Mergers and Acquisitions (M&A) Advisor | Business Advisory

ENGAGEMENT AND PLANNING

VALUATION

Selling a business is such a major decision for any business owner, the actual process of selling a business requires careful consideration and planning, which can be difficult and stressful without previous experience. Partner with Catheryn Wright to guide you through the sale journey to achieve the best result for you and your business. The first step is a tailored Business Valuation to understand a Fair Market Price for your business.

Catheryn Wright has partnered with Rushmore Group to provide independent business valuation reports. The Rushmore Group are dedicated forensic accountants and business valuation specialists. They provide expert business valuation reports for a diverse range of industries. Each report is meticulously prepared by a chartered and forensic accountant with over 20 years’ experience. Valuation reports are conducted at a fixed price of $4990 + GST. Catheryn Wright will facilitate her client introduction to the Rushmore Group and report delivery. The Rushmore Group guarantees that:

Each report is finalised within around 10 business days from receiving instructions to commence the business valuation.
Assumptions in the report are supported with appropriate reasoning and supporting material.
Opinions are clearly set out and supported with reasoning and appropriate documentation.
Each report is prepared to a “court” standard and our business valuers are prepared to give expert evidence in relation to the report, if required. They have provided expert reports to the Federal Court of Australia, Federal Circuit Court of Australia, Family Court of Australia, NSW Supreme Court, NSW District Court, NSW Land and Environment Court, Supreme Court of Queensland, Family Court of Western Australia, Supreme Court of Victoria and the County Court of Victoria.

Disclosure: Catheryn Wright receives a rebate of $1,000 per valuation. If you own a business and are looking to sell, contact Catheryn today for a valuation.

MERGERS AND AQUISITIONS

Catheryn is a valuable asset if you are looking to grow through acquisition. She believes that a successful acquisition and integration starts with careful planning and self-assessment before embarking on a purchase. Catheryn has extensive merger and acquisition expertise, plus buyers interested in buying companies, consolidating businesses and growing through acquisitions.

Catheryn will review your company’s readiness for undertaking an acquisition and achieving a successful integration, then identify likely acquisition or merger prospects based on strategic and financial factors. Together, you will collaborate to determine strategic M&A goals. Catheryn will confidentially contact prospects and screen for qualified and serious prospects, plus assist in evaluation, negotiation and due diligence, and complete the acquisition or merger, including final negotiations, documentation and any post-acquisition or merger matters.

If your business or company is a target for a merger or acquisition and you could profit from working with Catheryn, contact her today.

BUSINESS MENTORING

Whether you are looking to purchase a business, merge companies, or sell a business, Catheryn has the specialist experience and insights you need throughout every business stage. Catheryn has founded, managed and sold her own businesses, so has first-hand knowledge of the rewards, challenges and difficulties of operations, sales, exit strategies, plus mergers and acquisitions. She will work with you to understand your requirements and circumstances, and design and implement strategies that will put you on a clear path towards achieving your long-term business aspirations. Her level of business advice and mentoring can be tailored to your business, to include:

Geographic expansion, acquisition of expertise, addition of complementary products or services, or new customers
Thorough business review that identifies strengths, weaknesses, and a realistic plan to prepare the business for sale, transformation, merger or acquisition
Review, systemisation and resources for upscale and efficiency and service delivery
Diagnose areas of opportunity for performance improvement, quality enhancement, or cost reduction
Leadership skills to enhance positive staff morale or recruit a new team
Improve practice profitability by creating a growth strategy
Sell your business now, or whether to wait for a more opportune time
Options to sell a portion of your business to a targeted buyer with the aim of freeing up some of your capital
Advice to management teams in developing their plans for a buyout and negotiating with potential providers of capital and vendors
Any other option that is suitable to you and your business

Every business is unique. Contact Catheryn today to review your business and discuss your discuss your goals, plans and options.

LET'S PLAN YOUR EXIT SUCCESS

Whether you are planning on selling your business now, or in 2 to 5 years’ time, it is never too early to start planning your exit strategy. Planning for your exit long before it's necessary can give you, your employees and your family peace of mind. Whether you plan to pass your business on to the next generation, hand it off to a partner or sell it altogether, planning is essential for a smooth transition. Unlike other businesses, a healthcare practice requires a licensed professional to take it over, which means succession planning well ahead of time is vital.

“I have a deep understanding of the complexities and sensitivities involved in buying and selling healthcare practices and I am committed to ensuring my clients get the price, terms and compatibility they are looking for. I work with potential sellers to ensure contingency plans, relevant documentation and systems are in place in order to effectively enable buyer due diligence and reflect your business in the best possible light to potential future purchasers. Planning your Exit Success is crucial to both the longevity of the enterprise and to the future sale of the business”.

Catheryn Wright