Transaction Support Services

Our range of services in this area is designed to assist the business in effectively undertaking the actual transaction itself. It can be quite frustrating when a great business is not adequately presented to the target acquirer/investor, potentially jeopardizing the result.

Preparation of Offer Documents
Depending on the nature of the transaction, we could be involved in the preparation of Prospectus, Offer Information Statements and Information Memorandums. This is a complex area, particularly in relation to the many legal obligations that surround the offer of securities to the market. Further, it is critical that the documents adequately represent the opportunity to investors or acquirers.

Taxation & Structuring
Our expertise in taxation is a natural compliment to the Corporate Finance area. Each stage of the business life cycle brings with it complex taxation issues, particularly Capital Gains Tax.

We will work closely with our client to ensure that the most appropriate corporate structure is adopted by a business and that the quantum and timing of taxation expense is minimized in the business realization process.

Due Diligence
There is increasing pressure on investors to ensure that investment decisions are sound. Our due diligence process assists our clients to make critical investment decisions by both identifying and managing the risks associated with the transaction.

Our approach to due diligence assignments involves an in-depth analysis of the information provided. We look behind the numbers in the financial statements and assess the business as a whole. Further, we pay particular attention to the opportunities that are inherent within the existing business or could be derived by the potential acquirer post transaction. We believe that this approach differentiates us from our competitors.

Business and Share Valuations
We have conducted business and share valuations in relation to a number of matters including:

• Transactions involving the acquisition or sale of businesses and/or assets
• Succession planning
• Debt and equity raisings
• Group restructures
• Divestments
• Share buy-back arrangements
• Dispute resolution
• Taxation and stamp duty

Our valuations have been performed for a variety of business structures including:

• Companies
• Trusts
• Partnerships
• Unincorporated joint ventures

Our clients are mainly medium to large private businesses; however we have been involved in some public ventures. Our expertise extends into many industries including:

• Manufacturing
• Wholesale and distribution
• Retail
• Building and construction

Financial Modelling
Our firm has an experienced group of specialists whom, using computers spreadsheet technology and other software diagnostic tools, develop complex but user-friendly financial models.

Our models are essential to the business decision making process and are typically utilised in the following circumstances:

• Accompanying a strategic business plan
• Complementing an Information Memorandum, Offer Information Statement or Prospectus
• Valuation of businesses for acquisition or sale
• Mergers, MBO's and IPO's
• Assessment of refinancing alternatives
• Budgeting and cash flow forecasting for existing business operations
• Scenario and sensitivity analysis
• Business case development including project analysis

Our financial models are produced in accordance with a proven methodology and typically comprise an integrated profit and loss, balance sheet and cash flow forecast.

The model will also have an “input sheet” specifically tailored to your business or project to ensure:

• The model caters for the specific realities of your business and/or project
• The model can adequately and efficiently cater for scenario and sensitivity analysis
• The model is able to be used by your staff long after our consultants have left your premises
• The protection of the integrity of the data and calculations within the model

Applications for Finance
We are often involved in sourcing debt finance for our clients. In order to secure the finance on reasonable terms and conditions, it is critical that the client is adequately presented to the financier. The application for finance document is the opportunity to present the business to the financier in an appropriate way.

More info:

Gary Douglas
Principal
(03) 9521 3000

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