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a full range of services to structure and advance any type of transaction

Our transaction planning services provide clients with advice on issues related to mergers and acquisitions, including: due diligence, pre-sale assessments, buy- and sell-side tax planning, and more.

We work with attorneys, bankers, investment brokers, and private equity/venture capital firms to achieve a successful transaction for our clients. We have been involved with hundreds of transactions and understand the process well.

Our experienced team knows that each deal presents unique challenges and opportunities. Through a personalized approach, working with clients and their advisors, our goal is to execute an efficient transaction.

Our clients include: corporate buyers and sellers, private equity investors, lenders, family offices, and private entities.

We offer a full range of services to structure and advance any type of transaction, despite size or complexity, including:

  • Acquisition due diligence

    • Prior to a transaction completion, we’ll review contracts and quality of earnings. Our certified public accountants (CPAs) will help detail the deal, i.e. assist in determining if the acquisition is feasible and beneficial.

  • Corporate finance

    • We’ll assist in structuring a deal or purchase by drafting a contract using proper documentation. This gives buyers and sellers the best chance at maximizing profitability and satisfaction.

  • Operations review

    • We help review employees and collateral to decide what’s important to leave in (or out) of the deal. We will provide a breakdown of manpower and human resources, advise on what positions are required, and which might be detrimental to the acquisition.

  • Buy- and sell-side tax planning

    • Our experienced CPAs will provide buy- and sell-side tax planning and structuring before, during, and after the acquisition or 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 and unexpected tax-related costs.

  • Quality of earnings studies

    • At some point, business owners will consider selling the company for profit. We’ll conduct a quality of earnings study and implement the necessary financial preparations for an eventual sale.