Mergers & Acquisition Advisory

Comprehensive, holistic services to minimize risk and increase value for you.

Trusted Advisory For Mergers & Acquisitions

If you are looking to make a major merger or acquisition, enter into a joint venture, right-size your business or exit it entirely, let Rigby Financial Group support your transaction as your trusted advisors. Whether you are the seller or the buyer, our team of expert financial professionals offers comprehensive, holistic Transaction Advisory services to minimize risk and increase value to you. We will be your active partner, working closely with you from the start of the deal to its finish and beyond.

Here’s How We Can
Help Your Business Thrive

Preparation

  • Enterprise readiness: review & optimization of financial statements, processes & procedures, management structure
  • IT risk assessment: ensure / enhance security of financial data
  • Transaction tax structure

Execution

  • Letter of intent
  • Electronic data room creation: secure storage of seller’s & buyer’s sensitive documents
  • Sell-side due diligence / buy-side due diligence
  • Sell-side due advisory consultations
  • Buy-side advisory
  • Purchase agreement
  • Purchase price & other adjustments as needed
  • Purchase price allocation & opening balance sheet
  • Closing

Post-Closing

  • Post-transaction modeling
  • Earn-out calculations
  • IT system & business integration / optimization
  • Tax compliance & forward tax planning
  • Financial planning & consulting for your future

Enterprise Readiness

We will sit down with you, determine what your business needs to ready it for the transaction, and help you through each step.

Letter of Intent

We will help you prepare a Letter of Intent, making sure you and your business are protected.

The Mergers & Acquisitions Advisory Process

Execution

We will be at your side, supporting you through negotiations and adjustments, to help ensure your transaction moves as smoothly as possible to a successful conclusion.

Post-Closing

The work isn’t complete when the transaction closes – we will be there for post-closing integration to help ensure your good work bears fruit.

Enterprise Readiness

We will sit down with you, determine what your business needs to ready it for the transaction, and help you through each step.

Letter of Intent

We will help you prepare a Letter of Intent, making sure you and your business are protected.

The Mergers & Acquisitions Advisory Process

Execution

We will be at your side, supporting you through negotiations and adjustments, to help ensure your transaction moves as smoothly as possible to a successful conclusion.

Post-Closing

The work isn’t complete when the transaction closes – we will be there for post-closing integration to help ensure your good work bears fruit.

The Mergers & Acquisitions Advisory Process

Enterprise Readiness

We will sit down with you, determine what your business needs to ready it for the transaction, and help you through each step.

Letter of Intent

We will help you prepare a Letter of Intent, making sure you and your business are protected.

Execution

We will be at your side, supporting you through negotiations and adjustments, to help ensure your transaction moves as smoothly as possible to a successful conclusion.

Post-Closing

The work isn’t complete when the transaction closes – we will be there for post-closing integration to help ensure your good work bears fruit.

Customer Success Stories

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