What should you expect?

Chat GPT says, “A corporate finance advisor plays a crucial role in helping businesses make financial decisions”.? But in a nutshell, when it comes to M&A they have very simply, done it before.

Many times.

So, they are well placed to help with the obvious mechanics of deal doing:

·?????? Developing financial plans and strategies through the understanding of value drivers and value drags ahead of a potential transaction.

·?????? Advising on capital structure, funding options, and financial risk management.

·?????? Negotiating deal terms and structures.

·?????? Evaluating financing options for the company, such as debt, equity, or hybrid instruments.

·?????? Assisting in the preparation of marketing material and financial information (e.g., for fundraising activities).

·?????? Identifying potential buyers in the market and offering strategic advice.

·?????? Providing insights on industry trends, competitive analysis, and potential opportunities or threats.

With a readymade network of deal advisers to call on and war stories to inform difficult decision making they can help mitigate risk and better articulate your own businesses story, in turn achieving the best result.

The above is perhaps assumed but what else can and should they bring to the table? When selling a business, many business owners are surprised at the emotional toll a deal can take.

When choosing who to support you with your deal, perhaps consider your adviser in the same way you might choose a ‘phone a friend’ lifeline or even a therapist.? They will be embarking on the journey with you – experiencing the highs and lows. They will be required to manage your expectations as well as fight your corner.?

When the going gets tough, a good adviser will bring enthusiasm to deal fatigue, ensuring parties remain focussed on the deal.? Keeping the momentum.

They will be required to bring a level head when negotiating on your behalf and be a sounding board when the inevitable ‘flies in the ointment’ rear up.? This is a hand holding exercise, bringing you along a journey they have travelled many times before but giving you the benefit of their learnings.

So, when it comes to making a decision about who you want to spend hours and hours on the phone to, discussing the intricacies of a locked box mechanism or how you want your employees to be treated after you exit the business or whether you are even doing the right thing……choose wisely.

At Cortus Advisory Group , we recognise the importance of emotional intelligence (EQ) as well as intelligence quotient (IQ). Our role as an advisor is so much more than what is included within the scope of our Engagement Letter, and we focus on bringing the human element to every deal we do.

A deal is not simply a process to be followed or a spreadsheet of numbers to be analysed. ?We help our clients through the ups and downs of the whole journey to get the best outcome for them. We are here to help.