due diligence

Term Sheet

A term sheet is a non-binding document which outlines the key financial terms and conditions of a proposed investment. that lays out the proposed terms and conditions under which an investor will make an equity investment in a company.  Essentially, a term sheet sets out the key points of a potential deal – a framework for Read More

M&A as part of your Growth Strategy

Mergers and acquisitions make perfect sense in a variety of situations. For example, maybe an opportunity presents itself that requires fast, decisive action. Or maybe a competitive threat compels a defensive move to get bigger, faster. Here are five situations in which mergers and acquisitions have proven useful as a growth strategy: 1 – Fills critical gaps Read More

Key Considerations when Selling your Company

By Richard Harroch, David Lipkin and Richard Smith. Mergers and acquisitions involving privately held companies entail a number of key legal, business, HR, intellectual property and financial issues. To successfully navigate a sale of your company, it is helpful to understand the dynamics and issues that frequently arise: Valuation is negotiable Deals can take a long Read More

Cash Flow & Liquidity Analysis

Understand Your True Cash Position and Financial Flexibility Cash flow is the lifeblood of any business. Our Cash Flow & Liquidity Analysis provides a clear, data-driven assessment of your company’s ability to generate, manage, and sustain cash over time. This service helps business owners, investors, and lenders understand financial stability beyond reported earnings. We go beyond Read More

Due Diligence

Representa el proceso de análisis, revisión, investigación y validación de información cualitativa y cuantitativa durante el proceso de compra-venta. Hay distintos tipos de due diligence pero los mas comunes son el financiero, legal y operacional. Sullivan Consulting se especializa en el due diligence financiero. Sin duda alguna, representa uno de los más críticos y relevantes a Read More

Fairness Opinion

El fairness opinion es un informe detallado que representa un análisis profundo del precio, términos y condiciones de la oferta en una transacción de compra-venta y provee una opinión financiera acerca de la razonabilidad de la transacción para la parte vendedora.  Entre los tipos de transacción más comunes están la venta de acciones, venta de una Read More

Enterprise Key Value Drivers

In this exclusive conversation, we talk with Marcus Sullivan, Founder and Managing Partner of Sullivan Consulting, a boutique consulting firm based in Puerto Rico. He specializes in business valuations and M&A and has over 20 years of experience providing financial and business advisory services to privately held, middle-market companies in the Unites States, Puerto Rico and Latin America. Today, we Read More