Due Diligence for Each Phase of the Deal
At Barnes Wendling CPAs, our accountants recognize that each deal presents unique challenges and opportunities. Our transaction advisory team offers a personalized approach to working with you, and any other outside advisors on your team, to achieve a successful and efficient transaction.
Our Transaction Planning Services
We offer a full range of planning services to meet the needs of almost any transaction, despite size or complexity.
This includes the following:
- Acquisition Due Diligence: Prior to transaction completion, we’ll review contracts and quality of earnings. Our CPAs will help detail the deal, to assist you in deciding if the acquisition is not only feasible but also beneficial to your business.
- Corporate Finance: We’ll assist in structuring your deal or purchase creating a contract using proper documentation. This gives buyers and sellers the best chance at maximizing profitability and satisfaction.
- Operations Review: You’ll receive assistance in reviewing employees and collateral to decide what’s important to leave in (or out) of the deal. You’ll have a breakdown of manpower and HR, and know what positions are required, and which might be detrimental to the acquisition.
- Buy (and Sell) Side Tax Planning: Our experienced CPAs will help take care of both buy and sell side tax planning and structuring before, during, and after the acquisition/transaction to ensure there are no surprises
- Presale Assessment: A presale financial and tax assessment will effectively “clean up” your financials before going to market, optimizing your opportunity for profit. We’ll also help determine how taxes will be covered and addressed, protecting the buyer or seller from taking on additional, unexpected, tax-related costs.
- Quality of Earnings Studies: At some point, many business owners will at the very least consider selling their company for profit. We’ll conduct a quality of earning study, and make all the necessary financial preparations for an eventual sale.
From mergers and acquisitions to the capital markets, Barnes Wendling CPAs are here to assist you in critical transactions, ensuring that everything goes smoothly, according to plan, and in the most cost-effective manner possible.
Transaction Planning Services Team
Featured Client Testimonials
BW is a true partner to us. Their knowledge, expertise, and service are a valuable resource to us and play an important role in our success!
John Allen - Vice President of Finance, Kaufman Container
Featured Client Testimonials
I appreciate the exceptional tax advice we received over the years. The (BW team) has a good grasp of our business needs. Thank you for your excellent service.
John Griffiths - Owner, Rae Ann, Inc.
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The BW team has been fantastic to work with; both the team member at our office as well as at the partner level. Any issues or concerns are handled very efficiently and effectively.
Kelley Needham - Chief Executive Officer, Epilepsy Association
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Barnes Wendling has been our company accountants for over seven years. Their knowledge has been instrumental in helping us grow strategically during this time. And although we’ve seen many changes in our economy that we cannot control, we’ve always been able to trust the Barnes team to be by our side. The Barnes team feels like family. We can’t thank them enough for their support!
Christine Kloss - Controller, AT&F
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Barnes Wendling has been our company accountants for over 15 years. During this time, the business has grown exceptionally, and Barnes has kept pace, providing accurate, quality advice. Our finances are more efficient than ever, and the expense of hiring Barnes has been a definite positive add to our bottom line. I give my highest recommendation to their firm.
David Miller, MD - President, Retina Associates of Cleveland
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Barnes Wendling has provided us guidance and recommendations that have strategically helped strengthen our business and position ourselves for growth. We needed to hire a new VP of Finance and Controller this past year, and they were instrumental in helping us find the best candidates for our company.
Sara Blankenship - President, Kaufman Container
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We value the trust, accuracy of information, and reliability of Barnes Wendling and Mike Essenmacher personally. Mike has been instrumental as a trusted advisor on accounting, tax, and personnel issues. His advice is always accurate, and he is very reliable. His associates are also very talented.
Dominic Ozanne - President and CEO, Ozanne Construction Company
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We value Barnes Wendling’s expertise with all things accounting so we can operate our business using our strengths and allowing them to be our experts. They have also brought me a few business sale opportunities to allow me to grow my assets.
John Gaydosh - President and Metallurgical Engineer, Ohio Metallurgical Service
Featured Client Testimonials
Barnes Wendling (especially Lena) did a great job with our financials. Everything. It is extremely refreshing and comforting to know that all of our numbers are not only correct, but they are in the right place(s). Your diligence and reporting truly does make me (personally) feel better.
Thomas Adomaitis - Controller, Bialosky Cleveland
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I can wholeheartedly tell you that I have yet to work with an audit or tax team that have been more helpful, easy to work with, and committed than the team at Barnes Wendling- I have been through three different firms in the last few years.
Michelle Saylor, Former Controller, Aero Mag
Featured Client Testimonials
Floyd Trouten at Barnes Wendling CPAs is an “expert’s expert” when it comes to M & A accounting. Not only does he understand the evolving details of the Tax Code but he also sees the fine points of their application for owners, managers, investors, and financiers.
Mark A. Filippell, Western Reserve Partners
Featured Client Testimonials
The service is amazing at Barnes Wendling CPAs. The benefit is worth more than the cost. Sometimes it’s true that you get what you pay for.
Mark Boucher - Former Owner, Castle Heating & Air