Legacy Exit Logo

Transaction Advisory

Transaction advisory services guide business owners, buyers, and investors through mergers, acquisitions, exits, and financial restructures. We provide strategic insight, valuation accuracy, and risk mitigation for every phase of the deal.

What We Offer

Financial Due Diligence

Evaluate cash flow, working capital, assets, and liabilities to ensure an informed transaction.

Business Valuation

We deliver defensible, market-backed valuations to support negotiations and terms.

Exit Planning

Prepare your business for sale with strategic advisory tailored to timing and objectives.

Tax Structuring

Minimize tax exposure and align the deal structure with your long-term wealth goals.

Negotiation Support

We help you assess offers, manage terms, and communicate confidently throughout.

Post-Deal Integration

Ensure operational continuity with advisory support after the transaction closes.

Our Process

Our process is built to provide clarity, confidence, and control at every stage of your business transition. From the initial consultation to post-deal support, we tailor each step to meet your specific goals and ensure a smooth, successful outcome.


Step 1: Initial Consultation

We begin with a focused conversation to learn about your business, your exit goals, and any challenges or concerns you may have. This step helps us gain a comprehensive understanding of your current position and sets the direction for a customized strategy.


Step 2: Strategy & Valuation

Our team conducts a thorough analysis of your business’s financials, market position, and growth potential. We then develop a strategic roadmap and valuation that aligns with your desired outcomes, giving you a clear sense of the deal's structure and value.


Step 3: Deal Execution

We manage the end-to-end execution process, including negotiations, documentation, and due diligence. Our experts work closely with you to protect your interests, address key terms, and guide you through to a signed agreement with clarity and confidence.


Step 4: Post-Close Support

After the deal is closed, we continue supporting your transition by ensuring compliance, managing stakeholder communication, and facilitating operational handover. Our goal is to make the post-sale experience as smooth and successful as the deal itself.

Successful Transactions

Manufacturing Company Exit

Valued at ₹12 Cr and sold to a strategic acquirer within 90 days.

Tech Merger Advisory

Helped two SaaS companies merge with favorable equity distribution.

Family-Owned Business Transition

Led succession planning and valuation for internal buyout.

FAQs

Who needs transaction advisory?

Any business preparing to buy, sell, merge, or raise capital benefits from advisory support.

Do you work with startups?

Yes, we support early-stage companies with fundraising, M&A, and exit planning.

What size deals do you support?

We advise on transactions from ₹50 lakh to ₹100 Cr, depending on sector and complexity.

Speak With Our Team

Let’s discuss how we can support your transaction strategy from start to finish.

What Advisors Say

“Being part of Legacy Exit has helped me expand my practice and serve clients better.”

– Priya D., Legal Advisor

“Their professional ecosystem and deal flow is a game changer.”

– Karan M., Financial Consultant

“I’ve grown my revenue by simply supporting the clients I already had.”

– Aditi B., M&A Specialist