Vendor Assistance & Exit Readiness
Find the problems before the buyer's diligence team does — while you still have time to fix them.
Discuss a deal Engagement modelsControl the narrative
In a sell-side process, whoever finds an issue first controls how it is framed. Preparing properly means surprises get explained on your terms rather than discovered on theirs.
- Exit readiness review. A dry run of the diligence a buyer will perform, before you go to market.
- Vendor diligence pack. The analytical file and findings summary that goes into the data room.
- Data room structure. Organised so buyers answer their own questions instead of emailing yours.
- Buyer Q&A support. Fast turnaround on questions during the live process.
Outputs you receive
- Sell-side databook with reconciled monthly financials and supporting schedules.
- Red-flag register — what a buyer will find, with the explanation prepared in advance.
- Data room index mapped to the standard diligence request list.
- Q&A log tracking each buyer question, the answer given and the source behind it.
Frequently asked questions
When should exit readiness work start?
Ideally three to six months before going to market — long enough to fix what is fixable rather than just disclose it.
Is a vendor pack worth it for a smaller deal?
Often yes. Even a light pack removes weeks of back-and-forth and reduces the risk of a price chip late in the process.
Can you support us through the live process?
Yes. We keep the databook live so buyer questions are answered by re-cutting existing analysis rather than starting fresh.
Nordic deals — SIE and SAF-T native
The Nordics are our priority market, and the source data there is unusually good once you know how to read it.
- Sweden. We work from SIE4 exports — full transactions and vouchers, not a period summary — and bridge K2/K3 reporting onto the basis you underwrite.
- Norway. SAF-T Financial exports (v1.30 mandatory from January 2025) give the same transaction-level completeness.
- Denmark and Finland. Native general ledger exports from e-conomic, Dinero, Netvisor and Procountor.
- Full CET overlap means same-day turnaround rather than overnight lag.
Planning an exit?
We will run the diligence a buyer would, and tell you what they will find.
Book a consult Get the data-request listOr email abhishek.bhandari@zionadvisor.com directly.
