CORPORATE FINANCE
Divestitures and Acquisitions
As a business owner, selling or buying a business can be the most important financial transaction in your lifetime, and involves a significant amount of emotional energy and overall effort. At Kalex Partners Inc., we are pleased to offer a variety of buy and sell side transaction advisory services to guide you through these pivotal milestones including assisting you with the following:
Selling a Business
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Determining how much your business is worth (calculations and financial projections/modelling to generate a price for your company)
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Assessing various structuring alternatives
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Preparing marketing documents to highlight key performance indicators, metrics, and value drivers of your company for potential buyer
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Preparing a Quality of Earnings report
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Selecting and approaching possible purchasers (including using our network to find a suitable buyer)
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Data room preparation and due diligence management (for buyers to review details of the company to expedite the sale process)
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Setting a price and negotiating terms
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Coordinating with legal and tax advisors (to ensure the price and all other considerations have been taken into account and appropriately documented)
Buying a Business
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Developing an acquisition strategy
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Identifying suitable targets (including using our network to find a suitable target)
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Undertaking financial due diligence (review detailed financial records of the seller for accuracy and items affecting price)
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Preparing a Quality of Earnings report
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Performing financial analysis and valuation of the business
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Setting a price and negotiating terms
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Assessing various financing and structuring alternatives
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Assisting with obtaining financing (debt or equity capital)
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Providing advice when drafting legal documents (mitigate the risk a deal is structured in a such a way that you pay more than you expect or take on an unknown liability)