Prepare your company—or investment—for a successful transaction

Proactively preparing a business for a sale, generational shift or other major change is critical to maximizing the company's value and ensuring a smooth, successful transaction or transition As the saying goes: “Preparation determines the price” — staying ahead minimizes risk and increases the chances of a successful deal. With experience in corporate transactions and strategic leadership, I will help you eliminate risk, highlight strengths and position the company for a deal on the best possible terms.

For whom?

• Company owner and CEO: For those who plan to sell all or part of the company, carry out a change of ownership or a major restructuring. I will ensure that your company is transparent and in the best possible condition for a transfer.
• Potential buyers/investors: For example, in a management buy-in or when the next generation is about to take over. You want to ensure that the company you are investing in is well prepared, value optimized and risk minimized before the transaction is executed.
  

Mid Offer: Analysis, Optimization and Consulting

I analyze your company's strengths, identify risk areas, and review your financial structure to help you optimize your business for an upcoming sale or investment. A carefully executed preparation simplifies the transaction and ensures the best possible valuation.

Examples of focus areas:

• Structuring & DD preparation: I ensure all legal, financial and operational documentation. It also includes sustainability-related documentation as well as IT/AI documentation, to ensure a transparent and efficient due diligence process.
• Positioning & Buyer Identification: Clear positioning of the company in the market and identifying the right potential buyers or investors that suit your particular business.
• Strategic Risk Management: Proactive risk management to minimize uncertainties and avoid unpleasant surprises before and during the transaction.
• Investor Presentation: Developing a clear and informative investor presentation that communicates the company's strengths, value drivers and future potential.

Why hire me?

With many years of experience in buying and selling companies — both as a stock exchange CEO and in venture capital — I offer strategies that are practical, proven and grounded in reality. I have identified and evaluated many acquisition targets myself and therefore know exactly what is required for a successful transaction for all parties involved.

All my advice is tailored to the unique needs of your company and given with full objectivity and neutrality towards all parties in the process. You get a partner who only looks after the best interests of the business, with no ties to any side — something that creates security for both sellers and buyers.

Working Methodology in Four Steps

I follow a proven four-step work process to maximize the chances of a successful deal:

1. Initial analysis: Mapping the current situation and identifying any obstacles or risk factors.
2. Optimization: Implementation of selected actions that increase the attractiveness and value of the company.
3. Presentation: Develop a clear and compelling investor presentation that highlights the company's strengths.
4. Negotiation: Active support throughout the negotiation process to ensure the best possible business conditions.

Custom Schedules

The bet is tailored to your needs and timeframes:

• Short term (3—6 months): Focus on timely preparation for due diligence and initial positioning against the market.
• Medium term (6-12 months): Active optimization of operations and targeted processing of selected potential buyers/investors.
• Long term (12+ months): Long-term strategic planning to progressively maximize value over time and build a stronger position for future transactions.

Expected results

A well-prepared and value-optimized operation leads to tangible results:

• Higher Rating: Your business can get a higher price tag thanks to improved performance and reduced risks.
• More efficient DD process: The due diligence process becomes more efficient and smooth when everything is prepared and transparent, saving time for both sellers and buyers.
• Greater interest: Increased attractiveness of the right buyers/investors results in greater interest and potentially more bids or better terms.
• Reduced risk: Fewer surprises or obstacles emerge during the sales process, minimizing the risk of delays or the deal failing.

Engagement and close cooperation

I work in dense dialogue with you and the company's key people throughout the process. This close cooperation creates clarity and transparency, as well as builds trust with potential buyers. The goal is for everyone involved to feel informed and secure through every step of the deal.

Price and Business Model

My pricing is flexible and Adapt to the project scope and objectives. This may be a fixed price for the entire assignment, ongoing monthly remuneration or a performance-based remuneration linked to the outcome of the transaction. We agree on a model that fits your situation and creates the right incentives for a successful outcome.

After closing the transaction

To ensure continued success, I also offer support after the deal is completed. This may include advice on integrating the sold company into a new structure, investment advice for the capital you receive, or support in following up any performance-based agreements (e.g. earn-outs). I am present as a ball board even after the deal has been completed, so that both buyers and sellers get the best possible transition.

Contact us for a free and unconditional conversation about how we can help your company to a successful business. An early dialogue with us can be crucial to maximizing value — don't hesitate to get in touch today.

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