All rights reserved.
CFO boutique to increase Stakeholders Value
Nature of the transaction
   
Clarity of Strategic intent
Yes
No
Board of Directors Approval
Yes
No
Highly Leveraged
Yes
No
Proforma on more than 5 years
Yes
No
Acquisition and integration costs budgeted
Yes
No
Public or private target
Public
Private
New Market Entry
Yes
No
Bolt-on Acquisition
Yes
No
Transformational
Yes
No
Joint Venture
Yes
No
Minority Participation
Yes
No
Complexity "Up-front"
   
Sales $10-$50 Million
Yes
No
Multi-Divisional
Yes
No
Multi-Geography
Yes
No
Plant to shut-down
Yes
No
People to restructure
Yes
No
Due Diligence -> major adjustments
Yes
No
Net Worth Adjustments
Yes
No
Earn-out on multiple years
Yes
No
Customer Facing/ Front Office
   
Key Management to retain
Yes
No
Criticality of Customers- Sales
Yes
No
Criticality of Customers- Terms & Conditions
Yes
No
Bad Debts Reserve
Yes
No
FCPA issues/ severity
Yes
No
Back Office
   
IT integration complexity
High
Low
ERP to Implement
Yes
No
Business Intelligence
Yes
No
Supply Chain established
Yes
No
Production planning
Yes
No
Safety Procedure
High
Low
Inventory management/ Slow moving
Yes
No
Centralized Purchasing
Yes
No
Critical Suppliers
Yes
No
Finance- Closing and reporting in less than 5 days
Yes
No
Finance- Monthly B/S reconciliations
Yes
No
Finance- Cost Accounting
Yes
No
Finance- Bank relationships, complexity
High
Low
Finance- Cash Flow Management
Yes
No
Finance- Tax Strategy
Yes
No
Finance- Risk Management (insurance)
Yes
No
HR- Payroll (Internal or outsourced)
Yes
No
HR- Labor Contracts repository
Yes
No
HR- Benefits denied
Yes
No
HR- Pension Plans understood and funded
Yes
No
Others
   
Culture, Consonant to acquirer
Yes
No
Regulatory, IP protection severity of Issues
High
Low
Warranties on long term sales contracts
Yes
No
Warranties on long term purchasing contracts
Yes
No
Documentation of Labs procedure
Yes
No
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