Sardinha do Bairro
Sardinha do Bairro
From negotiation to financial support after the sale.
A business transfer involving an international buyer, in which financial analysis and clarification of price adjustment mechanisms were key to supporting negotiations and implementation of the agreement.
A tourism experiences business in the heart of Lisbon.
Sardinha do Bairro is a Lisbon tourism operator specialising in tuk-tuk tours, transport services and visitor experiences.
The company was preparing for a change of ownership involving an international buyer, requiring consistent financial information to support negotiations, define financial terms and complete the sale.
01
Business valuation
02
Acquisition scenario analysis
03
Sell-side advisory
04
Post-completion adjustment support
Clarify mechanisms. Align criteria. Validate adjustments.
The main challenge was to ensure a shared understanding of the closing accounts mechanism and how its results could affect the final transaction price.
The process required gathering accounting information, interpreting the financial criteria set out in the contract and supporting validation of adjustments linked to completion, promoting mutual understanding.
Financial information
Close account mechanism
Contractual criteria
Post-closing adjustments
Financial support beyond completion of the sale.
ValuingTools supported the seller in preparing and analysing financial information, working with accountants and clarifying the closing accounts mechanism and its impact on the transaction price.
After completion, it supported the analysis of adjustments and interpretation of calculation criteria in light of the contract and payments made, helping sustain discussions between the parties.
01
Financial preparation
Gather information from accountants and prepare calculations supporting the transaction.
02
Clarifying closing accounts
Explain the closing accounts mechanisms and their effect on the price to the seller.
03
Adjustment analysis
Support calculations and financial adjustments associated with completion.
04
Post-sale support
Clarify contractual criteria and analyse payments made, promoting mutual understanding.
A transaction supported beyond completion.
ValuingTools’ involvement helped make the closing accounts mechanism more understandable, support analysis of financial adjustments and sustain discussions between seller and buyer.
Financial support helped clarify the practical application of contractual criteria after the sale, highlighting the importance of continuous advisory support from negotiation through to analysis of subsequent adjustments.
Post-completion support
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