Provider of ERP software for healthcare – Vendor Assistance

Situation

The Company, a Dutch provider of ERP software for healthcare professionals, had improved its financial position and operational performance in recent years and had returned to profitability. The shareholder subsequently prepared a sale of the Company to an external buyer, with the carve-out from the group and the substantiation of the financial track record and forecasts as key focus areas. In addition, there was a need for insight into the quality and stability of the customer base.

Solution

At the shareholder’s request, Beaufort supported the sale process (Vendor Assistance). Beaufort validated the historical financials and forecast, analysed the carve-out effects, and assessed the quality of the customer base, including through a churn analysis. During the due diligence phase, Beaufort supported the process through Finance Expert Sessions with the buyer and its advisers. This provided the parties involved with a consistent and well-substantiated financial underpinning and relevant insights for the transaction process, contributing to a successful sale to a strategic buyer.