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Sell-Side Due Diligence

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Optimize your sale value

Conducting sell-side due diligence prior to taking your company to market will help make your company more marketable, avoid surprises once potential buyers conduct their own diligence, expedite the sale process, and bring more certainty to close. Our approach includes a quality of earnings analysis, working capital assessment, tax compliance, tax structuring, and purchase price allocation analysis. Our experts are very thorough in their approach, looking beyond the reported financials to provide insights into potential issues that ultimately improve buyer and lender confidence.

Our approach provides you with a buy-side perspective, providing clarity on what exactly buyers will focus on, along with how they will view recent trends, EBITDA adjustments, and other issues identified during the process. By sharing our quality of earnings report with potential buyers early in the process, they can submit a letter of intent based on fully vetted information. This helps avoid purchase price adjustments due to issues normally uncovered later in the process.

Sell-side due diligence also shortens the time to close by allowing the buyer to complete their own diligence more quickly. Most of what the buyer aims to accomplish will have already been completed, data will already be readily available and organized appropriately, and your management team will be well versed on any potential issues raised. While this approach saves you and your team valuable time, it also keeps your transaction on track.

Critical due diligence considerations

boardrooom with wood table and white office chairs
7 min read
2019’s new PE valuation rules: Key things to know
New valuation guidelines emerged in 2019 that will impact private equity and venture capital firms and their portfolio companies. The new rules bring both clarity and complexity—and firms should act now to implement them. Here are the highlights.
David Howell
Article December 5, 2019 7 min read
Minimizing your risk of GAAP-related post-close disputes
Brian Lappen
Article October 25, 2019 4 min read
Thinking of selling? Maximize your return with sell-side due diligence
Robert Shefferly III
Article January 9, 2019 3 min read
Data tells its own story in your deal's due diligence phase
Joanne Baginski
Article December 14, 2018 4 min read

Six critical due diligence considerations for private equity
Strategies to mitigate uncertainties and invest with greater confidence

Private equity exit planning strategies

Stairway with an escalator next to it.
1 hour watch
The Tax Cuts and Jobs Act and Wayfair decision: Their impacts on private equity
Wondering what impacts the Tax Cuts and Jobs Act has on private equity funds? Need more information on the impacts and opportunities created by the Wayfair decision regarding your portfolio companies? View our on-demand webinar, presented in partnership with ACG Global, to learn more.
Jeremy Sikkema
Webinar January 23, 2020 1 hour watch
Private equity exit planning: Five key strategies to unlock maximum value
Michele E. McHale
White Paper February 6, 2019 15 min read
New private equity valuation requirements in 2019: Three things you should know
David Howell
Webinar Thursday, Dec. 5, 2019 60 min watch
Seven steps to getting the sale price that you want when exiting
Joanne Baginski
Article June 8, 2017 1 min read

Sell-Side Due Diligence Thought Leadership

Basket of food in store
1 min read
Food company achieves successful sale in the midst of massive growth
A middle-market-branded food company was experiencing exponential growth while simultaneously preparing for a sale. Here's how they successfully closed the transaction and met new public company regulations.
Brian Wiedenhoeft
Case Study September 3, 2019 1 min read

Honest and strategic advice

We know that time is a limited resource. Our transaction advisory specialists understand the intricacies of your industry. No matter if your deal is simple or complex, chances are we’ve seen it — and we know what drives value. Our experts will help you maximize your sale price.

“We know a sale can be an emotionally charged undertaking,” says Matt Petrucci, transaction services leader. “We bring decades of experience to the sales process, and will provide honest, objective advice — even if it’s something that’s difficult to hear. You’ve spent years investing in your business; you can trust we’ll guide you down the best path to maximize the return on your investment.”

Our clients say

Our Plante Moran professionals really stay focused on what is important in a financial statement. They don’t waste time on things that don’t matter. They don’t interfere with our day-to-day lives. And they are considerate. They do things on our schedule. Most importantly, they have helped us transition from the mindset of a privately owned company to one owned by private equity investors. They remind us that it’s important to share information and avoid surprises. We greatly benefit from their experience serving other companies that have been bought by private equity groups.

 

Paula Sidlowski CFO, Hughes Associates Inc.

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