Sell Side Report

For successful divestitures, it is crucial that the investor has a reliable basis for decision-making. This strengthens confidence in the intrinsic value of the sales object and creates the basis for higher sales prices.

Overview

For potential investors, assessing the company is a challenge – at the same time, the sell-side often lacks the resources to prepare the relevant information and associated documentation. Independent experts are responsible for the preparation of reliable and meaningful sell-side reports – as the basis for a successful transaction. To ensure that prospective buyers can reliably review the company as part of the due diligence process, the first step is to provide key transaction-relevant data in a financial fact book. This involves preparing historical and current financial data as well as planning data and all company information – in a way that is appropriate for the target group and without any judgement. In contrast to this neutral description, vendor due diligence (VDD) offers further added value through our independent opinion on the object to be sold.

Depending on the requirements, the financial analyses can be extended by analyses of strategy, market, and performance to provide a holistic perspective.

With our team, the preparation of the intended transaction can be realized in parallel to the day-to-day business in an addressee-oriented, resource-saving and efficient manner. As a result, a sell-side report increases the chances of success of your transaction.

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Making value visible through sell-side reports

Questions for our team

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.

What are the main advantages of sell-side reports?

Above all, it is a matter of creating trust through reliable analyses and thus increasing the sales price or avoiding sales price markdowns. In addition, this reduces the risk of possible "surprises" in the transaction process. A high-quality sell-side report also attracts more bidders by reducing transaction costs on the buy-side.

What other aspects are important for the sell-side?

With a sell-side report, companies ensure equal treatment of potential investors, as the same information is available to all parties involved in the process. In this sense, sell-side reports are a confidence-building measure and contribute to an efficient process flow.

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