An exit or capital expansion transaction is a critical moment for a company.
Increasingly investors are directly approaching target organisations, often unsolicited, to discuss the potential for a transaction.
Whilst these approaches can be welcome news, the investor will demand a fully integrated, error checked, 3-way Excel spreadsheet, complete with historical data for 2 or 3 years and at least a 2 year forecast prior to submitting an offer.
Companies that can respond quickly and professional at this time maintain more negotiating power and as a result are best positioned to conclude a transaction faster and at a higher valuation.
BeeReadi enables you to keep the negotiating power to your advantage because you are always ready to share an up to date, full Microsoft Excel 3-way integrated financial model with report visualisations to shareholders, debt providers and potential investors.
Behind BeeReadi are the investment bankers of prominent cross-border and technology M&A Presser & Co, who understand and have experienced the M&A cycle in all major global markets.
When you sign on to BeeReadi, you get to work with investment bankers who will on-board you into the BeeReadi service and deliver you a set of investment bank ready live excel spreadsheet financial statements every month.
For a successful transaction, shareholder, corporate, regulatory and accounting demands must come together harmoniously. BeeReadi ensures that you are ready to engage with investors and stakeholders alike.
As part of the set-up of your integrated 3-way financial model, we will engage with you to gather the necessary information. Please register below and a member of the BeeReadi team will contact you for a first meeting.
The BeeReadi set-up steps are as follows:
1
Onboarding
As part of our service, we build your ‘best practice’ 3-way financial model (income statement, balance sheet and cash flow statement) in 5 days. For most companies we onboard in 5 days, but if yours is going to take more than 5 days, we will discuss this with you before starting
2
Ongoing
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We roll forward your financial model every month with your new historical financials
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We provide you a detailed monthly report pack, including:
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Summary of income statement, balance sheet and cash flow statement
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Profitability margins
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Easily digestible graphs and tables
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Industry specific metrics (e.g. LTV, ARPU, CAC)
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Budget & variance analysis
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Extras (see below)
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We meet annually to review performance and update model, where required
3
Extras*
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A Director’s report
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Other ad hoc reports
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A valuation incorporating a Discount Cash Flow with a comparisons of comparable peer-related transaction metrics
*cost of extra services provided on an hourly charge basis
From $499 per month + GST *
Paid in advance via credit card or direct debit.
*for standard business structure