Preparation of a presentation file.
On the basis of a structural questionnaire, the transferor collects the data in order to get a complete picture of his company.
– legal form & articles of association
– Activity & history of the company
– corporate culture & structure
– analysis of company data: Balance sheets and P&L statement
– market data on the sector
– customers, suppliers
– staff, management…
– positioning
– expected timing
– form of acquisition (share of asset deal)
– Discussions
On the basis of this information, the consultant draws up a presentation file. This presentation file is used as an introductory document to potential buyers.
Border information :
– Tax consequences (personal and financial (income, assets, etc.))
– transitional period or immediate transfer
– non competition clause & reps & warrants
– which purchasers have preference (optimisation of sales)
– immovable property
Estimated time spent: 3 weeks