Transaction Readiness Assessment

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

• Comprehensive report with insightful analysis
• Performed by experienced and multi-disciplinary professionals with extensive operational experience
• On-going support to ensure that identified initiatives are implemented
• Fixed fee for Assessment is offset against future transaction fees

Market Value Assessment

• Data analysis to determine key business drivers
• Evaluation of those metrics against peer group
• Historical and projected financial analysis
• Market valuation analysis
• Sensitivity analysis to access recession-resistance

Value Enhancement

• Identify gaps in value expectations versus current market value
• Identify drivers of value and strategies for enhancement
• Quantify value creation relative to cost; prioritize value-enhancing initiatives
• Strategic buyer synergy and positioning analysis

Operational Diligence Review

• Assessment of key operational drivers
• Personnel and team assessment
• M&A and industry specific value drivers