You turn to Accordion.
We partner with your finance team to prepare for sale by collecting key analytical deliverables. We:
- Facilitate communication and data requests between investment banks, executives, sponsors, and potential buyers.
- Utilize BI tools to integrate transactional, operational, and financial data from multiple systems to support the sales process.
- Create a bottoms-up 5-year financial projection model to highlight key business performance value drivers and support your desired valuation.
- Conduct a comprehensive analysis of your historical financials and operational metrics—creating segmented reports on income, expenses, margins, KPIs, and customer data, in addition to a loss reserve analysis to clarify your policies for potential investors.
- Oversee the organization and management of the data room, ensuring accurate and detailed supporting documents and analysis from various departments for diligence.
Your value is enhanced.
You now have dynamic, robust, and easy-to-update models that support your equity story and provide buyers with better insight into your company’s financial and operational performance—enabling a more streamlined sales process at a higher valuation.