FabiAssist
Mergers & Acquisitions
Comprehensive M&A analysis includes synergy assessment, revenue and cost modeling, and a detailed Pro Forma with income, cash flow, and balance sheet projections. Features include stub period calcs, multi-scenario modeling, stock options, and accretion/dilution impact analysis.
What You Get
Mergers & Acquisitions
Each client’s relationship is appraised, ranked and shown in easy to view color coded format. A complete business valuation is displayed as a weighted aggregation of each relationship and presented in quintile ranked categories.
Assessment of transition risk and future growth potential are critical for business budgeting and operational planning.
Acquisition Process
FabiAssist focuses on the key Acquisition Process Strategy:
- Acquisition Strategy
- Identify Target
- Early Discussion
- Valuing & Evaluating
- Negotiation
- Due Diligence
- Purchase & Sales Contract
- Financing
Qualitative Data
FabiAssist provides an accurate overview of an enterprise’s business structure, ownership, staff, lease obligations, employee obligations and contractual commitments.
FabiAssist's unique question sequencing, voice interaction, and scoring algorithms enable users to gather critical data on advisor/client relationships.
Quantitative Data
FabiAssist's technology implements more than a dozen profitability, productivity and client ratios of similar size firms for comparative analysis, in conjunction with Income Statement, Balance Sheet, and Cash Flow analysis. Non-reoccurring income and expense adjustments are made for valuation accuracy.