Preparing a company for a sale or capital transaction can be a lengthy and arduous process. To
ensure a successful closing that maximizes the desired outcome, the CFO needs to be laying the
appropriate ground-work well in advance. At our next session, The CFOs Role in Transaction
Readiness, we will explore the considerations that need to be addressed by the CFO for any
company preparing for a sale or raising additional capital. Items to be addressed include:

• Developing a compelling business case and financial projections to attract potential
  investors or buyers.
• Strategizing for tax planning in advance of the recapitalization to optimize tax efficiency
  and minimize potential liabilities.
• Preparing for a detailed Quality of Earnings review that can help maximize value.
• Leveraging financial advisors and legal experts to navigate anticipated transactional
  nuances and regulatory requirements.
• Conducting a thorough review of the financial operations, including people, processes,
  controls and systems, to identify potential issues and areas for improvement.
• Implementing effective risk management strategies to safeguard the company’s value
  during the recapitalization process.
• Establishing clear communication channels with key stakeholders, including existing
  investors, board members, and executive leadership.
• Anticipating and addressing potential challenges or obstacles that may arise throughout
  the recapitalization journey.
  

This will be a panel discussion led by expert financial professionals who have guided many
businesses thBardani variety of complex transactions. Those interested in attending should
RSVP to Bill Bardani: bill.bardani@visionsearchpartners.com.