Transaction advisory services
We know there is an unlimited amount of considerations and choices you, as a business owner, must make every single day. But considerations around transactions – buying, selling, expanding or restructuring – are major considerations, and oftentimes more questions arise after making your initial decision to buy (or sell, or expand, or restructure…). With so many areas of operation affected, and both business and personal impacts to consider, transaction processes are complex enough already – you don’t need unnecessary surprises uncovered along the way.
Crafting a clear roadmap for a smooth transaction takes talent. The type of talent our transition advisory team provides.
Our transaction advisory professionals take a hands-on approach, working closely with you and your management team and with financial institutions and private equity groups in order to realize the greatest value of your transaction.
Our experts are ready to guide and assist you in:
Our network of contacts is useful in sourcing various forms of debt and equity. We can secure project, expansion and turnaround financing as well as design innovative borrowing and corporate recapitalizations. We also use private and public equity markets to help our clients find the resources they need.
We work with you every step of the divestiture process. We conduct thorough research to determine the appropriate market value for your business. Information memoranda and detailed business plans are prepared as we identify prospective buyers and potential investors. We negotiate on your behalf and assist in the successful completion of your transaction. When the time is right to sell, we also perform reverse/seller due diligence to help you prepare for a sale. Our process prevents unanticipated surprises during buyer due diligence.
Traditional due diligence focuses on the company and its financial issues. Our enhanced process includes an operational component that provides added insight into the financial information that potential acquirers are concerned about.
The due diligence process is more than a financial review, it is a tool for reliable financial forecasting and planning a sustainable business future. We evaluate earning potential, analyze the quality of assets, prepare financial models and develop industry comparables and corporate positioning.
We have experience arranging strategic alliances and determining appropriate pricing and value. Our professionals quantify potential synergies and pinpoint business risks and opportunities, identifying value drivers and measuring the impact of strategic initiatives of the company. A merger or acquisition is a big step in the life of any business. When each step means precious time and money, let us help you make sure you’re heading in the right direction.
We develop a highly customized post-acquisition integration plan for you before the transaction is completed. Subsequently, we support you in the implementation of the plan, staying with you while the plan is put into motion in order to mitigate any integration risks and help maximize efficiencies.
When it comes time for the next step in your business’s evolution, we help you plan, execute, and enjoy the spoils of your deal well done.
Meet our expertsThe people behind the expertise.
Eric BarbieriCPA, CA, CTP, CIRP, LIT
Marc YedidCPA, CA
Clayton SpahnCPA, CA
Vimal KotechaMBA, CPA, CA, CBV, CFF
Ian WeinsteinCPA, CA, CBV
Joe Lo DicoCPA, CA, CBV
Food for thoughtWhat’s in the news & what you need to know.
Survey of Bank Forecasts – December.
BoC turns Dovish, surveyed banks lack consensus The Bank of Canada (“BoC”) turned dovish and kept the overnight rate unchanged on December 5 – citing moderating global growth, a decline in business investment caused by trade uncertainty, and a materially weaker energy section as oil prices slumped. Governor Stephen Poloz further highlighted that the main […]Click to read more.
Chances are, at least some of your passwords are already in the wrong hands.
By: David Greenham, CISSP, CISM, CISA, SCF, QSA, Sr. Manager, Richter So you receive a poorly-crafted email, full of spelling and grammatical mistakes, claiming to be from someone who has installed malicious software and taken control of your PC. They’re demanding a ransom in Bitcoin or they will send compromising photos to all of your […]Click to read more.
Survey of Bank Forecasts – November.
Loonie struggles as oil weighs on Canadian economy At the time of the publication, the CAD traded at 75.86 US¢/CAD, the lowest level since July. The Canadian economy has struggled on the heels of record low oil prices and the country is currently experiencing a current account deficit. National notes that the positive economic news, […]Click to read more.
A holistic approachfocused on you
Whether for business or personal; with one challenge or our full suite of services, Richter’s approach is always strategic, insightful and all-encompassing. Guided by our values and rooted in trust, we’ve helped clients thrive for over 90 years.