CB&H Transaction Advisory Services helps owners of middle-market businesses and their intermediaries prepare investments for sale in a manner that maximizes value and minimizes risks associated with the transaction. We offer the following sell-side transaction advisory services:
Perform a historical financial trend analysis and determine the necessary information to support fluctuations in historical results
Prepare a quality of earnings and net assets analysis and help the seller identify EBITDA and net asset adjustments
Assemble supporting documentation for EBITDA adjustments
Assist with the preparation of historical carve out financial statements
Evaluate management financial projections and assist with financial modeling
Organize historical financial information and supporting documentation for use in an online or physical data room
Provide advice with regards to the optimal transaction structure for accounting and tax purposes
Prepare schedules and documentation required by intermediaries for the Offering Memorandum
Assist with the negotiation of provisions in the Letter of Intent and Purchase and Sale Agreement
Support sellers in disputes associated with purchase price adjustments
Provide analysis of tax consequences and net after tax cash associated with a transaction
