A liquidity transaction can take the form of a sale of the business, management buy-out ("MBO"), shareholder buy-out or a re-capitalization where private equity invest in the business in order to allow distributions to existing shareholders. If one of these alternatives may be considered in the future, advance planning is critical to maximize value, reduce risk to the business and improve the likelihood of a successful transaction closing.
Our team can assist you in the following areas:
- Assessing shareholder requirements and legacy goals
- Tax structuring
- Assist in aligning business for investors perspective
- Identification of value drivers
- Improvements in revenue and EBITDA
- Identification of transaction risk issues
- Documentation of add-backs
- Prepare for due diligence
Contact George Shaw at 781-397-5125 or gshaw@dgccpa.com for more details.