Exit Readiness and Transaction Planning

Precise timing, strategic preparation and a laser focus on maximizing value underpin an M&A transaction’s successful and lucrative exit. The preparation process is a sophisticated one that, properly executed, aligns with the company’s future vision.

Meet Our Professionals

Robert F. Murphy

Senior Managing Director

Jonathan Moore

Partner, PKF O’Connor Davies LLP

Alberto Sinesi

Director, PKF Investment Banking

With unmatched support, our team of advisors conducts a comprehensive business assessment of financial performance, operations, growth plans, key business metrics, financial reporting and human resources, legal and tax matters. Our services include:

• Strategic Planning: We define objectives, identify potential buyers, review and identify KPIs and other factors.
• Business Valuation: We assess the company’s value and analyze financial statements, forecasts, market conditions and transactions.
• Operational and Financial Optimization: We assist with the development of a growth plan, as needed, to increase a business’s value, financial performance and efficiency.
• Review Transaction Timing: We evaluate transaction timing to align with optimal buyer and market conditions, avoid value reductions or deal failure, increase value and certainty to close.