Mergers & Acquisitions

Scale Up!

A corporate transaction will be the most significant event your company experiences. "Take your shot!"

Buy The Ideal Company

Fortify your due-diligence!

Business professionals shaking hands in an office, with documents, charts, and laptops on the wooden table.

    1. If growing your business means acquiring target companies, the due diligence effort falls on you.

    2. Understanding the company you intend to buy - its risks and its commitments - is imperative.

    3. You must know the “stickiness” of the customer list, the Quality of Earnings and contingent liabilities.

    • Interviews with target staff to understand the business and its metrics

    • Examining historical records

    • Inquiring on previous audits or other financial engagements 

    • Validating cash flow, customers and revenue

    • Validating Financial Projections

Sell Your Remarkable Company

Get What Its’s Worth!

Two people shaking hands, seen through a glass wall with reflections, in a professional setting.

    1. If you’re ready to exit, preparing for selling your company is critical. “You only get one shot!”

    2. You’re own due diligence groundwork includes installing a data room, selecting an investment bank, etc. So much more than a business proposal!

    3. Are you prepared to demonstrate the steadfastness of your customer list, your true assets value and shine through a Quality of Earnings study?

    • Establishing support documents before going to market

    • Examining and guiding the cleanup of historical records

    • Preparing for deep due diligence by performing Quality of Earnings studies and leading you through outside audits.

    • Developing a “Confidential Information Package” on your company

    • Assisting with financial projections and illustrating performance metrics

Two metallic dice showing 'BUY' and 'SELL' on their facing sides, placed on a financial chart with fluctuating line graph.

Multi-Transactional Expertise

    • Need a more intricate M&A transaction?

    • Does your growth require multi-stage buys and sells?

    • Whether it’s a phased approach for risk mitigation or complexity management, we have the expertise to navigate, execute and close the deal.

      Contact us for more details!

"It's like a rocket. You only get one shot!" - Shane Cormier, CEO of Proactive Strategies