Transaction Support
You understand your business and
are very good at what you do, but
transactions are a completely
different business. They require
specialized knowledge and skills.
Additionally, transaction experience
speeds up the process, reduces the
probability of making mistakes, and
helps you to ensure that you
maximize your value from the
transaction.
Transactions are a critical part
of today’s business environment.
Transactions include:
- Acquisitions
- Mergers
- Outright Sale of Assets or
Stock
- ESOP Sales
- Joint Ventures and Strategic
Partnerships
They allow companies to grow,
establish strategic advantage, and
establish access to industry and
company assets. They also allow
owners to exit their business or to
enhance the value of their current
ownership stakes.
The problem with transactions is
that most of them fail to achieve
their intended value. For large
companies these failures can have
significant impacts, but for small
and middle market firms, failed
transactions can be deadly. At BDC,
we believe that many of these
failures are unnecessary. Our team
can help you be one of the
successful transaction stories and
help you realize the maximum value
from your transaction.
Our Business Planning Services
Transaction Strategy
Development
The first step to a successful
transaction is to develop a
strategy. This process will help you
set your goals and objectives for
the transaction, define the
characteristics of the company or
party that will make for a
successful transaction, and help you
lay out a plan for pursuing an
acquisition target. The BDC team has
been involved in hundreds of
business transactions and can help
you develop and can critically
evaluate your strategy for
transactions. Additionally, we will
help you ensure that your
transaction strategy is consistent
with the overall direction of your
business, thereby, increasing the
probability of success.
Target Identification
The BDC team has access to
research tools that allow us to
facilitate the identification of
potential targets. We will use the
transaction strategy to narrow down
the search and will focus our target
identification efforts on high
potential opportunities. BDC will
help you identify potential targets
as well as determine the
attractiveness and fit of the
target.
Due Diligence
Due diligence is the most
onerous and important steps in a
transaction. You need to attempt to
verify that what is being
represented by the other party is
fact. Our team has extensive
experience in due diligence. We can
provide you outlines to facilitate
your own due diligence, or we can
conduct due diligence for you.
BDC can also help you get your
house in order so that you will pass
the scrutiny of other party's due
diligence process. This process may
include: organizing and updating
company records, identification of
problems and recommending solutions,
and guiding the due diligence
process so that all important
company information is covered.
Additionally, we will also help
you conduct your due diligence on
the other party in the transaction.
This process may include:
interviewing management, reviewing
accounting and tax records,
reviewing contracts and agreements,
and reviewing and examining other
important company information.
Ultimately, the information
collected during due diligence will
support: negotiating strategy and
position, structure for the deal,
integration assessment,
identification and clarification of
possible synergies, valuation and
bid price, financial viability of
target, and legal risks and
liabilities determination.
Valuation
A valuation determines the fair
market value for all or for a
portion of a business. Our goal is
to estimate what a willing, informed
buyer would pay for the interest
being valued. The determination of
value will allow you to understand
the market value of the business as
well as the potential synergies that
might impact the price that a buyer
will pay for your company or that
you would pay for another company.
The BDC team will apply our
knowledge of business valuation to
help you maximize your value from
the transaction.
Deal Process Management /
Negotiations
Even simple transactions can be
very complicated. They require a
significant amount of
cross-functional expertise and deep
knowledge of the tax consequences
and legal implications of different
deal structures. Additionally, they
require high-level expertise and
attention to move the deal forward
and to determine the appropriate
negotiation tactics. The BDC team
has significant experience managing
and negotiating deals. We can help
you pursue a deal effectively,
develop negotiation tactics to
protect your company’s best
interest, and allow you to stay
focused on running your core
business.
Integration
After the transaction is
complete, the BDC team can help you
develop and implement a strategy for
integration to help ensure that you
capture the anticipated value of the
transaction.
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