Transaction Advisory
Whether selling or buying a business, it is important to have an experienced professional advisor on your side. We offer a full suite of both Sell and Buy-Side M&A services.
- BUSINESS VALUATION
- STRATEGIC PLANNING
- ACCESSING CAPITAL
- TAX STRUCTURING & COMPLIANCE
- INTERNAL CONTROLS
- DESIGN & INTEGRATION
- OUTSOURCED ACCOUNTING SERVICES
- Planning and preparation
- Industry research
- Deal structuring
- Tax planning and strategy
- Coordinating due diligence
- Post closing assistance
- Definitive agreement assistance
- Post-transaction financial planning / wealth management
- Pre-acquisition planning
- Risk assessment
- Financial modeling
- Tax planning and strategy
- Due diligence
- Quality of earnings reports
- Internal control / IT assessment
- Deal structuring
- Review of capital structures
- Securing financing
- Definitive agreement assistance
- Target integration
- Business plans
- Financial modeling and analysis
- Review of capital structures
- Identification of capital sources
- Introduction to capital providers
- Deal structuring
- M&A transactions
- Stock options
- Purchase price allocation
- Valuing intellectual property
- Shareholder disputes
- Buy/sell agreements
- Succession / Estate planning
- Valuing a subject interest
- Tax matters (gifts, sub S, etc.)
- Project management
- M&A advisory
- Due diligence
- Financial modeling
- Valuation
- IT assessments
- Outsourced accounting
- Internal audit
- Tax compliance