

Transaction Services
Whether buying, selling, investing or refinancing, understanding the financial position, opportunities and risks is more important than ever.
Transactions can be complex and place significant pressure on management teams whilst requiring stakeholders to make important decisions, often within challenging timescales.
Being prepared and having access to reliable financial information can make a significant difference to both the process and the eventual outcome. Our experienced Transaction Services team supports businesses, investors, lenders and other stakeholders across both transaction preparation and execution, from initial assessment and readiness through to full scope due diligence, negotiation and completion.
Transaction preparation

Vendor Assistance
We provide support throughout the transaction process, offering guidance and expertise from initial negotiations to completion to help support the equity story.

Exit Readiness Assessments
Whether you’re considering a sale, merger or change of ownership, we assess your business to ensure you’re well prepared for the transaction ahead.

Financial Forecasting & Modelling
We develop financial and operational forecasts and scenarios to assess future performance, investment opportunities and potential transaction outcomes.
Cash & Working Capital Optimisation
We optimise cash flow, liquidity and working capital to improve financial performance, unlock value and reduce risk.

Business Valuations
We provide valuations to assess business value, support negotiations and inform transaction and strategic decisions with industry specific expertise.
Business Reviews
We review your business to identify key strengths, weaknesses, opportunities and risks to support informed decision-making.
Transaction execution
We design and implement tailored agreed-upon procedures to address financial, compliance or operational concerns and provide clear insights to stakeholders.
We evaluate acquisition targets by reviewing financial and operational performance to assess financial health, identify risks and support informed investment decisions.
We help sellers prepare by assessing financial performance and operations, identifying potential issues, maximising value and streamlining the transaction process.
Before securing financing or refinancing, we assess creditworthiness, financial performance and repayment capacity to support lending and refinancing decisions.
Our advisors provide guidance and negotiation support throughout the SPA process to identify key issues, address potential areas of contention and protect clients’ interests.
How our Transaction Services team can help you
Transactions can be complex and place significant pressure on management teams whilst requiring stakeholders to make important decisions, often within challenging timescales.
Whether you are buying, selling, investing or refinancing, our experienced Transaction Services team supports businesses, investors, lenders and other stakeholders across both transaction preparation and execution, from initial assessment and readiness through to full scope due diligence, negotiation and completion.

How KR8’s Business Advisory team can help you
We work closely with stakeholders to get businesses back on track.
Whether demand for a product has fallen, an investment has not worked out as expected, or a company needs help defining its future strategy, our team — comprised of accountants, industry executives and former financial services professionals — has the expertise to make a difference.
In addition to working with management teams, our Business Advisory colleagues also support lenders and sponsors in managing investment or repayment strategies, particularly when financial risks are high.