During this stage, you must articulate the equity and exit story you will take to investors. This includes formulating and finalising your business plan and marketing strategy - ensuring it communicates and supports your story with evidence and facts. It’s important to recognise, anticipate and provide plans to mitigate areas of potential risk and challenge.

You must take into account, that typically you’re in partnership with your private equity backer for three to five years. Therefore, you must establish the PE deal fundamentals with thorough information to support your deal; including, agreeing on a timetable and approach with stakeholders.

How we can help with private equity preparation

BDO’s Private Equity Group prepares you for a PE Deal with advice in all facets of your business to complete a deal. Whether it’s assisting in formulating your equity story, planning resources or project management.

Our services include:

• Defining what success means to you, your team and your business
• Developing a robust business plan, including an underlying financial model with a returns analysis
• Deciding on your deal strategy to match your goals, by looking at price, types of potential investors and timing
• Creating plans and providing solutions to overcome operational issues
• Building a secure and comprehensive online ‘data room’ with information and content for investors
• Preparing the Information Memorandum and other accompanying selling materials
• Preparing Vendor Due Diligence including tax and financial information
• Analysing the PE market and tracking market activity to determine optimal launch point.

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