Preparing for buyers
Sale Prospectus & Financial Pack Support
Buyer-facing financial information that stands up to scrutiny. The schedules, analysis and workings that sit behind the sale document, prepared so that questions can be answered quickly.
When advisers typically need this
- The sale document is being drafted and the financial section needs to be consistent and defensible.
- Buyers will expect a financial pack and you want it prepared before the process starts.
- Historic figures need presenting in a way that supports the case being made to buyers.
- The numbers in the information memorandum need checking against the underlying accounts.
What we review and analyse
- Historic financial analysis and trend schedules
- Normalised and adjusted EBITDA, with the workings shown
- Buyer-friendly schedules: revenue by customer or product, gross margin, overhead analysis and cash conversion
- The financial narrative in the information memorandum
- Supporting transaction information such as KPI packs, working capital history and capital expenditure
- Consistency between the sale document, the financial pack and the data room
Typical output
- A financial pack suitable for sharing with buyers alongside the sale documents
- Clear workings behind every adjusted figure, so questions can be answered quickly
- A short list of the financial questions buyers are likely to ask, with prepared responses
How it works
Scope, deliverables, information required and fee are agreed before work begins. Findings are returned to you, and to the client only where agreed.
See how we work- 01
The scope is agreed and confirmed in writing
- 02
Information is supplied securely by the adviser or client
- 03
The analysis is completed and reviewed
- 04
Findings are returned as agreed
Limitations
Thinkerz also provides a separate Sale Prospectus service covering the information memorandum, teaser and sale presentation. Financial pack support is designed to sit alongside it, not to duplicate it. Ask us how the two fit together on a specific matter. This service is provided under a separately agreed engagement and does not constitute legal, tax, audit or regulated investment advice. Any analysis depends on the information supplied, the assumptions adopted and the circumstances at the relevant time.
Next step
Discuss a client matter
If sale prospectus & financial pack support may be relevant to a client matter, describe it briefly. We will confirm whether it falls within our capability and what support may be appropriate.