Strategic & Transaction
Support Resources to
Empower Your Advisory Offering

Our advisory resources provide strategic and transaction support services to help you deliver value to your clients.
We deliver tailored, on-demand resources to meet your, and your clients’, unique requirements.
Advisory service
Buy-Side Red Flag Report
A high-level review into the Target’s historical and forecasted financial performance
Process/Report
  • Key findings report with a risk rating attached to each finding.
Advisory service
Buy-Side Standard Due Diligence
Analysis of the Statement of Comprehensive Income including a breakdown and analysis of material revenue and expenses together with an investigation and substantiation for significant drivers and variances.
Process/Report

Key Findings Report based on our analysis of each section.

  • Statement of Financial Position
  • Statement of Comprehensive Income
  • Statement of Cash Flow
  • Normalised Working

We will include commentary on our observations as well as highlight key trends and financial indicators which we believe should be investigated further by the acquirer

Advisory service
Buy-Side Comprehensive Due Diligence
A comprehensive investigation, including a management questionnaire into the Target, seeking to identify high-risk areas and areas of opportunity for the buyer.
Process/Report

Our report will comprise of the following:

  • Snapshot of information flow and seller readiness
  • Engagement score of the management team
  • Key Finding Report, highlighting high-risk items as well as areas of concern;
  • Analysis of the Statement of Financial Position including a breakdown of assets & liabilities;
  • Analysis of the Statement of Comprehensive Income including a breakdown of the various streams of revenue and expenses as well as an investigation into margins;
  • Analysis of the Targets historic cash flow and forecasted cash flow including estimated earnings, capex, opex and normalised working capital.
Advisory service
Data Room Management

End to end management of the virtual data room.

Process/Report
We set out the applicable request for information to the seller

  • Manage the data acquisition process with the seller
  • Upload data into a secure data room
  • Report on the completeness of the data room
  • Provide feedback on the date room activity, providing insight into areas that are frequently accessed
  • Manage the Q&A between the Seller and DD provider
  • Compile Annexure of Data Room documents for Sale Purchase Agreements
  • Safe destruction and redaction of documents once the transaction has run its course
Advisory service
Teaser and IM Preparation
A Teaser is an initial marketing document prepared and circulated to inform potential parties of a transaction and to gauge investor appetite for a transaction. This document is prepared at a high level that does not disclose the target company’s name or other relevant sensitive information.

Information Memorandums will be prepared by delving into the details of the entity to be able to approach targeted buyers that have expressed interest and with whom we have an executed NDA in place.

Process/Report
  • A teaser document will comprise of a snapshot of the entity and its key financial metrics benchmarked against its peers within the market.
  • A detailed Information Memorandum (IM) comprising of Company’s historical financial overview, current operational requirements and staff compliment inclusive of key personnel.
Advisory service
Deal Preparation
Sell-Side Due Diligence preparation. Drawing on our experience and the market intelligence available we aim to take the seller on a path that leads to success. This includes data room preparation, the highlighting of areas of risk mitigation that may be important to the buyer, and providing a fully comprehensive report.
Process/Report
  • We can offer a gap analysis of the data room, a red flag report through to a comprehensive Due Diligence report.
Advisory service
Independent Expert Valuation Reports
We offer a broad range of valuation services, including Independent Valuations.

Our team of experts has extensive experience in independently valuing both quoted and unquoted projects and companies.

Process/Report
  • Valuation Reports can be beneficial to prospective buyers and sellers, providing both with the required negotiating tools for reasonably determining value during a negotiation process
Advisory service
Financial Reporting Valuations
Our Financial Reporting Valuations service is designed for companies required to obtain opinions of value for financial reporting purposes.

Independence regulations require that the company’s auditors do not perform such valuations.

Process/Report

Our financial reporting valuation services include:

  • IFRS 3 purchase price allocation
  • IAS 36 impairment reviews
  • IFRS 2 share-based payment/incentive scheme valuations
Advisory service
Modelling Reviews
Financial models are critical quantitative evaluation tools in judging companies and projects’ investment potential and provides the foundation for structural business change.
Process/Report
  • It is the integral process for every significant commercial deal, assisting management in making strategic business decisions.
Advisory service
Legal and Statutory Valuations
This service is aimed at clients who need the opinion of an expert valuer for statutory, regulatory, or legal purposes or for arriving at negotiated settlements of disputes.
Process/Report
  • We shall deliver a report based off our key findings and provide opinion of a fair market value range that we stand up to the relevant legal and statutory requirements.
A great partner if you are looking to supplement your current staffing needs
ResourcePlus is a great partner if you are looking to supplement your current staffing needs. They make the process of selecting and interviewing candidates very straightforward. They communicate frequently with you and in our case we did a weekly check-in call with Sheree Taylor which gave us the ability to share information regarding individuals . One of the main reasons why we chose to work with ResourcePlus was the ability to communicate via video with their people due to the overlap of the time zones. Having that 3 to 4 hour overlap of our work days allowed us to make a stronger connection with their staff.
David J. Keyo, Jr.
President, GT Reilly & Company, Audit and Advisory
Responsiveness and ability to meet tight deadlines exceeds expectations
Working with the ResourcePlus team has been an exceptional experience. They were seamlessly integrated into our operations, attending our weekly meetings and internal trainings as if they were right here in our office. This close collaboration ensured that both our teams quickly became proficient, especially with our work papers and internal methodology, perfectly aligning with Bonadio’s standards. ResourcePlus’ responsiveness and ability to meet tight deadlines, even with last-minute projects, were particularly impressive. Your team’s dedication and efficiency ensured we consistently delivered results that exceeded our clients’ expectations. The professionalism, adaptability, and commitment to excellence made ResourcePlus a valuable partner.
Kevin Testo
Partner, Bonadio Group, Employer Benefit Plans
An excellent complement to our staff
The team from ResourcePlus has been an excellent complement to our staff, helping us deliver high quality service levels to our clients whilst maintaining a flexible business model.
Dan Level
Director, Moore Kingston Smith, Audit
Administrative efficiency
The administrative efficiency provided by ResourcePlus has freed up valuable time and resources, enabling us to concentrate on delivering top-quality audit services.
Mark Powell
Partner, Moore Bath, Audit
A valuable partner in delivering high-quality services
Since partnering with ResourcePlus, our collaboration has been nothing short of exemplary. Sheree Taylor and her team have consistently demonstrated exceptional professionalism, expertise, and dedication in the success of our projects. ResourcePlus has proven to be a reliable and valuable partner in delivering high-quality services and making positive impact on our operations.
Eli Gembom
Partner, Segal, Audit

A valuable part of your team

Johnston Carmichael Audit teamed up with ResourcePlus around two years ago when our Business Line underwent significant growth and we developed sector specific teams.  We quickly identified a need to bring in additional resource so we were keen to explore a relationship with ResourcePlus as part of the Moore Partnership.

ResourcePlus offered a high calibre solution that wasn’t offshoring or diluting the client service we worked hard to achieve in the UK.  ResourcePlus offered a strong team of Audit experts based in South Africa who are able to integrate into our team structures, operate within the same time zone and provide clients with the same excellent service they would expect from working with JC.

We’ve continued to build our South Africa team, specifically working with Sheree Taylor to overcome any operational challenges quickly and to continually improve ways of working.  Through this working relationship, and Sheree’s commitment to our business relationship, we’ve been able to identify and develop a training structure that really works for the South Africa and UK team, overcoming technology challenges and implement a sector experienced team that integrates seamlessly into our Audit Business Line. The partnership has allowed us to expand our expertise but maintain a flexible and lean business model while enhancing our service offering.

Audit quality is high on our agenda and important that any new team member is able to deliver quality audit work.  JC and ResourcePlus have developed key training to enhance quality and ensure the South Africa team are fully up-to-speed on our working methodology, UK Auditing and Accounting Standards and auditing software.

Overall, the ResourcePlus team are a valuable part of our JC team and very much seen as an extension of our UK based Audit team structure.  Our relationship with ResourcePlus continues to go from strength to strength and we hope to continue to enhance our offering with the support of the ResourcePlus team in the future.

Jenny Junnier (Director) and Grant Roger (Director)
Johnston Carmichael (JCCA)
Private Finance Initiative

Trusted since 2021

October 2021

Starting Out
R+ Seniors and Assistants join the JC team.

October 2022

Expansion
50% growth. R+ Managers join the JC team.

October 2023

New Faces, Continued Success
New R+ employees join the JC team and integrate seamlessly.

Let our team take care of your advisory needs.

Contact us to learn more