Due diligence documentation and financial projections
DOCUMENTATION - Documenting your organization for a potential corporate combination is imperative to meet disclosure standards in any combination scenario. We can produce the required documentation in indexed 3-ring binders for easy access, and/or in a carefully constructed and indexed data warehouse.
FINANCIAL FORECASTING - What will the combined financial statements and financial forecast look like for a combined entity scenario? Funding sources will want to see the financial standing of a combined operation for interpretation into financial ratios to help establish loan covenants. This financial modeling process can become even more difficult with a multiple (three or four way) company roll-up. We build financial models that can run alternative growth scenarios for each entity independently and show the rolled-up financial result.
Give us a call to discuss your particular situation and let us construct a solution for your specific need.