Depending on the experience and resources of owners and management and the nature and stage of the proposed transaction, advice and execution services may only be required at a general advisory level or for specific transaction components. Peter Day provides the following financial advisory services:

Sell-Side Advisory

Owners may be contacted by strategic and financial buyers with an interest to purchase their business. For the owner who is willing to entertain offers for the business, there are usually a number of challenging questions and concerns that immediately arise. How do I respond to the buyer and take control of the sales process? What is the current value of my business? What can I do to enhance the offer price and get the best deal? Should I consider other potential buyers? How do I manage disclosure risks and maintain confidentiality, especially with a competitor? Who will negotiate the transaction? What steps do I need to take now in preparation for the sale?

Peter Day provides owners with the confidence that sale opportunities are managed effectively to yield optimal results. Sell-side advisory services include strategy, business valuation, preparation and disclosure of information, deal structuring, negotiation of deal terms and management of the sales process to closing.

Buy-Side Advisory

Generally, strategic and financial buyers who do not regularly purchase businesses or do not have sufficient in-house M&A resources, request buy-side advisory services to ensure transactions are successfully completed.

Peter Day provides buyers with the experience, skills and resources to effectively and efficiently evaluate and execute acquisition opportunities. Buy-side advisory services include strategy, business valuation, deal structuring, negotiation of deal terms, preparation of the letter of intent, financial due diligence, assistance and advice sourcing and negotiating financing and input on transaction agreements.

Financing Advisory

Financing is generally required to fund organic growth, acquire businesses, buy-out shareholders or to refinance existing capital.

Peter Day assists companies to achieve their financing objectives. Financing advisory services includes advice on financing alternatives, sources of capital, preparation and presentation of information for funders, review and negotiation of financing terms and management of the financing process.

Business Valuation

Business valuations of whole or partial interests are generally required to support M&A transactions, shareholder transactions and corporate reorganizations.

Peter Day combines his technical skills and qualifications as a Chartered Business Valuator with his current transaction experience and knowledge of the M&A market to provide business valuation advice and reports for non-litigation purposes.