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Transaction Services

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Innovative and Resourceful

Our Commitment:

  • We will always put your interests first

  • We will exceed your expectations

  • We will deliver more value than you pay for

  • We will conduct ourselves with the highest degree of integrity.

Pre-Acquisition Services

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Safima’s Preacquisition Services can help you achieve your deal objectives. Whether you are on the sell side or buy side, we will help you and your other advisors by providing:

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  • Timely and robust financial due diligence

  • Data Room Management

  • Analysis of synergy opportunities and other quality of earnings assessments

  • Accounting records cleanup and preparation for audit, including drafting accounting position papers

Post-Acquisition Services

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Now that you have completed your acquisition let us put our experienced team to work helping you achieve your transaction goals. Post-acquisition services can include:​

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  • Acquisition integration​

  • Development and implementation of synergy plans to realize the results you expected from the acquisition​

  • Accounting policies and procedures​

  • SOX compliance and implementation​

  • Analysis of the impact of forthcoming accounting changes, including revenue recognition and lease accounting​

Capital Market Transactions

 

Raising capital, whether through an IPO, a reverse merger, a SPAC or raising debt requires careful thought and strategic planning.  We will be a valuable resource to you in analyzing the alternatives and executing your plan.  Our services can include:

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  • Financial forecasts, including the use of key performance indicators (KPIs)

  • Identification and quanitification of non-GAAP measures such as Adjusted EBITDA

  • Synergy Analysis

  • Analysis of financing alternatives

If you are looking to sell your business, make sure you have organized your records.  You don't want to put yourself in a position of scrambling for needed financials or other documents.  Among the items you should consider include:

  • Clean and up to date accounting records

  • Historical financial statements

  • Robust data room 

  • Organize your financial records; can you prepare full financial statements; are they reviewed, audited by sn independant public accountant

  • Shareholder records

  • Employment contracts

  • Organization chart and information on key personnel

  • Contracts with suppliers and customers

  • Rental and lease agreements

  • Key financial metrics

  • Is there a budget and is it up to date?

  • Prepare a company overview that provides the most critical data at a glance

  • Determine factors that might affect the purchase price.

  • Do you have any industry statistics or benchmarks to measure financial performance and other key performance indicators

  • Tax returns for past three years

  • Employee handbook

  • Accounting or other operational policies and procedures

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