Landscape Construction: CFO Leadership Through a Sale to a Public Company
- Acquired by a publicly traded company
- Completed saleAcquired by a publicly traded company
- Annual revenue
- $14MAnnual revenue
- Transaction valuation multiple
- 6X EBITDATransaction valuation multiple
The Business Challenge
The owner of a $14 million landscape construction company was considering a sale to a publicly traded buyer and needed dedicated CFO support to evaluate the opportunity. Ownership needed help validating financial information, understanding the proposed deal’s financial implications, and identifying questions requiring further review. The owner also needed someone to lead the financial workstream, coordinate with the auditing firm, and provide guidance throughout the transaction while management continued running the business.
The Recommended Approach
Provided dedicated CFO leadership to help ownership validate financial information, evaluate the proposed deal, and navigate the sale to a publicly traded company. Reviewed financial results and supporting records to assess consistency and explain business performance. Helped the owner understand the financial implications of the proposed transaction and identify questions requiring further review. Coordinated with the auditing firm, led responses to financial information requests, and guided ownership through the financial aspects of the transaction through closing.
Financial Impact
Gave ownership a clearer understanding of the company’s financial performance and the financial implications of the proposed deal. Helped address questions during the review process and provided consistent CFO guidance as the company completed its sale to a publicly traded buyer.
Steps in the Approach
- 01Helped validate financial information: Reviewed financial statements and supporting records to assess consistency, explain reported performance, and identify items requiring clarification.
- 02Evaluated the proposed transaction: Reviewed the financial components of the offer and helped ownership understand their implications, identify concerns, and prepare questions for the buyer and transaction advisors.
- 03Guided ownership through financial decisions: Explained findings and transaction-related questions in practical terms so the owner could make informed decisions as the deal progressed.
- 04Served as the audit liaison: Coordinated communication between management and the auditing firm, organized supporting documentation, and helped address questions about the company’s financial activity.
- 05Led the financial workstream: Tracked information requests, coordinated management responses, and followed up on outstanding items to support progress through the transaction.
- 06Supported ownership through closing: Continued providing financial guidance and coordinating with the parties involved as the company completed its sale to a publicly traded buyer.