Sell-Side Due Diligence

Maximize Value, Minimize Risk and Control the Deal Process

In nearly every transaction, buyers will conduct extensive financial due diligence to validate pricing and uncover potential risks. That’s why it is critical for private companies preparing to sell all or part of their business to proactively conduct what’s known as sell-side due diligence — including a comprehensive Quality of Earnings (QofE) analysis, tax diligence and operational reviews — to help protect and maximize enterprise value. Engaging experienced transaction services professionals early allows sellers to anticipate buyer scrutiny, address issues proactively and present a clear, credible financial story to the market that can result in a more competitive bidding environment.

Cohen & Co’s seasoned transactions services team can provide the insight and structure needed to execute an efficient, high-quality deal. From conducting sell-side financial due diligence and QofE reporting to supporting management through buyer inquiries, data room preparation and deal negotiations, we can help you stay in control of your story. The result is a smoother transaction process, reduced execution risk and a stronger position to achieve optimal value at closing.

Our Integrated Sell-Side Due Diligence Services

• Financial due diligence, including QofE assessments, transaction negotiations, working capital analysis and more
• Tax consulting and structure optimization, including modeling, due diligence, state and local planning, tax attribution analysis and more
• Accounting and auditing, including financial statement preparation, working capital adjustments and equity structure analysis
• Employment, compensation and benefits consulting, including human capital assessments, policy and procedure evaluation and regulatory compliance
• M&A advisory, including analysis of alternative strategies, tactical approach recommendations, and identification and negotiations with outside parties

Related Services

• Buy-Side Due Diligence
• Transaction Tax Planning
• M&A Advisory
• Transaction Services