Vendor assistance is a flexible alternative to vendor due diligence. This can help you to present your business in the best light to potential investors. Vendor assistance includes many of the elements of vendor due diligence, including the early identification of potential risks, however no reliance to the actual investor is provided.
We have two vendor assistance product types:
- financial factbook: an RSM-branded report and/or Excel databook including analysis and commentary on the business. Potential and actual investors can access the factbook through signing a no-reliance letter; or
- white paper: a non-branded or company-branded deliverable such as a report, summary, presentation, workbook or schedule presenting selected financial information of the company.
Both product types are provided to assist a potential investor in conducting their own due diligence.
Why consider vendor assistance services on your proposed sale?
As with vendor due diligence, vendor assistance enables you to identify, address, manage and present key risk areas in a favourable way before they are raised by a potential investor.
The scope of work is flexible and can be tailored for those areas where you require additional support, either due to management bandwidth or existing information constraints.
The effective use of data and analytics within the vendor assistance offering can add significant value by providing comprehensive analysis on certain areas where detail is difficult to extract and analyse.
As no reliance passes to the actual investor, you can utilise the benefit of RSM’s experience to support you as an extended member of your team throughout the sale process including with respect to key areas of value negotiations.
Why choose us?
Our transaction services advisory team has extensive, specialist sell side experience and has advised clients ranging from FTSE100 companies to entrepreneurial owner-managed businesses.
Our partners and directors lead our transactions ‘hands-on’ from start to finish providing us with the knowledge and confidence to advocate for your business as an extended member of your team.
Our financial factbook report combined with the provision of comprehensive and dynamic transaction data analytics dashboards, provides deeper insight into the key value drivers of your business enhancing buyer appetite and valuation.