M&A Advisory
Deal readiness assessment, due diligence, synergy analysis, and integration planning
Deal Readiness
Due Diligence Checklist
Deal Structure Comparison
Asset Purchase
Buyer acquires specific assets and assumes selected liabilities.
Advantages- Tax benefits from asset step-up
- Cherry-pick assets & contracts
- Avoid unknown liabilities
- Simpler for buyer
- Higher tax burden for seller
- Contracts may need reassignment
- More complex documentation
Stock / Equity Purchase
Buyer acquires ownership interest in the entity itself.
Advantages- Simpler transfer of ownership
- Contracts remain intact
- Capital gains treatment for seller
- Preserves licenses & permits
- Buyer inherits all liabilities
- No asset step-up for buyer
- More extensive due diligence
Synergy Estimator
$480K
Revenue Synergies
Cross-sell, new markets, bundling
$320K
Cost Synergies
Shared overhead, volume discounts
$150K
Operational Synergies
Process improvements, tech stack
$950K Total Annual Synergies
Estimated realization: 18-24 months post-close
Integration Timeline
| Phase | Timeline | Key Activities | Status |
|---|---|---|---|
| Day 1 Readiness | Close - Day 1 | Communications, IT access, payroll setup, legal filings | Template Ready |
| Quick Wins | Day 1 - 30 | Cultural integration, team introductions, cross-sell identification | Planned |
| Foundation | Month 1 - 3 | Systems integration, process alignment, org structure finalization | In Progress |
| Optimization | Month 3 - 6 | Cost synergy execution, cross-training, brand alignment | Pending |
| Full Integration | Month 6 - 12 | Revenue synergy realization, full system migration, culture solidification | Pending |
| Value Realization | Month 12 - 24 | Synergy tracking, performance benchmarking, final optimization | Pending |
Compatibility Score
Overall: 76/100
Deal Summary
Enterprise Value$6.2M
Net Debt($1.1M)
Equity Value$5.1M
DD Completion72%
Est. Close Timeline90-120 days
Deal StructureAsset Purchase
Synergy Multiple0.15x added
Readiness by Area
Financial86%
Legal67%
Operational60%
Human Resources100%
Intellectual Property25%
Tax100%