Sale Preparation – professional M&A advisory
Make your company sale-ready – documentation, processes, presentation.
Professional support
In every phase of the process
Advisory from the first analysis to successful closing – confidential, structured and with an eye for the right partners.
Targeted approach
Find the right counterpart
Whether strategic buyer or investor: Identification and contact of suitable candidates from network and the relevant market.
Documentation & preparation
Sale or investment ready
Professional preparation of materials and acceleration of the transaction process.
Sale Preparation – what is it about?
A sale-ready company is more than one with good figures. It has clean documentation, well-thought-out processes and convincing presentation. Sale preparation brings your company into this form – before potential buyers or investors enter the process.
Accompaniment in preparing finances, presenting the business model and preparing all relevant materials. The result: a professional presence that builds trust and accelerates the sale process.
What does sale preparation include?
Financial preparation: Reconciliation of P&L and financial statements, creation of management reporting, trend analyses and forecasts. Buyers and investors expect consistent, traceable figures.
Documentation and presentation: Teaser, investor presentation and if needed investment memorandum. The company is presented clearly and convincingly – including USP, market position and growth potential.
Processes and organisation: Clarification of process descriptions, contracts and organisational structures. Open points are identified and addressed where possible before due diligence starts.
Our approach to sale preparation
Preparation can take from a few weeks to several months – depending on the state of materials and timeline. Prioritisation of the most important levers and pragmatic execution.
Ideally, start early enough so that a strong position exists when entering the <a href="/en/services/company-sale" class="text-neutral-900 underline hover:underline">sale process</a>. This reduces stress, shortens <a href="/en/services/due-diligence" class="text-neutral-900 underline hover:underline">due diligence</a> and increases negotiating strength. Similar processes are described in our <a href="/en/case-studies" class="text-neutral-900 underline hover:underline">case studies</a>.
Typical process
Status analysis
Inventory of existing materials, finances and processes.
Financial preparation
Reconciliation, management reporting, forecasts and KPIs.
Presentation & teaser
Creation of investor presentation and teaser for buyer approach.
Data room preparation
Structuring and preparation of materials for due diligence.
Learn more about Sale Preparation?
We are happy to advise you without obligation. Arrange a call or write to us.