Diagnosis & Overview
A merger, acquisition, or business sale can be one of the most consequential decisions an owner makes. BizOps provides transaction support across valuation, normalized earnings analysis, deal structure, due diligence, and negotiation. Whether you are evaluating an acquisition target, preparing your company for sale, or considering a strategic combination, we help determine what the business is worth, identify risks, and assess whether the transaction makes economic sense.
Common Situations Where This Becomes Urgent:
- Considering the sale of your business and needing sell-side financial preparation.
- Evaluating the acquisition of a competitor or complementary company.
- Determining an appropriate, data-backed purchase price or valuation range.
- Assessing normalized earnings, working capital requirements, and transaction deal structure risks.
Strategic Focus & Outcomes
What We Focus On:
A successful transaction requires more than agreeing on a headline price. The true economics depend on deal structure, quality of earnings, post-closing working capital, and operational execution.
Deliverables & Scope Typically Include:
- Business valuation and transaction pricing using normalized earnings and market multiples.
- Buy-side financial analysis including purchase economics, financing requirements, and downside modeling.
- Sell-side preparation including financial cleanup, value-driver identification, and data room readiness.
- Financial due diligence examining revenue quality, margins, customer concentration, and liabilities.
- Deal structure analysis evaluating cash consideration, seller notes, earnouts, and rollover equity.
- Post-transaction planning covering integration milestones, cash requirements, and operational targets.
Roadmap & Success
What Success Looks Like:
The highest purchase price is not always the best deal, and the lowest acquisition price does not automatically make an investment attractive. Our role is to provide the objective analysis needed to evaluate tradeoffs clearly so you enter a transaction with complete transparency.
How It Works:
- Step 1: Diagnose transaction objectives, preliminary valuation, and baseline financial performance.
- Step 2: Perform normalized earnings adjustments, due diligence analysis, and scenario modeling.
- Step 3: Structure transaction terms, financing options, earnout parameters, and risk allocations.
- Step 4: Establish post-close financial targets, integration roadmaps, and transition milestones.
Ready to evaluate your M&A transaction?
Request an M&A advisory consultation to discuss your business sale, merger, or prospective acquisition with complete confidentiality.
Frequently Asked Questions
What does an M&A advisor do?
An M&A advisor helps owners or buyers evaluate and manage a transaction. Depending on the engagement, the work may include valuation, financial analysis, normalized earnings, due diligence, deal structure, scenario modeling, negotiation support, sale preparation, acquisition analysis, and post-transaction planning.
When should I start preparing to sell my business?
Preparation should begin before the company is formally marketed. Owners often need time to clean up financial reporting, reduce customer or owner concentration, document operations, improve margins, organize contracts, and build a credible forecast. Starting earlier creates more options than trying to fix weaknesses during buyer due diligence.
What is adjusted or normalized EBITDA?
Adjusted EBITDA starts with reported earnings and then evaluates whether certain expenses or income items are nonrecurring, discretionary, owner-specific, or otherwise not representative of ongoing operations. Buyers and sellers use these adjustments to estimate sustainable operating earnings, but every adjustment should be supportable.
What happens during financial due diligence?
Financial due diligence examines whether the company’s reported performance is accurate, sustainable, and consistent with the transaction assumptions. Review areas may include revenue quality, margins, working capital, customer concentration, recurring expenses, liabilities, cash flow, accounting policies, and significant contracts.
What documents should be organized before an M&A process?
Common items include historical financial statements, tax returns, current financial results, customer and revenue data, major contracts, debt information, payroll, asset schedules, forecasts, organizational documents, and key operating information. A well-organized data room can make diligence more efficient and reveal gaps before a buyer does.
Have more questions about mergers and acquisitions?
Schedule a consultation with a BizOps strategic advisor to discuss your company's specific needs and milestones.
