ADVISE

Financial and transaction advisory for acquisition decisions.

ALEF supports buyers, owners and investors with valuation, financial review, DCF modeling, peer benchmarking, risk identification and negotiation preparation.

WHO THIS IS FOR

Disciplined analysis before a transaction decision.

Evaluating a potential acquisition.

Evaluating a potential acquisition.

CORE ADVISORY WORK

Twelve disciplined workstreams.

01

Preliminary business valuation

Independent valuation range with clear assumptions.
02

DCF model

Development or independent model review.
03

Peer & benchmark comparison

Multiples and operating ratios.
04

Financial statement review

Trends, normalization and quality of earnings.
05

EBITDA normalization

Add backs, non recurring and owner items.
06

Working capital review

Seasonality, target and adjustment logic.
07

Debt & obligations

Schedule of debt, leases and contingent items.
08

Revenue concentration

Customer mix, retention and churn.
09

Margin & cost structure

Gross margin, fixed vs variable cost analysis.
10

Risk & red flag memo

Operating, financial and execution risks.
11

Negotiation position memo

Anchors, ranges and walk-away points.
12

Deal structure support

Cash, earnout, rollover, escrow logic.

DELIVERABLES

What clients receive.

IMPORTANT LIMITATION OF SCOPE

ALEF advisory work is not an audit, legal opinion, tax opinion, fairness opinion, investment recommendation, securities brokerage service, real estate brokerage service or financing service. Clients remain responsible for final transaction decisions and should consult qualified legal, tax, accounting and other professional advisors.
  • Valuation range with assumptions.
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  • DCF model or model review.
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  • Benchmark comparison.
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  • Risk assessment.
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  • Negotiation position.
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  • Key questions for the seller.
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