Transaction Advisory Services
Build A Better
Business Exit
You’ve dedicated yourself to building a successful business, and with its value at its peak, our team is ready to assist. The process of selling your business goes beyond mere financial transactions—it represents a significant turning point in your life. The Rodefer Moss team is here to assist you through the sale and to support you throughout this comprehensive process. Our goal is to ensure a smooth transition into whatever comes next, tailored to your unique path.
TRANSACTION ADVISORY SERVICES
Team
Jimmy Rodefer
Chief Executive Officer
Tim Van Cleve
National Director of Tax
Rickey Luttrell
Partner / Executive Director of Advisory Services
Michael Levesque
Executive Vice President of Growth & Development
Rick Swafford
Principal / Director of Advisory Services
Tonya Cherry
Principal
Mason Guymon
Senior Advisory Services Manager
.png)
David Nelson
Transaction Advisor
TRANSACTION ADVISORY SERVICES
Process
Consider ways to mitigate identified risks
As with any important transaction, identifying the underlying "what could go wrong?" helps us chart a course that mitigates risk.
Quality of Earnings (QofE)
A Quality of Earnings (QoE) report is a detailed analysis that is conducted by our credentialed financial professionals during the due diligence process. This report assesses the accuracy, sustainability, and consistency of a company's earnings by examining various financial aspects such as revenue recognition practices, expense management, cash flow patterns, and accounting policies. The objective of a QoE report is to provide insights into the underlying financial health and performance of the business.
Analyze tax consequences, tax strategy, and wealth/estate management matters
Both the transaction and seller proceeds can trigger a bevy of adverse state and federal taxes. Our CPA tax professionals will provide the expertise and big picture context to recommend a deal structure that optimizes your overarching financial objectives.
Valuation analysis (Valuation or Calculation), strategy formation, and deal structure discussion to optimize transaction value
Our Valuation professionals will assist you in ascertaining the likely range of value the market currently views your company. The Rodefer Moss team can then advise you on financial and operational strategies that can boost your value in the marketplace.
Debt reconstructing
Debt restructuring presents a valuable opportunity when selling a business. By strategically assessing and restructuring debt obligations, our aim is to enhance the business's financial profile, making it more attractive to potential buyers. This proactive approach not only optimizes the business's valuation but also mitigates risks, streamlines the sale process, and maximizes value for our clients.
Examine historical and prospective financial information - including peer benchmarking
Rodefer Moss transaction professionals carefully review your company’s 3-5-year historical performance metrics and provide analysis and comparisons to industry peer benchmarks [balance sheet and income statement]. This foundational first step helps uncover opportunities and value-robbing potential impediments.
Assess macro and micro industry factors
A company’s financial position and track record within its industry are key factors that shape valuations. Our experienced and credentialed professionals will use evidence-based analysis to lead into building a cogent a transition strategy.
Research potential buyers, including accumulating substantial financial research on primary targeted interested parties
Bona fide buyers should not be confused with the folks that often come out of the woodwork motivated by gaining market intelligence or swooping in to make a low-ball offer. This fodder is not good for your piece of mind and sours your perspective of the process. We will manage those distractions for you.
Finalize a list of approved prospective buyers
Pre-Market
Distribute market "teasers" and NDAs to qualified prospective buyers
To garner a meaningful response from the most relevant buyers, it's crucial to present essential information in a tailored format and tone. Professionally crafted market teasers establish a serious atmosphere and signal a well-executed transaction process. Conversely, a careless approach to market outreach can significantly diminish the likelihood of achieving the best possible outcome
Receive and evaluate indications of interest ("IOI")
This involves receiving and assessing Indications ofInterest (IOIs) from potential buyers or investors. Thefirm meticulously evaluates each IOI, consideringvarious factors such as financial terms, strategic andcultural fit, and credibility of the interested parties, todetermine the most promising offers. Through this process, we help clients make informed decisions that align with their objectives, ultimately optimizing the outcome of the transaction.
Initiate discussions with potential buyers
The sequence of a transaction discussion is important. You would not want to get too far down a path before establishing the credibility of a potential buyer. It is too expensive to occupy your time and that of your senior leaders with valueless meetings and dialogue. We will separate the “wheat from the chaff.” Prepare a Procedures Letter and send it with the CIM to prospective buyers who have executed NDAs.
Prepare a Data Room for Due Diligence. Facilitate potential buyers' due diligence for review and control the distribution of confidential information
We will meticulously prepare and manage the data room, ensuring confidentiality and controlling the distribution of sensitive information to potential acquirers. By guiding clients through the due diligence review process, the firm helps mitigate risks and optimize transparency in business transactions.
Receive, evaluate, and negotiate Letters of Intent ("LOIs") on your behalf
Assist during management presentations and interviews (if applicable)
Due diligence involves meticulous gathering and detailed documentation of data crucial fora business transaction. However, its comprehensive nature often diverts attention from critical day-to-day operations. Entrust the task to our seasoned Rodefer Moss analysts, who adeptly handle the essential information exchange on your behalf, allowing you to focus on running your business efficiently.
Select and negotiate with finalists approved by the Company
Assist legal counsel, insurance, and other advisors in preparing and completing definitive documentation
With all business transactions, there are many constituents that will rob your time and take you away from important “run-the-business" matters. Our seasoned team will handle the granular communication demands all while making important information exchanges efficient for you
Provide other services in order to assist the Company in completing a Transaction.
TRANSACTION ADVISORY SERVICES
Primary Services
Financial Readiness
A business wellness examination that focuses on the financial metrics of your business over time and compares those to industry or sector averages.
It includes critical financial ratio analysis for liquidity, profitability, leverage, and efficiency.
Often paired with a calculation engagement, the Financial Readiness Exam helps benchmark performance and identifies strengths and weaknesses to allow more informed decision-making.
SWOT Analysis
A four-quadrant strategic planning tool that assesses: strengths, weaknesses, opportunities, and threats. It provides a structured framework to enhance decision-making, and strategic planning. It also aids leadership alignment and facilitates focused communication.
Sector Breakout
Helpful information within your sector that provides insights and tools related to your specific industry.
Calculation
Under a calculation engagement, our valuation professionals work with you to agree on valuation approaches and methodologies to use, and the extent of procedures we perform, to arrive at indications of value under each of the approaches and methodologies used.
The procedures will be more limited than those for a valuation engagement and the valuation professional calculates the value in accordance with the agreement. The valuation analyst expresses the results of these procedures as a calculated value. The calculated value is expressed as a range or as a single amount.
A calculation engagement does not include all the procedures required for a valuation engagement and thus, is not as expensive.
Valuation
Our Valuation professionals assist you in ascertaining the likely range of value the market currently views your company and advise you on financial and operational strategies that can boost your value in the marketplace.
Quality of Earnings (QoE)
A Quality of Earnings (QoE) report is a detailed analysis to assesses the accuracy, sustainability, and consistency of a company's earnings by examining various financial aspects such as revenue recognition practices, expense management, cash flow patterns, and accounting policies. The objective of a QoE report is to provide insights into the underlying financial health and performance of the business.
Let's Talk
READY TO GET STARTED?
