The vision to see further
The Wolrige Mahon Corporate Finance team is able to provide comprehensive advisory, transaction and advisory services. We have a specialized team with considerable experience in each of our specialty areas.
If you are asking yourself any of the following questions, we can help:
- Is this a good time to sell, or should I wait?
- What’s my business worth?
- How can I improve the value of my business?
- How should I position my business for sale?
- How do I manage the selling process?
- I’d like to sell my business to my key manager, but she doesn’t have the capital. How can
- I help her finance the transaction, and still have enough cash to meet my retirement plans?
- I would like to buy a business, how do I know what to look for?
Our point of difference:
We understand that businesses are dynamic and experience a range of circumstances throughout an ordinary business cycle.
Our team has extensive experience to support any management team through expanding organically to undertaking significant merger, acquisition and divestiture transactions.
By focusing on lower to mid-market transactions we fill a niche where services are otherwise lacking. Our size and structure allows us the flexibility to quickly respond to client needs and deliver innovative solutions. We truly are the “one stop shop” for transaction and financial advisory services; having direct access to other specialist groups within the firm such as Valuation, Tax, and IT Services, we do not have to engage additional specialists when developing client strategies.
We are first and foremost professional advisors and will always provide an independent and unbiased opinion on any situation the business and its shareholders face. Our philosophy is tell the stakeholders what they need to know to make informed decisions, rather than what they want to hear.
How we can help
Transaction Advisory Services (M&A)
Selling a business
We work with a wide variety of clients across a broad spectrum of industries preparing and implementing their exit strategies.
We utilise a confidential sale process to ensure the security and stability of the business until the transaction is complete.
We target prospective purchasers directly, often through our international network which eliminates the need to publicly advertise the business for sale.
A well-planned exit strategy adds considerable value you to what our clients walk away with once the sale is completed. Overall value should be measured in terms of price and transaction structure, which includes payment terms.
Our transition planning stages will help you:
- Identify the right exit strategy
- Sale to arms-length buyer
- Transition to next generation of family members
- Management Buyout
- Determine the likely selling value of your business
- Identify the right time to sell
- Implement short term changes that will help maximize price
- Our experienced team can analyse your business in the context of industry, the local market and its market appeal. We will walk you through the complex legal traps, contract issues, tax complications and market forces that may affect your sale.
Buying a business
You hear about businesses selling and wonder why you never heard about the opportunity until the deal closed. Most transactions do not get circulated to the general public. Business brokers and advisors will bring a company to market approaching strategic buyers, other business brokers, and advisors, in a controlled auction.
We work with companies looking to make acquisitions for growth, both vertically and horizontally. We also work with individuals who are looking to gain independence through business ownership.
Wolrige Mahon Corporate Finance is active in the transaction market and we have a targeting program that will assist you in finding a business acquisition that fits within your specific criteria.
We will work with you to:
- Identify the appropriate business to buy
- Approach the target company and obtain key business and financial information
- Work through the preliminary details to determine price and deal structure
- Negotiate a Letter of Intent
- Source cost-effective financing
- Assist with Financial Due Diligence
- Provide advice on efficient tax structuring
- Work with you and your lawyers to finalize the Purchase & Sale Agreement
- Buying-a-Business- Checklist
Valuation
We are able to prepare valuations to suit a variety of business situations covering acquisition pricing, sale of business to business benchmarking. The valuation reports we issue are prepared by experienced valuators in accordance with the practice standards set by the Canadian Institute of Chartered Business Valuators.
Due Diligence
Wolrige Mahon Corporate Finance work with clients to conduct financial due diligence for acquisitions and investment opportunities.
We verify and evaluate previous trends and current facts about a business.
We can review and verify any or all of the following:
- Financial history and statements
- Business and financial risks
- Accounting processes, policies and procedures
- Banking and credit references
With the information gleaned from our review, we conduct trend analyses, look for undisclosed liabilities, assist in the assessment of management, and report to our clients on the outcomes.
Our Due Diligence focus is on “Proof of Cashflow” to assess the quality of earnings, supporting future projections and highlight key risk areas in the business.
Financing
Financing
Wolrige Mahon Corporate Finance can help you raise the capital you need to achieve your business goals.
We work with a wide range of public financial institutions and with our proprietary network of private investors to provide our clients with access to the capital required to achieve their business goals.
We have access to and experience with sourcing the following forms of finance.
- Cash Needed For
- Type of Financing
- Working Capital
- Operating Line
- Equipment Purchases
- Factoring / Trade Financing
- Growth & Marketing, Plant Expansion
- Term Financing, credit & export insurance
- Acquisitions
- Bank, Subordinated and Mezzanine Debt
- And Equity
- Shareholder & Management Buyouts
- Subordinated and Mezzanine Debt + Equity
Financial Consulting
Planning
Many business owners do not have time to address all of the pressing issues facing their companies, or cannot justify the cost of a fulltime CFO. Often, operational issues take priority, while financial management is ignored. Symptoms include lack of information, or feeling disorganized, incorrect financial information, late financial reporting.
Putting out fires does not move the business forward. We can help to address the areas that you or your staff cannot tackle.
We are able to help you identify opportunities for business growth and work with you to implement strategies to improve efficiency and business profitability.
We are able to bring focus to the sales, operational and financial functions of the business to ensure peak performance is being achieved. We often find that having an external perspective we are able to more easily see issues and solutions to enhance business performance.
We can assist you in the following areas:
- Business review
- Business & strategic planning
- Forecasting/budgeting
- Financial management – Chief Financial Consultant (“CFC”)
- Monthly reporting
- Capital structuring
Financial Reporting
Are you having trouble getting financial information on time? Banks and financial institutions require timely financial reporting. Many businesses fall short on this and we can help you produce timely financial statements and reports.
We will also work with you and your management to develop a monthly reporting package which will provide financial information as well as Key Performance Indicators (KPI’s) unique to your business. By monitoring your KPI’s on a monthly basis you can react quickly to changes.
