Example Engagements for Mergers & Acquisitions Advisory Services

Strata’s goal is to assist the business owner in a manner that allows the owner to continue to focus on running his or her business while we here at Strata focus on the details of the transaction at hand.

Mergers & Acquisitions Advisory Services include the following:

Purchase and Sale Representation;

• Due diligence planning and coordination
• Developing merger and acquisition strategies
• Assisting owners in the sale of their companies
• Coordination of tax and legal and accounting functions
• Management buyouts
• Divestitures and spin-offs

Financing/Capital Needs Advisory Services to Achieve Growth;

• Borrowing needs assessment
• Negotiating with financing sources
• Locating funds for expansion or investment
• Identifying potential buyers
• Preparing corporate profiles
• Preparing confidential marketing materials
• Capital planning

Pre-sale Preparation to Improve Value;

• Strategic planning
• Organizational structure or restructuring
• KPI/Metrics analysis

In addition to working with business owners, our experts work with existing attorneys, CPAs and other financial advisors in order to provide the best solution for the client and his or her team of advisors.