Transaction Services

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

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:

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

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:

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:

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