Transaction preparation

Better preparation creates better business transactions.

These practical starting points help buyers assess opportunities more carefully and help sellers prepare clearer, more credible listings before professional advisers take over.

Two sides of the same transaction.

Good outcomes depend on reliable information, realistic expectations, confidentiality and disciplined due diligence from both parties.

Buyer guide

Move from browsing to a properly investigated acquisition opportunity.

  1. 01
    Define the acquisition mandate

    Set your sector, province, investment capacity, operating role and preferred risk profile before enquiring.

  2. 02
    Review the commercial snapshot

    Compare price, earnings, revenue, operating format and the assumptions behind the opportunity.

  3. 03
    Qualify before requesting records

    Confirm funding capacity, sign confidentiality documents where required and establish whether the opportunity fits.

  4. 04
    Conduct independent due diligence

    Use appropriate legal, accounting, tax, operational and industry specialists before committing.

Seller guide

Prepare an opportunity that serious buyers can understand and evaluate.

  1. 01
    Clarify the sale objective

    Define the assets or shares being sold, desired timing, owner transition and confidentiality level.

  2. 02
    Prepare reliable information

    Reconcile financial records, document normalisation adjustments and assemble key operational facts.

  3. 03
    Use defensible pricing

    Base the asking price on maintainable earnings, assets, risk, market conditions and transaction structure.

  4. 04
    Control disclosure

    Publish enough information to qualify interest, then release confidential records through a managed process.

This is a starting framework, not professional advice.

Every transaction has different legal, financial, tax, funding and regulatory implications. Buyers and sellers should appoint suitably qualified independent advisers before entering binding agreements.