Companies preparing for a sale or divestiture are becoming increasingly more sophisticated and prepared prior to entering a formal sales process. Senior executives are faced with the pressure to convert the process into a sale in a timely manner, maximize value, and reduce the disruption to the day-to-day management of the business.

Enlisting the assistance of M&A experts to perform sell-side due diligence prior to a formal sales process allows the seller to retain control, mitigate potential risks, and maximize value with the financial and tax data presented to buyers. Stout experts operate as an extension of your team and provide knowledge and insights throughout a transaction. Our sell-side financial and tax due diligence services are highly scalable and can be tailored to meet your needs.

Our Services

We assist sellers in preparation for a potential sale or divestiture. We focus on historical financial and tax information to uncover value and get ahead of potential issues. We can tailor our level of support to fit transactions of all scale and size. Our services assist sellers in:

• Accelerating the transaction process
• Mitigating financial and tax risks associated with the transaction
• Reducing the burden on the finance and tax teams and advisors
• Organizing the documents bidders’ diligence teams will request
• Understand your net after tax cash proceeds from various structuring alternatives
• Increasing the likelihood of receiving informed quality bids
• Handling financial and tax questions from bidders’ diligence teams
• Maintaining an organized sell process

Other Transaction Advisory Services

• Modeling and advising on the tax implications of various structuring alternatives, including the potential tax benefits to the buyer 
• Reviewing draft purchase agreements and other transaction-related documents
• Assisting with post-closing statements and the settlement of net working capital
• Assisting in discussion with internal or external parties

Who We Serve

• Private equity funds
• Shareholders
• Corporate development directors
• CFOs
• Corporate controllers
• Tax directors
• Corporate boards
• Lenders