Private business owners preparing for a transition event and desiring to best leverage their strengths, minimize perceived weaknesses, and take advantage of business opportunities may benefit from a Transaction Readiness Assessment (“TRA”) by EdgePoint.
This review, performed by investment bankers with decades of transaction, operational, and financial experience, will enable transaction-minded private business owners to align operational decisions or initiatives with attributes that are desired by strategic buyers and financial investors—creating long-term value in the process. This high-value service enables the private business owners to anticipate any value constraints in their business and enable them to realize maximize value.
Assessment Overview
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Comprehensive report with insightful analysis
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Performed by experienced and multi-disciplinary professionals with extensive operational experience
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On-going support to ensure that identified initiatives are implemented
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Fixed fee for Assessment is offset against future transaction fees
Market Value Assessment
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Data analysis to determine key business drivers
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Evaluation of those metrics against peer group
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Historical and projected financial analysis
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Market valuation analysis
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Sensitivity analysis to access recession-resistance
Value Enhancement
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Identify gaps in value expectations versus current market value
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Identify drivers of value and strategies for enhancement
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Quantify value creation relative to cost; prioritize value-enhancing initiatives
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Strategic buyer synergy and positioning analysis
Operational Diligence Review
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Assessment of key operational drivers
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Personnel and team assessment
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M&A and industry specific value drivers