Sell-Side Financial Assessments: Preparing for a Smoother, Stronger M&A Process
What’s Included in a Sell Side Financial Assessment?
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Working Capital Analysis
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We benchmark working capital against deal norms to help clients anticipate buyer expectations and set realistic negotiation targets.
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EBITDA Normalization
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We identify and adjust for nonrecurring, discretionary, or owner related expenses to present a clear view of sustainable earnings and potential buyer synergies.
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Cash to Accrual Conversion
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For businesses managing their books on a cash basis, we provide accrual conversions that align financial reporting with GAAP. This ensures accurate revenue recognition and expense matching, critical for valuation accuracy.
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Projection Alignment
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We work with management to align forward looking forecasts with historical performance, ensuring key assumptions are supported by data. This helps avoid the valuation disconnects that often derail diligence.
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Why It Matters
Let’s Talk
What’s Included in a Sell Side Financial Assessment?
-
Working Capital Analysis
-
We benchmark working capital against deal norms to help clients anticipate buyer expectations and set realistic negotiation targets.
-
-
EBITDA Normalization
-
We identify and adjust for nonrecurring, discretionary, or owner related expenses to present a clear view of sustainable earnings and potential buyer synergies.
-
-
Cash to Accrual Conversion
-
For businesses managing their books on a cash basis, we provide accrual conversions that align financial reporting with GAAP. This ensures accurate revenue recognition and expense matching, critical for valuation accuracy.
-
-
Projection Alignment
-
We work with management to align forward looking forecasts with historical performance, ensuring key assumptions are supported by data. This helps avoid the valuation disconnects that often derail diligence.
-
Why It Matters
Let’s Talk
What’s Included in a Sell Side Financial Assessment?
-
Working Capital Analysis
-
We benchmark working capital against deal norms to help clients anticipate buyer expectations and set realistic negotiation targets.
-
-
EBITDA Normalization
-
We identify and adjust for nonrecurring, discretionary, or owner related expenses to present a clear view of sustainable earnings and potential buyer synergies.
-
-
Cash to Accrual Conversion
-
For businesses managing their books on a cash basis, we provide accrual conversions that align financial reporting with GAAP. This ensures accurate revenue recognition and expense matching, critical for valuation accuracy.
-
-
Projection Alignment
-
We work with management to align forward looking forecasts with historical performance, ensuring key assumptions are supported by data. This helps avoid the valuation disconnects that often derail diligence.
-
Why It Matters
Let’s Talk
About The McLean Group
For over 30 years, The McLean Group has been providing investment banking and financial services offerings focused on the Defense, Government & Intelligence (DGI), Security, Critical Infrastructure, Maritime, Facility Services, Unmanned Systems, and Public Safety markets. Our 60+ professionals bring deep industry experience and relentless execution to every client engagement. We provide solutions that blend financial creativity with operational expertise. Whether we are providing transaction advisory, valuation opinions, or growth capital, our services are unmatched in these core markets. Learn more at www.McLeanLLC.com.
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