Financial advisors can play a pivotal role in shaping the course of a transaction. A very clear example is through the art of managing stakeholders during due diligence, by adeptly handling, reframing, or strategically addressing questions that might challenge the interests of those involved.

Discover LVP’s Beau Woodbury’s strategic considerations on how we help our clients navigate the complexities of due diligence with finesse and expertise.

Beyond the legal aspects handled by lawyers, LVP steps into the role of strategic advisors, offering crucial insights on navigating commercial due diligence issues. With a focus on practicality and a deep understanding of the business landscape, LVP ensures clients make informed decisions, providing a critical edge in transactions as well as articulating when and how to say "no” during negotiations to best protect the CEO’s interests.

One of the key advantages of having an advisor in a negotiation process, particularly when the CEO plans to continue post-acquisition, is to maintain a strong ongoing relationship with the buyer, acknowledging the challenges that may arise. LVP steps in as a strategic buffer, negotiating assertively on behalf of the seller and providing plausible deniability for the CEO.

Hear Director Dominic Botten explain in this clip how LVP expertly navigates these delicate dynamics, ensuring a smooth transition and fostering positive relationships beyond the negotiation table.

Transactions typically have commonalities that thread through diverse scenarios. From the initiation with a letter of intent to the intricate due diligence phase, LVP assists CEOs in navigating negotiations, ensuring transparency, and understanding every facet of their company examined by potential acquirers. LVP's systematic and thorough approach ensures a smooth transaction close, providing CEOs with a comprehensive guide to successful deals.