Sale preparation
A financial readiness review, transaction narrative and agreed preparation materials for a potential sale.
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Practical financial advisory
M&A advisory for business owners and buyers
Prepare a business for sale or assess an acquisition with financial analysis, valuation and a structured transaction process.
Scope and fees are agreed before work begins.
Your financial adviser
Kamen Dimitrov, CFA
CFA charterholder · MBA, Carlson School of Management
What you receive
You are considering a sale, acquisition or ownership transition and want to understand the financial options before proceeding.
Acquisition assessment
Target financial analysis, valuation scenarios and key diligence questions to support a buying decision.
Transaction support
Financial structuring, negotiation analysis and coordination of information within the agreed mandate.
How the work is structured
We agree the question first, then the information, analysis and working deliverables.
01. Define the decision
Clarify the objective, current position, information available and the required working outputs.
02. Analyse and test
Review the data, document the assumptions and compare the material scenarios.
03. Review and agree actions
Discuss the findings, deliver the agreed materials and identify the next decisions.
Preparation and scope
What we need to start
Business overview, recent financial statements, ownership and transaction objectives, expected timing and existing buyer or target information.
Engagement scope
An initial assessment or defined transaction stage. Confidentiality arrangements, responsibilities and specialist advisers are agreed before sensitive information is exchanged.
Questions before you start
Can we start before deciding to sell?
Yes. A financial readiness and indicative options review can support the decision before an active sale process begins.
Do you provide legal transaction documents?
Legal drafting and legal diligence are handled by the relevant legal advisers. KSB Analytica's mandate defines the financial analysis and coordination role.
Start with the decision you need to make.
Outline the business situation and the question you need to resolve. We can then define the relevant scope and information.
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