Deal VisionSM
Transaction Support Services
DEAL VISION is a suite of Due Diligence Transaction Support Services offered by Flatiron. Clients may choose to purchase DEAL VISION as a stand-alone offering or combine it with Legal Advisory Services.
For example, Flatiron is often “parachuted” into acquisition targets by Private Equity Funds to clean up a target’s corporate affairs ahead of sale and optimize the probability of a successful Deal outcome.
DEAL VISION Services Include:
Vetting financial reporting and internal controls
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- Improving controls and augmenting financial staff
- Commissioning Quality of Earnings analysis and other financial reports
- Testing the viability of projections
Rationalizing complex ownership structures
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- Eliminating redundant and obsolete affiliates
- Ensuring proper corporate governance is observed
- Visualizing entity ownership
Auditing Chain of Title to the IP
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- Ensuring inbound & outbound licenses are current, up to date and fully paid
- Ensuring that everybody that has created the IP has assigned her/his rights to the company
Auditing Capitalization Table
- Ensuring all equity claims (stock and stock options) trace back to
- a proper corporate grant and
- are properly documented in the records.
Managing Due Diligence
- Utilizing Deal Driver to turn documents into actionable data
- Substantive review of commercial & corporate documentation
- Quantifying & Visualizing resulting data
- Alternative deliverables
- Oral report
- Summary of Risk Factors
- Comprehensive, written Due Diligence Report