Markstein Partners Markstein Partners

Transaction readiness

Get the business, the numbers, and the story ready before buyers look. Choose individual focus areas or combine them into a full readiness program.

What’s included

Improve and plan

  • Improvement initiatives and value enhancers
  • Strategic blueprint, sector and service assessments, and growth plan
  • Industry, regulatory, and reimbursement reports

Prepare for diligence

  • Detailed enterprise valuation
  • Financial modeling and projections
  • Light due diligence assessment and an initial, mid-level quality of earnings report
  • Go-to-market EBITDA preparation

Get ready to go to market

  • Pre-transaction information materials
  • Data room readiness
  • Investment banker selection

How we engage

Individual focus areas

Engage us for a single piece of work, such as a valuation or an initial quality of earnings report.

A full readiness program

Work through each area in turn, building toward a transaction.

When it fits

  • You are planning a sale or financing and want to go in prepared.
  • A buyer has approached you and you want to know where you stand.
  • You would rather find diligence issues yourself than have a buyer find them.

Start with a conversation.

Tell us a little about your company and what you’re considering. A partner will follow up with you directly.

Talk with a partner