Transaction Readiness & Support Solutions

Transaction Readiness & Support

A Disciplined Approach to Successful Business Deals

Transaction readiness is the work of preparing a company’s financials, records and finance team before a sale, acquisition, financing or investment. WG Consulting helps business owners, private equity firms and investment bankers reduce surprises in diligence and protect deal value by reviewing and revising financial statements, organizing supporting records and managing due diligence requests.

Our Approach

Preparing for the Deal

Prior to any transaction, we perform a comprehensive assessment to pinpoint operational and financial gaps that could affect deal success. Our team conducts risk analysis, addresses compliance considerations, and establishes strategic goals. This preparation helps reduce potential complications, ensuring your organization enters negotiations with a strong position and clear expectations.

Managing Sell Side Due Diligence

WG Consulting specializes in sell side due diligence, providing business owners and investment bankers with the tools to maximize deal value while ensuring a seamless transaction process. We conduct a comprehensive analysis of your financial statements and make revisions as needed to ensure that your financials are ready for the scrutiny of due diligence or an audit. Our mission is to empower sellers with the confidence to approach the market, knowing that every detail has been thoroughly vetted.

What buyers look at closely:

Revenue recognition: whether revenue is recorded in the right period and under the right accounting standards.
Working capital: what level of receivables, inventory and payables is normal for the business.
Add-backs: whether adjustments to earnings are supported and reasonable.
Customer concentration: how much revenue depends on a small number of customers.

See how WG cleaned up more than two years of improper accounting for an assisted living organization in less than six months: read the case study.

Managing Buy Side Due Diligence

WG Consulting oversees the collection and validation of critical data, working closely with legal, financial, and operational teams to streamline reviews and documentation. Through financial modeling and scenario analysis, we present clear insights that aid in deal structuring and negotiations. Our aim is to mitigate unforeseen challenges and assist you in making fact-based decisions.

Transition & Integration Planning

When the deal moves forward, we develop strategies for smooth integration. WG Consulting provides change management support, helping align processes, systems, and teams to maximize the transaction’s benefits. We also focus on effective stakeholder communication to maintain transparency and ensure all parties remain well-informed throughout the transition.

Results

For a $300M healthcare company, WG delivered fully auditable GAAP financials in less than 18 months, allowing the company to go public through a reverse merger. Read the $300M healthcare IPO case study.

Frequently Asked Questions

What is sell-side due diligence?

Sell-side due diligence is a review of a company’s financials and operations done for the seller before a sale. It finds and fixes issues before buyers see them, which helps protect value and speeds up the deal.

What do buyers look for in our financials?

Buyers focus on the quality and consistency of earnings: how revenue is recognized, normal working capital levels, whether add-backs are supported, customer concentration, and how reliable the monthly reporting is.

Why Partner with WG Consulting?

Our experience in mergers, acquisitions, and other complex deals allows us to offer objective guidance that adapts to your organization’s unique requirements. By combining disciplined preparation, thorough analysis, and practical execution, WG Consulting helps protect your investment and position your organization for long-term success.

Contact WG Consulting to learn more about our Transaction Readiness & Support services and discover how disciplined planning and strategic guidance can lead to a successful, value-driven transaction.