Fix the gaps — reconciliations, normalisations and exposure clean-up.

Build the data room

Structure, populate and index a complete, buyer-ready data room.

Run diligence

Manage buyer Q&A and defend the numbers through the process.

Negotiate & close

Price mechanism, completion accounts and post-closing adjustments.

Make your company deal-ready

Thinking about a sale in the next 12–24 months? The earlier we start, the more value we protect.