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Sell-Side Due Diligence

Understanding the specific needs of middle-market companies is crucial for stakeholders aiming to ensure a successful sales transaction. Tailoring the due diligence process to address the unique challenges and opportunities of this segment can significantly enhance the efficiency and outcome of the sale.

How Citrin Cooperman Can Help

Conducting thorough sell-side due diligence is a critical step for companies preparing for a sale. It enables them to proactively address potential concerns, streamline the transaction process, and increase the likelihood of achieving a favorable sale outcome.

Are you getting the best deal?

The best way to ensure you are getting a good deal is to be fully prepared for the transaction process. Our services span the full life-cycle of any type of deal transaction.

Our Services

Vendor due diligence (VDD) or sell-side due diligence reports

A VDD report provides a clear and accurate picture of a company's normalized earnings, working capital, and debt-like items. Our reports ensure a smoother transaction process and enhance the credibility of the financial information presented.

Financial statements preparation

Accurate preparation of financial statements is essential for stakeholders to assess the financial health of a business. It requires meticulous data collection, thorough recording and adjustment of transactions, and careful review to ensure compliance with accounting standards and regulations.

Data room assistance

Data room assistance is crucial for managing the complexities of secure document sharing during critical business transactions. It ensures that sensitive information is organized, accessible, and protected, facilitating a smooth and efficient process for all parties involved.

Tax planning

Tax planning is an essential component of financial management, aimed at minimizing tax liabilities and maximizing tax benefits while ensuring compliance with laws and regulations. By employing various strategies and staying informed about tax changes, individuals and businesses can optimize their financial outcomes and achieve their long-term financial goals.

Estate planning

Estate planning is essential for ensuring that your assets are managed and distributed according to your wishes, providing for your loved ones, and minimizing taxes and legal complications. By creating a comprehensive estate plan, you can have peace of mind knowing that your affairs are in order and your family is protected.

Ready to make the most out of your sales transaction?

Why choose us
• Partner-led engagements with dedicated teams of seasoned M&A professionals and industry specialists.
•Go-to" due diligence provider to private equity funds and U.S.-based middle market companies
•No checklist a customized approach to every engagement
•No standard checklist a customized approach to every engagement
•Client recognition for our responsiveness, technical knowledge, practical approach, and first class service.
•Staged approach to minimize broken deal fees

Ready to make the most out of your sales transaction?

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Contact Us Today

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