Manage a company or business transaction from the first decision through post-closing handoff.
Bring documents, counterparties, professional review, agreements, and deadlines into one Data Room and matter plan.
When to use this service
- An owner is considering succession or sale because no successor is available
- A buyer needs to review financial, tax, legal, and labor risk
- Management wants to understand valuation, terms, fees, and intermediary versus FA
- High document volume makes counterparties, specialists, agreements, and deadlines difficult to manage
What is prepared
- Objective, terms, and transaction-approach brief
- Company profile and Data Room
- Material for valuation and term decisions
- Financial, tax, legal, and other DD management
- Definitive agreement, closing-condition, and PMI handoff register
How it works
- 01
Set the objective and role
Confirm the sale or acquisition objective, terms, confidentiality, and intermediary or FA position.
- 02
Organize information and value
Assemble business, finance, ownership, contracts, people, assets, and licenses.
- 03
Run search, terms, and DD
Manage counterparties, the term sheet, and financial, tax, and legal review.
- 04
Agreement, closing, and PMI
Confirm conditions, funding, approvals, transfer, and post-closing handoff.
Roles of PROENTER and qualified professionals
PROENTER
Coordinates the Data Room, process, Q&A, deadlines, deliverables, and professional handoffs.
M&A intermediary or FA
States its contractual position and handles search, coordination, and negotiation support within scope.
CPA, tax accountant, attorney, and others
Own valuation, financial, tax, and legal DD, agreements, and other professional judgment.
The intermediary or FA position, compensation source, conflicts, and scope are stated in advance. Valuation, DD, agreements, and other professional work remain with the engaged specialists.
Common questions
What is the difference between an M&A intermediary and an FA?
An intermediary may contract with both seller and buyer to support agreement, while an FA typically advises one client. The contracting party, source of compensation, conflicts, and actual scope should be confirmed before engagement.
Are fees success-only?
Consultation, retainers, interim fees, success fees, valuation, DD, and agreement fees vary by matter. Calculation bases, minimums, and specialist fees should be stated separately in writing.
What should be prepared first?
Start with recent accounts and tax filings, management accounts, a business profile, ownership and directors, material agreements, employees, assets and liabilities, and licenses. Everything need not be complete for the first discussion.
Who conducts DD?
The scope determines the team: CPA, tax accountant, attorney, labor professional, and others. Process coordination by an intermediary should remain distinct from independent specialist investigation and judgment.