M&A Support | Tradesult

The M&A Process

Step 1

Strategy & Transaction Preparation

Step 2

Sales Process Preparation

Step 3

Marketing

Step 4

Negotiation

Step 5

Due Diligence

Step 6

Closing

Services for The Seller of a Business

Creating a strategy prior to a sale

Preparing detailed financial forecasts

Creating a prospective buyer list

Writing or improving marketing documents

Drafting answers to buyers questions

Interacting with buyers on the seller’s behalf

Supporting the seller’s negotiation

Supporting the seller’s due diligence efforts

Supporting attorneys during the closing

Services for The Buyer of a Business

Creating an acquisition strategy

Creating a target list

Analyzing opportunities

Preparing detailed financial forecasts

Identifying issues and raising questions about specific businesses

Interacting with sellers on the buyer’s behalf

Supporting the buyer’s negotiation

Supporting the buyer’s due diligence

Supporting attorneys during the closing

Business Development Support

Improving strategy and competitive positioning

Assessing new markets

Developing a business plan for growth or to get a new financing

Improving a business strategy to prepare for a transaction

Creating financial models to improve a business or target new markets

Creating financial models to prepare for a business transaction or to get a new financing

Who Are Our Clients?

Business Owners

Accountants

Business Buyers

Investment Funds

Attorneys

Business Brokers

Why Hire Us?

We are a good complement to an intuitive business owner.

We play as a team (with the broker, attorney, accountant, tax advisor, fund).

Our interest aligns with the client’s goal of getting the best deal possible.

The client decides of our level of involvement and fees.

We help prepare the sale (purchase) of the business.

We answer (help prepare) the buyer’s questions.

We help the business owner get through the due diligence.

We help the attorney and the accountant to close the transaction.

We enable the business owner to save time and energy so that he can concentrate on running his business.

We augment the existing selling or buying efforts so as to maximize the client’s proceeds.

We fill the gaps in a small team during the transaction process.

How are we paid?

Most M&A advisors are paid based on success. We chose to be paid by the hour because it better aligns our interests with those of the client.

In success-based contracts the advisor and the client are contractually bound for a period of up to 2 years. During such a long period the context can change, and the client can decide to end the adviser’s engagement. In doing so, the client can place himself in a situation where the same remuneration is payable to 2 different advisors or in a situation where the advisor requests to be compensated for a canceled transaction. This approach frequently causes conflict.

Further, the success-based advisor has an interest in selling quickly, earning his commission, and directing his efforts toward another transaction and another commission.

The success-based advisor has little interest in getting the best deal since he gets only a tiny fraction of the price increase and gets nothing at all from qualitative improvements to the terms.

With our formula, the client is free to make us begin, stop or resume our work when he wishes. He can adjust our efforts to the level that he perceives to be the most advantageous (increase in proceeds and improvement in qualitative conditions vs advisor fees). Our interests are therefore aligned with his.

Our approach is different from and complementary with success-based advisors. and allows us to collaborate with other professionals in the transactional team such as lawyers, accountants, tax specialists and brokers without being in competition with them.