Mergers & Acquisitions (M&A) Prep

Service Description

M&A deals are high stakes. Without proper preparation, you risk undervaluation, hidden liabilities, or a failed transaction. Our M&A Prep (“Pre-Transaction Readiness Support”) service equips you with the financial clarity, compliance readiness, and strategic positioning you need to negotiate from strength and close with confidence. Why This Matters M&A transactions involve more than numbers — they involve risk, culture, and long-term value. A poorly prepared deal can expose you to unexpected liabilities, missed opportunities, or post-merger chaos. Preparation ensures you enter negotiations informed, compliant, and in control. What You Get Financial Readiness • In-depth review of financials, forecasts, and cash flow stability. • Identification of red flags that could lower valuation. Compliance & Risk Check • Gap analysis of policies, contracts, and regulatory requirements. • Remediation strategies to eliminate deal-breaker risks. Operational Due Diligence • Assessment of workflows, vendor contracts, and staffing structures. • Integration planning to streamline post-merger transitions. Strategic Positioning • Guidance on highlighting strengths and addressing weaknesses. • Preparation of supporting reports and data rooms for buyers or investors. Full Professional Report (Delivered in 24–48 Hours) • A structured readiness report with actionable recommendations. Why Book Now Every deal moves fast — and unprepared sellers lose leverage. By securing M&A Prep now, you’ll strengthen your valuation, avoid costly surprises, and step into negotiations with confidence. Lower end ($1,500–$2,500) = Smaller businesses, light prep (basic compliance checklists, document organization, policy gap review). Higher end ($3,000–$4,500) = Mid-sized businesses, deeper prep (full compliance package, risk analysis, readiness reporting, pre-due diligence binder). Duration / Timeline: 📅2–6 weeks, depending on scope and document availability. 📅2–3 weeks = Streamlined prep for a small company. 📅4–6 weeks = Comprehensive prep for larger organizations with multiple departments or complex compliance needs. 👉 Book your M&A Prep (“Pre-Transaction Readiness Support”) Assessment today and make sure your next deal is built for success. “AltumStratus does not provide licensed legal, financial, tax, or investment advisory services. Our role is to prepare, organize, and advise on operational and compliance readiness in advance of formal M&A transactions.”