In addition to core due diligence services, we
can also assist companies, buyers or sellers, in many aspects of the deal process.
Over the years, we have been asked to play a significant role in the developing
the structure of the deal, participating in the negotiating team, and/or assisting
in the development and review of pertinent agreements including the Letter of Intent
and Purchase and Sale Agreement.
In some instances, sellers are asked to take back equity in the buyer as part of
the sale. In such case, the buyer is asking your investment as a part of the deal.
In such cases, the seller has a need for our due diligence services. After all,
the buyer is asking you to forgo cash to, in essence, buy the buyer's stock. You
need to be sure this is a good investment.
More on Transaction Advisory Services
Some sellers find our cultural assessment skills highly valuable to help them see
how their employees and management will fit into the new work environment.
Our core business is to assess the viability of business strategy
plans and company infrastructure on behalf of potential investors or business
buyers. The skills required for this analysis were honed in years of business
planning and execution by our team of entrepreneurs and former "C" level
Axiomate associates have rich experience translating management objectives and
business SWOT analyses into compelling, actionable, and articulate business plans
that can be used to align management, attract investors, and provide a sustainable
frame of reference for the management teams and boards of directors. We have
played vital roles developing business plans, financial forecasts and market
analyses; packaging this information into powerful presentations that will
convey your vision and generate excitement.
The 5-point Process
Axiomate's due diligence team can help you understand
the viability of the business plan before it is submitted to your bank, investment
bankers or funding sources We offer a combination of services that collectively
work to provide reasonable assurance that the investment has merit, including
challenging your core premises, validating your market analysis and financial
projections and offering general arms-length advice with an investor's eye.
Due to our rich experience in strategic planning, forecasting, market research,
business plan drafting and execution, we are well suited to thoroughly dissect
any business plan. We understand management's commitment to the challenges of
implementation. We can help you assess those challenges with a combination of
the following specific services tailored to your needs:
1. We scrutinize the financial model. We work to understand its axioms,
assumptions, "leaps of faith" and calculations. We can then help to establish
metrics and milestones that can be used by the board and management team to
monitor business progress.
2. We can review market size, dynamics and strategies. Our market research
team can validate the market assertions within the plan including the size of the market,
the viability of distribution and pricing strategies, and the strength of existing
and potential strategic partnerships. We typically find that the sales and marketing
disciplines are to receive a large portion of the use of proceeds, yet the specific
assumptions behind the plan are the least analyzed. We can identify, quantify
and seal-off the deep hole of the marketing budgets that consumes far too many investments.
3. We can validate exit strategies and expectations by examining acquisition
trends within the industry. We can help identify primary and secondary suitors,
and current prices paid, while further identifying parallels and inconsistencies
between your existing strategic direction of that of a potential suitor.
4. We can perform an early cultural assessment to establish a cultural
projection based simply upon the values and goals of the existing management
team. This will identify early problems in the areas of team building and
business infrastructure development.
5. We can complete background checks of the management team to validate
education, job history and accomplishment disclosures set forth on resumes.
We can perform a thorough background check for hidden financial or legal issues
of business principals.
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In addition our core due diligence and transaction services,
we also provide subject matter expertise in the areas of manufacturing, retail, distribution,
healthcare, software and Internet development, (tangible) product engineering
and development, and healthcare. We have resources with expertise in technology,
marketing and operations within these markets.
Review of Under-Performing Business Units
Our due diligence methodologies are readily applied to portfolio
companies that do not appear to be delivering the results you had expected.
We work with you to continuously monitor management's progress either discretely
or in conjunction with the management team. The procedure is much the same as the
investor due diligence, except that we enter the process with the presumption that
management has not been true to its business plan. This presumption allows us to
concentrate our activities on identifying areas that are deficient of management's
attention. We typically may find a correlation between the shortcomings of a
business and the lack of management focus. In all cases, we will not only identify
the problem, but will provide you with a meaningful prescription to address the ill.
For more information, please contact: