Transaction Advisory Services

Transaction Advisory Services

Maximize the Value of your Company

p>Santry 360 provides experienced transactions advisory and consulting services, including mergers & acquisitions, succession, and exit strategy planning, for closely-held and family-owned businesses in the Midwest. Talk to us about how we can help you create sustainable value and growth for your company.

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Business Valuations

When companies require an objective and independent assessment of value, they look to Santry 360.

Our finance and accounting expertise, combined with our use and development of sophisticated valuation methodologies, fulfills even the most complex financial reporting and tax requirements for business valuations. We constantly monitor changing regulations from the Financial Accounting Standards Board as they develop implementation guidance and new financial reporting rules with company valuation implications. Armanino performs tax valuations and related consulting in accordance with the regulations and guidance established by the Internal Revenue Service and other taxing authorities.

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Transition Planning

Santry 360 can assist you in determining what is the right strategy for you. Based on what your personal and professional goals are. Often the terms succession planning and exit planning get used interchangeably.

However, there is a definitive difference between the two. It is important as a business owner that you understand the difference.

Succession Planning:

  • Identifying
  • Training
  • Transferring the leadership/management of a company to another person or team of people.

Exit Planning:

  • Identifying
  • Executing the transfer strategy of a company and its ownership to another person, team, or entity.

Succession planning is almost always part of exit planning. However, done correctly, exit planning doesn’t have to end as most owners think with the sale of their business.

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Transaction Structuring

Santry 360 can assist your legal team in navigating the negotiation process to ensure that deal you agree to is in your best interest, strategically and financially. If a merger or acquisition is in your future, be sure you take into account some key considerations before entering negotiations with the other party.

  • Transferability of liability
  • Third party contractual consent requirements
  • Stockholder approval
  • Tax Consequences.

As you analyze each of the three alternatives for structuring your transaction – stock purchase, asset sale or merger – keep in mind that whether you are the acquiring company or target company, you will have to compete for legal interests and considerations. It is important to recognize and address any material issues as you negotiate a particular deal structure with the other party.

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Buy and Sell Side Due Diligence

Sell-side due diligence is a helpful tool to help expose risks early on in the process. This gives your company time to address those risks to prevent them from potential pitfalls later in the sales process. This enables you to provide accurate information to present to potential buyers.

Buying or selling a business is quite a complex affair. No matter what side of the transaction you are on, one of the most important steps in that process is proper due diligence.

When considering a potential acquisition, your goal is two-fold:

  1. You need to find a company that fits well with your overall objectives.
  2. You need to obtain it at the right price.

Objective due diligence provides a factual assessment of important areas that you must consider before moving forward with the transaction. First, it will help you validate a company’s finances. Next, it will give you an insider’s look at strategic and operational characteristics of the company that may make the deal more attractive or put it out of the running altogether.

As a seller, your goal is also two-fold:

  1. Secure a successful transaction
  2. Close it at the highest price possible.

Taking time to perform due diligence beforehand will help give you a realistic valuation for your company before you begin the search for a buyer.

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