Saturday, October 19, 2019

Services

Acquisition (Buying a Company)

  • Determine “best fit’ acquisition candidate profile (includes a “cultural fit” and strategy assessment)
  • Solicit acquisition candidates
  • Perform operating, financial and management due diligence on qualified acquisition candidates
  • Prepare “deal structure”
  • Coordinate the services of key professionals such as external Accountants and Attorneys
  • Lead the negotiations of the transaction on behalf of client management
  • Obtain acquisition financing (if required)
  • Provide advice during the development of an executable Post Acquisition Integration Plan

Complete Divestiture (One Time Sale of Your Company)

  • Perform operating, financial and management due diligence
  • Undertake critically important “housekeeping” to prepare your company for the sales process by following BDA’s proprietary Client Company Performance Enhancing Checklist
  • Prepare booklet to be used in the buyer solicitation process
  • Determine the profile of the “best fit” buyer (includes a “cultural fit” assessment)
  • Solicit qualified buyers (strategic or financial)
  • Lead the negotiations of the transaction on behalf of client management
  • Coordinate the services of key professionals such as external Accountants and Attorneys
  • Participate with the buyer to the extent desired to develop an executable Post Acquisition Integration Plan

Private Equity Divestiture (Phased Sale of Your Company)

  • Perform operating, financial and management due diligence
  • Undertake critically important “housekeeping” to prepare your company for the sales process by following BDA’s proprietary Client Company Performance Enhancing Checklist
  • Prepare booklet to be used in the PE firm solicitation process
  • Determine the profile of the “best fit” PE firm (includes a “cultural fit” assessment)
  • Solicit qualified PE firms
  • Lead the negotiations of the transaction on behalf of client management
  • Coordinate the services of key professionals such as external Accountants and Attorneys
  • Participate with the PE firm to the extent desired to develop an executable Post Acquisition Integration Plan

Capitalization

  • Senior and/or Sub Debt from banks and/or non bank lenders
  • Equity financing
  • Equipment leasing
  • Accounts receivable and purchase order financing
  • Asset Based Lending (ABL)
  • Balance Sheet recapitalization projects
  • Lead the negotiations of the transaction on behalf of client management
  • Coordinate the services of key professionals such as external Accountants and Attorneys

Valuations (Prepared by BDA’s CPA/CVA/CGMA/MBA)

  • “Real world” defensible determination of the value of the business
  • 123R (stock based compensation) and 409A IRS annual analysis
  • Minority shareholder
  • Divorce proceedings
  • Buy/Sell agreements
  • Shareholder buyout agreement (if no Buy/Sell agreement is in force)
  • Estate planning and management transition
  • Gifting
  • Valuations that are IRS or court mandated
  • Economic damages
  • Internal valuation for venture capital firms
  • Asset (fixed or intangible) impairment
  • Purchase price allocation
  • Bankruptcy
  • Succession planning

Ongoing Governance and Interim Executive Management

  • Board of Directors (Preferably as Chair)
  • CEO/COO/President
  • Director of Sales and Marketing

Business Plans (Raising Capital, Sale of Company, Strategic Planning, Joint Ventures, etc.)

  • Interview management
  • Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis
  • Determine competitive advantage
  • Understand, refine and validate the strategy and company mission
  • Perform essential market and competitor research
  • Articulate the sales plan (channel strategy)
  • Prepare defensible financial projections
  • Formulate the “story”
  • Write and issue the final plan

Click on the following link to read BDA’s Blog.