FIELD ANALYTICAL SERVICES

Sterling Capital provides thorough and objective analysis for companies seeking capital, mergers / acquisitions and exiting transactions.  Sterling Capital recognizes the complexity and difficulty for small businesses to prepare for these kinds of events.  Since every business’s management and ownership may not have readily prepared transactional documentation, Sterling Capital partners travel to the prospective client to facilitate the transaction and obtain needed documents on sight.

 The purpose of conducting the in depth analysis meeting or business survey is to ascertain the scope of the transaction during an intense evaluation period.  Physical evaluation of property, plant and equipment along with observation of the operating business are critical.  The process begins with an opening meeting which takes approximately 1.5 hours; the analysis portion can range from a half day to one day depending upon the business complexity; and, the process is closed with a findings meeting.  Prospective client time will probably not exceed 2.5 hours all day.

The types of documents that should be available for review are as follows:

·        Past Three Years Financial Statements

·        Past Three Years Tax Returns

·        Business Plan

·        Policy and Procedures Manual

·        Brochures

·        Operating Budgets

·        Marketing / Sales Plans

·        Any other documents that you feel are pertinent to the transaction

These documents listed above are guidelines for a thorough analysis, but are not set in stone. 

Senior partners typically complete the field analysis survey in one to 1.5 days.