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Service Line 05

Business Sale, Acquisition & Transaction Advisory

Confidential, finance-led advisory support for promoters, investors and business owners evaluating the sale, acquisition, valuation, restructuring or strategic transfer of a business.

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What This Covers

Structured financial support through the transaction process.

A business sale or acquisition requires careful preparation, realistic financial assessment and disciplined handling of confidential information. Promoters need to understand value, transaction structure, buyer or target suitability, due-diligence requirements and the financial implications of proposed terms.

We support business owners, buyers and investors through selected stages of the transaction process—from sale readiness and opportunity evaluation to valuation analysis, financial due diligence, transaction-structure assessment, negotiation support and closing coordination. Where included in the agreed mandate, we may undertake research and preliminary identification of potential transaction counterparties or acquisition opportunities based on defined criteria. Such support is provided strictly as part of the professional advisory engagement and does not constitute business broking.

What's Included

Areas of Transaction Advisory Support

01 Business Sale & Exit Readiness

Preparation before approaching potential buyers or beginning a formal sale process.

  • Promoter objectives and proposed exit
  • Financial and operational readiness review
  • Identification of issues affecting saleability
  • Preparation of financial information
  • Transaction-structure considerations
02 Transaction Counterparty Research & Preliminary Screening

Research and preliminary screening of potential counterparties or transaction opportunities against agreed criteria.

  • Understanding the sector, size, location and investment criteria
  • Research and preliminary identification of potential counterparties or acquisition opportunities
  • Assessment against the agreed transaction criteria
  • Preliminary review of publicly available or authorised information
  • Maintenance of appropriate confidentiality and conflict safeguards
03 Acquisition Search & Evaluation

Financial and commercial screening of potential acquisition opportunities.

  • Definition of acquisition criteria
  • Business-model and historical performance review
  • Preliminary risk assessment
  • Funding requirement and affordability
  • Comparison of shortlisted opportunities
04 Business Valuation Analysis & Financial Modelling

Financial analysis for transaction evaluation, planning and negotiation purposes.

  • Historical financial-performance analysis
  • Assessment of maintainable profitability
  • Discounted cash-flow analysis
  • Comparable-company or transaction analysis, where relevant
  • Asset-based analysis, where relevant
  • Financial projections and sensitivity analysis
  • Coordination with a Registered Valuer where statutory valuation is required
05 Seller Documentation & Deal Preparation

Organisation of financial information for controlled buyer review.

  • Preparation of an authorised confidential business information profile
  • Revenue, margin and profitability summaries
  • Working-capital and debt analysis
  • Projected financial information
  • Financial data-room support
06 Financial & Tax Due Diligence Support

Scope-specific examination before investment or acquisition.

  • Quality-of-earnings assessment
  • Revenue and margin analysis
  • Working-capital assessment
  • Borrowings and contingent liabilities
  • Tax, GST and related-party exposure review
  • Identification of matters requiring legal, technical or specialist review
07 Deal Structuring & Negotiation Support

Financial analysis of price, payment and adjustment mechanisms.

  • Financial and tax comparison of share-sale and asset-sale structures
  • Upfront, deferred and earn-out consideration
  • Working-capital and debt adjustments
  • Financial review of commercial terms
  • Coordination with legal, tax and other advisers
08 Closing & Post-Transaction Support

Financial coordination and agreed-upon transaction support as the proposed terms proceed towards completion.

  • Completion-account support
  • Closing calculations and adjustments
  • Tracking financial conditions to closing
  • Opening balance-sheet review
  • Post-acquisition reporting and finance integration

Who This Is For

Built for those navigating a private business transaction.

The service is intended for promoters, entrepreneurs and investors who require structured financial support around a private business transaction.

Business Owners Considering a Sale

Promoters evaluating a complete exit, partial divestment, succession or strategic investor.

Entrepreneurs Evaluating Business Acquisitions

Entrepreneurs financially evaluating the acquisition of an operating business as an alternative to establishing a new venture.

Strategic Buyers

Businesses seeking expansion through acquisition of a competitor, distributor, supplier or complementary operation.

Investors and Family Businesses

Investors requiring financial evaluation or family-owned businesses planning ownership transition.

Typical Deliverables

What a mandate may produce.

Depending upon the mandate, typical outputs may include:

  • Sale-readiness assessment
  • Authorised confidential business information profile
  • Opportunity-screening note
  • Financial model and advisory valuation analysis
  • Financial due-diligence report
  • Working-capital and debt analysis
  • Deal-structure comparison
  • Transaction-risk and issue-identification memorandum
  • Financial and tax structure-comparison note
  • Management representation and information-request checklist
  • Closing checklist and post-acquisition integration plan

Our Approach

Our Transaction Advisory Approach

Each assignment is structured around confidentiality, financial discipline and a clearly defined representation mandate.

01

Confidential Mandate

The party represented, information-sharing protocol and scope are agreed before the process begins.

02

Finance-Led Assessment

Opportunities and terms are assessed using available financial and commercial information.

03

Conflict Assessment

Potential conflicts, the party represented and any commercial or referral interests are identified before accepting or continuing the engagement. Appropriate safeguards and written consent are obtained wherever required and professionally permissible.

04

Professional Coordination

Legal drafting, statutory valuation and other specialist work are coordinated with appropriately qualified professionals where required.

How It Works

How the Transaction Process Works

1

Initial Confidential Discussion

We understand the sale, acquisition or investment objective and the proposed mandate.

2

Preliminary Assessment

Available financial information, expectations and transaction feasibility are reviewed.

3

Preparation or Opportunity Evaluation

The business is prepared for review, or available opportunities are screened against the agreed criteria.

4

Due Diligence, Negotiation & Closing

Financial evaluation and coordination continue through the agreed transaction stages.

Frequently Asked

Questions we hear most often.

Do you help identify buyers or businesses available for acquisition?

Where included in the professional mandate, we may undertake research and preliminary identification of potential counterparties or acquisition opportunities against agreed criteria. We do not act as business brokers, and identification does not guarantee availability, interest, suitability or completion.

Do you guarantee that a business will be sold?

No. A transaction depends upon buyer and seller interest, valuation expectations, due diligence, financing, documentation and market conditions.

Can you issue a statutory valuation report?

Business valuation analysis can be provided for advisory purposes. Where law requires a Registered Valuer or another specified professional, the assignment must be undertaken or coordinated accordingly.

Can you advise both buyer and seller?

We ordinarily act for one principal party in a transaction. Any proposed involvement with another party is subject to a formal conflict assessment, clear definition of roles, professional-independence requirements and informed written consent wherever ethically and legally permissible. Where the conflict cannot be appropriately managed, separate advisers will be required.

Do you prepare legal agreements?

We provide financial inputs and coordinate with the appointed legal adviser. Legal drafting and legal due diligence should be undertaken by qualified legal professionals.

Important Information

Transaction-advisory services are provided strictly in accordance with the agreed professional mandate and are subject to applicable ethical, independence and conflict-of-interest requirements. Any research, identification or introduction of a prospective counterparty or opportunity is incidental to the professional advisory engagement and does not constitute business broking or guarantee availability, interest, suitability, financing, agreement or completion.

Get in Touch

Considering Buying orSelling a Business?

Discuss the proposed transaction through a confidential preliminary consultation.

Email contact@rsahdev.com Phone +91 72080 00736
Request a Confidential Consultation