Success Story: Sell-Side Transaction Guidance for an Aviation Firm

The Client

Owners of an aviation management firm already under a letter of intent (LOI) and undergoing buyer due diligence

The Challenge

Weaver was engaged post-LOI to support an existing diligence process where our team needed to quickly gain familiarity with the business and ongoing efforts to offer responsive assistance in real time.

The Process

Weaver’s transaction advisory services provided the client’s management and accounting team with real-time education, guidance and support throughout diligence and post-closing.

• Financial and tax support: Assisted the team through the buyer’s due diligence meetings and requests, providing real-time education as well as timely and accurate responses
• Transaction preparation: Helped the sellers understand key closing mechanics, including working capital and how purchase price adjustments are calculated
• Post-close review: Analyzed the buyer’s initial working capital true-up to ensure accuracy and fairness, leading to a significantly more favorable outcome

The Deliverables

Weaver’s transaction advisory services team delivered essential financial insights and adjustments in supporting our client to a successful sale.

• Diligence support: Delivered timely responses and clear documentation to address buyer questions and streamline the process
• Closing guidance: Helped management understand and prepare for purchase price adjustments, including the working capital calculation
• Post-close analysis: Reviewed the buyer’s initial working capital true-up calculations, identifying key adjustments that ultimately saved the client over $1 million

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