Whether embarking on a sale process or just thinking of a future sale, it is vitally important to be able to cope with potential purchaser’s requests in a speedy and professional manner.

The Credentials Audit is designed for this purpose and means:

• buyers receive key data quickly, helping to accelerate the process and keeping their interest
• the buyer receives a high quality report, Credentials, which allows them to assimilate key facts quickly and therefore holds their attention
• speedy processing, which helps to keep the legal and financial costs down
• buyers are impressed by the quality of your business
• financials are re-modelled to a format expected by serial buyers
• while the sale process proceeds, Fusion can handle many of the questions, allowing you more time to devote to the running of your business
• a tight deadline for offers can be created, helping to concentrate the buyers’ minds on your deal
• orchestrating an auction with a number of parties becomes easier, which promotes buyer fever.

The audit normally takes between three and four weeks to complete and involves a checklist of items required for a data room, which we collate into a Credentials Report.

The questionnaire is divided into a number of areas:

• key products and services
• personnel and management
• legal controls, copyright, ownership and contracts
• marketing and promotional material and activities
• business fundamentals, cost base, methodology and technology
• marketplace dynamics
• future growth opportunities
• financials, management accounts, forecasting and presentation.

The final Credentials Report is then agreed following discussions with the client. In certain circumstances the sale process and completion of Credentials is delayed while data is updated or altered.

Fusion can also offer consultancy services should the audit raise issues that the client wishes to have dealt with prior to commencing the sale process.

to print this page, click here

to request a brochure, click here