AdriAlpAADVISORS
ITENDE

CROSS-BORDER M&A · ITALY · ALPE-ADRIA

TRIESTE · ITALY · CROSS-BORDER M&A

Prepare your business for its next owner.

A structured starting point for owners considering a sale, succession or a strategic partner in Italy. Establish the facts, readiness and transaction objectives before approaching the market.

Request a confidential conversation ↗Start the private self-review
Manufacturing and ownership transition study
Conceptual illustration · not a client asset

ADRiALPA / DECISION WORKBENCH

Turn seven questions into your next step.

Mark what you can already answer. Get a private preparation summary immediately; no email required. This is a self-review, not a valuation or professional assessment.

1. Objective and authority — What do you want to sell: shares, a business or selected assets? Record the desired stake, decision makers, shareholder consent still required and any existing adviser mandate.
2. Financial baseline — List three completed financial years and the latest management period. For each, identify the source, currency, revenue, reported EBITDA and reconciliation still needed; mark unavailable figures as unknown.
3. Earnings adjustments — For every proposed add-back, record its amount, reason, supporting evidence, recurrence risk and replacement cost. Keep owner proposals separate from adjustments reviewed and accepted by the responsible adviser.
4. Commercial durability — Record the largest customer shares, contract terms, renewal dates, termination rights and dependence on the owner. Distinguish contracted revenue from repeat purchases or management expectations.
5. Cash and investment — Identify cash, debt, leases, normal working-capital needs and maintenance capital expenditure. List missing schedules; do not equate EBITDA with cash available to the buyer.
6. Transferability — Identify who runs the company if you leave, critical staff, permits, intellectual property and contracts requiring consent. Assign a person and deadline to each unresolved dependency.
7. Controlled next step — Choose prepare, repair or pause. Name the three most important gaps, their owners and target dates. Define what may be shared anonymously before any confidential disclosure.

Nothing is sent until you submit the contact form. No subscription or fee is created.

M&A / PROCESS MAP

Explore the transaction process

Illustrative sequence. Scope, timing and professional responsibilities are agreed for each assignment.

01 / 05

Define the objective

Clarify ownership, objectives, authority and existing adviser relationships before approaching a transaction.

02 / 05

Prepare the evidence

Organise financial history, challenge proposed adjustments and make missing information visible.

03 / 05

Qualify counterparties

Work from agreed criteria and permissions. A buyer profile is not confirmed interest or available funding.

04 / 05

Review alternatives

Compare structure, conditions and evidence, not just headline price. Specialist review informs the decision.

05 / 05

Decide and execute

Coordinate the agreed workstream with responsible legal, tax and financial professionals. The client approves commitments.

ADRiALPA FIELD NOTES

A useful first step, before the first meeting.

01 / EN

The owner’s sale-readiness worksheet

Seven questions to organise the facts before approaching buyers.

View worksheet ↗Download the free worksheet

Free and ungated. Complete it privately; send only a short introductory enquiry.

Sell a business ↗
Acquire a business ↗
Adviser partnerships ↗
Hospitality ↗

Start with readiness

The Exit Readiness Review identifies information gaps, earnings questions, value drivers and a practical preparation plan. The initial test price is €2,900 plus applicable taxes; scope, delivery and contracting arrangements are confirmed before engagement.

Control the process

Any subsequent buyer search or transaction support is separately agreed. Ownership authority, existing advisers, disclosure permissions and conflicts are checked before introductions. An indicative analysis is not an offer or a formal valuation.

Your first briefing

Share your sector, approximate revenue range, location, ownership role, intended transaction and timing. Please do not send financial records, customer lists or confidential company documents in the initial enquiry.

Start a private introductory conversation

  1. Sector and location
  2. Approximate revenue range
  3. Ownership role and existing advisers
  4. Transaction objective and timing

Your contact details and short enquiry are sent to TRIQUETRA COMPANY W.L.L. to respond to your request. No newsletter subscription. Please do not include financial documents or sensitive personal information.

Privacy and contact information ↗

Email the Adrialpa office ↗

If your email application does not open, write to ai@adrialpa.com using the questions above.

Sell a business ↗
Acquire a business ↗
Adviser partnerships ↗
Hospitality ↗

Before you share a company file

Does downloading a worksheet start an engagement?

No. The worksheet is freely available and creates no mandate, subscription or payment obligation.

Can I send confidential documents now?

Start with a short non-confidential enquiry. Document access, confidentiality and permitted processing are agreed before client records are accepted.

Is Adrialpa the legal or tax adviser?

The agreed scope identifies the responsible professionals. Legal, tax, formal valuation and other specialist opinions are not implied by an introductory enquiry.