Transaction Readiness Assessment
“What could complicate a transaction, and what should we address before diligence begins?”
Evaluate financial reporting, earnings normalization considerations, working capital, documentation, and organizational preparedness for a potential transaction.
Estimated delivery of 2–4 weeks begins once the complete signing checklist is received, and depends on complexity, data availability, and responsiveness. The engagement agreement governs scope and timing. Perrin does not guarantee financing, transaction, or other outcomes.
Who This Assessment Is For
- Owners preparing for a potential sale, acquisition, or recapitalization.
- Leadership teams that want to identify and address diligence issues before a buyer or investor does.
- Investor and corporate development teams preparing a target or platform for a transaction process.
What Perrin Evaluates
- 1Financial reporting quality and consistency
- 2Earnings normalization considerations
- 3Working capital patterns and peg considerations
- 4Documentation and organizational preparedness
Transaction Readiness is diligence preparation. It is not an audit, review, or attest engagement; not a quality-of-earnings opinion; not a valuation or fairness opinion; and does not include buyer or seller representation, securities placement, or capital raising.
What You Receive
- Financial reporting readiness
- Preliminary EBITDA adjustment schedule
- Working capital analysis
- Data-room readiness checklist
- Transaction risk assessment
- Prioritized preparation roadmap
Part of Perrin's Finance & Accounting Advisory practice.
See What a Perrin Assessment Delivers
Explore an illustrative assessment prepared for a fictional middle-market company. These reports demonstrate Perrin's analytical approach, executive recommendations, and institutional reporting standards.
Illustrative Sample — Fictional Company
All company information, financial figures, and findings are hypothetical and are provided to demonstrate the format and analytical depth of a Perrin assessment.
Relevant Managing Directors
Each assessment is led by established Managing Directors whose verified experience fits the situation. Browse Managing Directors under the specialties most relevant to this pathway, or describe your situation to our guided advisor.
Explore profiles with relevant specialty experience. These are not preassigned engagement teams; fit depends on your specific needs.
Relevant competencies
- Transaction advisory
- Financial reporting
- Acquisition preparation
- Financial modeling
- Due diligence preparation
- Working capital analysis
- Post-acquisition integration
Browse by Specialty
M&A / Buying or Selling a Business · Due Diligence · Accounting & Financial Reporting
Selected pathway: Transaction Readiness Assessment
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