7 reasons to get your financials investor ready

To all Australian companies out there, welcome to financial year 2025 and for everyone else, welcome to the 2nd half of the calendar year 2024.

An overwhelming majority of firms keep their financials in good order, but most don’t prepare them to be scrutinised by critical investors.

Let’s outline 7 key reasons to get your financials “investor ready” before you sell.

As a business owner considering selling your business, it is crucial to prepare your financial statements professionally. The pace of mergers and acquisitions (M&A) has accelerated since the COVID-19 pandemic, and buyers now expect prompt and clear financial information faster than ever before. Investors are less willing and tolerant to wait for financial data that requires interpretation, reformatting, or extensive explanation. To ensure a smooth and successful sale, your financial statements must include forecasts, adhere to best practice and accounting standards, be accurate, and be easily and effortlessly updated monthly.

Below are the 7 key reasons to get your financials “investor ready” before you sell:

1.?????????? Build buyer confidence through transparency

2.?????????? Contain sensible forecasts that enable accurate business valuation

3.?????????? Attract serious, qualified buyers

4.?????????? Streamline the due diligence process

5.?????????? Strengthen your negotiating position

6.?????????? Help avoid delays and surprises during the sale

7.?????????? Ensure legal and tax compliance

Come and talk to us if you are thinking of divesting your business or would like more information.