Transaction Advisory Services

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. Our industry expertise includes:
 HEALTHCARE
 BUSINESS SERVICES
 FRANCHISES
 REAL ESTATE
 TECHNOLOGY
RFG will evaluate the transaction details – and help you determine your specific needs, so that you can focus on the particulars of the transaction. We are all about flexibility – what’s important is what you need – and this can provide you with a competitive advantage.

Services:

Enterprise Readiness
  • Review of processes & procedures
  • Review of financials
  • Quality of earnings
  • Business valuation
  • Enterprise valuation
  • Data-room creation for financial documents
  • Financial modeling
  • Tax modeling
  • Corporate restructuring
Letter of Intent
  • IT risk assessment
  • Tax structuring
Execution
  • Sell-side due diligence
  • Buy-side due diligence
  • Sell-side advisory
  • Buy-side advisory
  • Purchase agreement
  • Allocation of purchase price
  • Transaction closing
Post-Closing
  • Post-transaction modeling
  • Adjustments to purchase price
  • Opening balance sheet entries
  • Earn-out calculations
  • Business integration
  • IT system integration
  • Business optimization
  • Tax planning & compliance – Federal, state & local issues
Click here to see RFG’s Transaction Advisory Process

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