top of page

Here’s What I Did To Protect My Client In A Business Deal Saving Him $200K In Unidentified Costs!




I've got a story for you. My client had dreams of locking down a new acquisition and came in ready to buy. But man, the terms? They looked sketchy. So, we dove in, did our thing, and you won’t believe it – we saved him $200K in unidentified costs!


I've seen it too many times. Entrepreneurs getting seduced by the sparkle of a new venture, totally missing the hidden traps. The real art? Pay what’s right & make sure every dime adds up to real value. That's what we're about.


Here’s how it went down.


1) Financial Statements Analysis:

Step one? We kicked it off with some good old detective work on their numbers. Looking for any inconsistencies, uncovering patterns and making sure no sneaky financial potholes would trip up my client. No shady business gets by us.


2) Valuation Assistance:

Next up, the price tag. Does it shout value? Or just hype? We matched it against the industry benchmarks, checked metrics, and made sure every dollar made sense. No one's pulling a fast-one on our watch.


3) Review Of Assets & Liabilities:

Like treasure hunters, we dug deep. Pouring through every asset, liability, or rocks that needed overturning to make sure we're on solid ground. NOBODY likes these types of surprises.


4) Operations Financial Oversight:

Operations are a beast that can hide a ton of costs if you’re not careful. We got in there, pinpointed inefficiencies, streamlined cash flow, and got that engine purring. Optimizing the day-to-day is what keeps money flowing.


5) Tax Compliance & Liabilities:

Taxes? No joke. I had to be sure everything's above board, so we double-checked the past and prepped for the future. No headaches or landmines waiting down the road.


6) Integration Cost Estimation:

Mergers often come with a side of "oh crap, I didn’t see that expense coming!”. That’s why post-acquisition mess-ups can cost you big time! In this case, we anticipated those kind of jump-scares and avoided any post-deal freakouts.


7) Debt & Financing Structure Examination:

Lastly, we sized up the business’s financial backbone. Ensuring the debts & financing structure was bulletproof. This way we knew it was ready for the big leagues and my client was set for long-term success.


Now, I want to be clear about something here.


I’m not saying that everything went perfect. In fact, a LOT went wrong along the way, and I’d love to tell you all about it, only it would make this post 10x longer.


So, let me bottom-line this and save you some time…


End of the day? The new acquisition was finalized & my client walked away with an extra $60k in his pocket.


And that, my friends, is how you play the game!


If this got your entrepreneurial heart racing, and you’re fired up for more business stories, check me out here 👉 https://www.linkedin.com/in/benjaminpaulding/

8 views0 comments

Comments


bottom of page