Mergers + Acquisitions

Whether you’re considering buying or selling a company, merging with a strategic partner, or restructuring your organization, our mergers & acquisitions (M&A) specialists will provide you with the financial insights, strategic guidance, and transactional support you need to achieve your objectives.

Our M&A services cover the entire transaction lifecycle. From initial valuation and due diligence to deal structuring and negotiation, we leverage our extensive experience and industry knowledge to help you navigate the process seamlessly. Our team will assist you in identifying potential risks and opportunities, conducting financial analysis, and developing a robust integration plan to ensure a smooth transition post-transaction.

Assessment & Organizational RestructuringBusiness ValuationDue DiligencePre/Post StructuringStructuring of Business Transactions

Assessment & Organizational Restructuring

Purchasing or selling a business involves a complex process. Regardless of whether you are the buyer or the seller, one of the crucial steps in this process is conducting thorough due diligence. It holds equal importance for both parties involved, and it brings specific advantages and areas of concern for both the buyer and the seller. When contemplating an acquisition, you must find a company that aligns with your overall goals and acquire it at the appropriate price.

As a seller, you should ensure a successful transaction and close it at the highest possible price. Prioritizing due diligence before initiating the search for a buyer enables you to establish a realistic valuation for your company. Additionally, it equips you with accurate information that you can present to potential buyers.

Business Valuation

A business valuation is a formal process to estimate the value of a business and necessary before considering a sales transaction. The valuation process relies on the professional judgment of an analyst who weighs the nature of the business, its financial performance, local and national economic conditions, values of assets and related liabilities, plus any unique know-how or proprietary technology to arrive at an estimate of the value of the business.

Visit our business valuation service page to learn more.

Due Diligence

Thorough due diligence is a powerful tool that provides buyers and lenders with precise insights into the assets they are acquiring. It enables them to gain a comprehensive understanding of the target company, building confidence and trust throughout the transaction. By presenting transparent financial data, corporate records, supplier and vendor information, existing agreements and more, sellers can facilitate a smoother transaction while reinforcing the buyer’s decision to proceed.

By conducting rigorous due diligence, both buyers and sellers can establish a solid foundation of trust, reduce uncertainty and pave the way for a successful and mutually beneficial transaction. It empowers all parties involved to make informed decisions, minimizing risks and maximizing the potential for a positive outcome.

Pre/Post Structuring

We help businesses analyze, assess, and fine-tune their organizational structure to align with their strategic goals and maximize performance. With our pre/post structuring service, we dive deep into your business operations, evaluating areas such as corporate governance, ownership structure, tax implications, risk management and more.

By optimizing your organizational structure, you can enhance communication channels, improve decision-making processes, and foster a more agile and responsive business environment. Additionally, our expert tax advice can help you minimize your tax burden, ensuring you’re in compliance with the latest regulations while maximizing your bottom line.

Structuring of Business Transactions

The path to success in today’s complex business landscape requires more than just a great product or service. It demands strategic planning, execution, and guidance to navigate the intricate web of transactions. If you’re looking to expand operations or merge with another company, our team is here to guide you through the process to navigate the complexities, mitigate risks, and optimize the financial outcomes of your transactions.

Professionals

Jill K. Kindler
CPA/CFF, CVA, JD

Ronald L. Gagnet
CPA, CVA, CFF

 

Advisory

Audit + Assurance

Business Valuations

Employee Benefit Plan Audits

Historic Tax Credit Services

Litigation Advisory Services

Mergers + Acquisitions

Outsourced Accounting Services

Tax Planning + Preparation

Trust + Estate Planning Services

Industries We Serve