TRANSACTION SERVICES
We leverage our extensive deal experience to assist lower middle-market private equity firms, businesses, and investors during any stage of the transaction process.
- Buy-side Quality of Earnings analyses for investors and acquisitive businesses
- Sell-side Quality of Earnings analyses before businesses go to market
- Net Working Capital and Net Debt analysis
- Identify financial and accounting risks
- Maximize value with vetted financials and numbers
- Quality of Earnings 'Lite' and Cash Proofs
Quality of Earnings
TRANSACTION preparation
- Historical accounting clean-up in preparation for a transaction
- Ensure financial records and analyses are organized and reconcile to each other
- Prepare organized and professional financial reports
- Clean-up and streamline the Chart of Accounts
- Verify that accounting policies and procedures are consistent and accurate
- Due diligence support throughout the transaction process
- Client liason between seller, buyer, and third-party due diligence providers
- Participate in calls with buyers and third-party diligence providers
- Prepare financial analyses and reports
- Virtual data room management and organization
DUE DILIGENCE SUPPORT
DUE DILIGENCE ON TARGETS
- Assist investors and acquisitive businesses in assessing acquisition targets
- Identify business and strategic risks
- Assess target company's accounting processes and procedures
- Analyze long-term opportunities and market dynamics
- Prepare investment memos and other investor presentations
- Develop dynamic and user-friendly financial models
- Develop financial forecasts, leveraged buy-out models, and merger models
- Prepare financial models for executives and investors to better understand growth strategies and scenarios
- Help business owners develop long-term business and growth plans
- Identify key revenue, cost, and growth drivers
FINANCIAL MODELING
TAX DILIGENCE
- Tax diligence investigation for both the buy-side and sell-side
- Review tax returns to understand compliance with tax filing procedures and identify any potential liabilities
- Tax structuring for mergers and acquisitions
- Identify potential tax exposures and tax related risks
- Analysis of tax impact of various alternatives and situations
