In which situations is the creation of sell-side reports useful?
Generally, they are recommended for all sales processes in connection with strategic and financial investors since a uniform provision of information to all prospective buyers is ensured. A Financial Fact Book provides an objective and reliable picture of the situation, which can be used to improve the negotiating position and achieve a comprehensible determination of the sales price. At the start, together with the company, it must be determined whether a Financial Fact Book or a (evaluative) Vendor Due Diligence is more suitable for the purpose of the transaction. Typical use cases include corporate transactions, complex carve-outs from group structures or the sale of holdings by private equity investors. sell-side reports are also common in real estate transactions.