EdgeStone's expertise enables us to provide an intelligent, in depth and independent

assessment of your potential acquisition target.  We focus on all aspects of the business

model - historic and projected financial performance, customer perceptions and

assessments, sales and market assessment, financial systems review and Human Resource

compliance assessment to give you a complete integrated picture of your acquisition target.  

 

The end result is that we provide a complete picture of your acquisition target, and a specific list of recommendations to help you integrate your acquisition in a timely and efficient manner.

 

We provide and independent assessment you can trust.

 

Our services include:

• Due Diligence Planning and Implementation

  • We provide a detailed due diligence information checklist to the target company and work directly with the company to assure that the proper information is provided

   

• Business Plan Review

  • We review the detailed business plan for the target company and provide an assessment of the company’s competitive position and financial model

   

• Financial Assessment

  • We review the organizational structure and workflow model and provide specific recommendations to optimize performance

  • We analyze the cost structure and provide specific recommendations to improve the bottom line of the acquisition candidate

   

• Contract Review

  • We review the target's major contracts with emphasis on:

  • Revenue recognition

  • Past performance

  • Revenue and profit forecast by contract

  • Detailed review of fixed price contracts

  • Contract liabilities and risks

  • Contract receivables

  • We review all leases and provide a summary of the financial commitments

            you are assuming

  • We review the target company’s Intellectual Property, Trademarks and

            Patents

• Financial Forecast Analysis

  • We review the  target company’s detailed forecast by project/ customer and identify key assumptions and risk areas

  • We identify the “Base Case” conservative forecast of revenue, profit and EBITDA based on the company's backlog and pipeline

  • We provide an assessment of target company’s funded and unfunded backlog

   

• Human Resource Assessment

  • We review target company’s policies and procedures focusing on:

    • Compliance of the company's existing policies

    • The Affirmative Action Plan

    • An assessment of company's EEOC compliance

    • A review of existing compensation system

    • Identification and review of Employment and Severance agreements

    • A comparison of target company's benefit structure with your company's plan

    • A review of the benefit structure and identification of areas for improvement and/or cost savings

    • A review of the target company's current 401k(k) plan and recommendations for integration with your plan

     

• Sales and Marketing Assessment

  • Review of the new business pipeline and the key identified targets

  • Review of proposals submitted

  • Evaluate the business development process

  • Review of win/loss rates of major proposals

• Customer Quality Review

  • Conduct confidential interviews with key and primary customers focusing on:

    • Duration of relationship

    • Past and current performance

    • Probability of future work