PRE-TRANSACTION PLANNING SERVICES
An optimal investment banking transaction outcome requires a cross-disciplinary effort. In the sale of a business, pre-transaction planning is essential, while the purchase of a business requires due-diligence support and post-transaction assistance to integrate, manage and grow the acquired business. Most investment banking firms simply advise clients on the completion of a transaction. Gray Strategic Partners can help with this and more. Through our Power of MoreSM approach we bring all our firm’s resources to bear – backed by the Gray, Gray & Gray family of companies – in order to do things right.
Most business owners only sell a business one time in their lives, so the sale process and its associated steps are entirely new. It is important to get things right, as the business typically represents a life’s work, a family legacy and meaningful wealth for a family, entrepreneur or investor. Pre-transaction planning is critical to achieving the optimal outcome.
Many business owners:
- Have never built a business plan supported by five years of financial projections.
- Have a trusted business attorney, but not a specialized M&A or securities attorney.
- Know their financial results in detail but have never conducted a forensic quality of earnings review.
- Draw regular income from their businesses but have made no plan for post-transaction earnings replacement.
- Have developed tax strategies for their businesses but have not considered the tax implications of a transaction and may not even know their stock or asset tax bases.
The Gray, Gray & Gray family of companies actively supports the transaction planning of Gray Strategic Partners clients. From our strategic planning team assisting with business planning and the development of financial projections, to our transaction services team providing the quality of earnings review (a critical component of every sale transaction), to our tax team developing tax strategies to maximize post-tax proceeds to sellers, to our wealth management team formulating investment and income strategies for a seller’s proceeds – we have you covered.
Buy Side Support
Our buy-side clients also must prepare for post-acquisition business operation. The acquisition of any business may require integration into another organizational structure, the replacement of management, the development of new growth plans, and any number of other issues. Our strategic planning team can help in the preparation and implementation of these plans, and are also available to consult in an operating partner capacity post-acquisition to ensure a seamless transition and implementation of a strategic plan for the first 100 days of ownership.
Overview of Transaction Support Services
Choosing the right resource to provide support and guidance is essential to ensure a smooth and successful acquisition as well as subsequent transition. Gray Strategic Partners offers a multi-faceted, proficient, and experienced group of M&A professionals who are ready to support your transaction from initial inquiry to full integration of the acquired entity. Our services are designed to ensure the acquisition process runs smoothly and the business is successfully integrated into the buyer’s operations.
Through our Power of MoreSM approach that calls on specific expertise from our affiliates at Gray, Gray & Gray, LLP and Gray Private Wealth, LLC, we offer a wide range of services that are applicable for M&A activities, including:
- Pre-transaction planning
- Choice of entity analysis
- Due diligence support
- Review of fund organizational documents
- Quality of Earnings review
- Business valuation
- Deal structure
- Financing and capital raising
- Tax planning
- Investment fund tax structuring
- Information technology due diligence, integration, and cyber security assessments
- Post-acquisition budgeting and forecasting
- Post-acquisition audit and tax services for portfolio companies
- Post-acquisition tax and financial planning for sellers
- Post-acquisition operating partner consulting services
Put Things in Motion with the Power of MoreSM
Contact us to today to learn how the Power of MoreSM can help ensure a successful transaction.
