Consulting & Advisory
M&A Advisory Services
Whether you are just beginning to think about selling or buying a business, or are in the middle of a transaction, our advisors can help you navigate the process successfully.
The decisions you make during a merger or acquisition can be some of the most complicated—and consequential—that you’ll face as a business owner. This is why it’s critical to approach the M&A process with a solid strategic plan—one crafted by experts who are completely up-to-date on the latest best practices.
Our M&A advisors work closely with you to identify your vision, consider the risks and variables, and light the way forward. From conducting a valuation to serving as your representative during negotiation, we support you at every step so you can have confidence throughout the process and in a successful result.
For Prospective Sellers
Do you truly know the value of your business? If something happened to you, would your business be able to carry on? Would you be ready to sell if someone wanted to give you an offer today?
These are the types of tough questions you must ask yourself as a business owner. Your answers are crucial to empowering you in the next step on your path. Our business advisors help with services like succession planning, quality of earnings reporting, human resources transition planning, and business optimization.
Will you be able to achieve your growth goals without an acquisition? Are you open to acquisitions that would help you meet key objectives such as profitability or growth?
Our advisors help guide you through these questions and more as we outline a plan for where you are today—and light the path for where you’ll go tomorrow. From business valuation and due diligence to purchase agreements and human resources transitions, you can take the next step forward with confidence knowing our experts are there to provide direction, offer guidance, and spark solutions.
Quality of Earnings Report Preparation
Whether you’re buying or selling, a quality of earnings (QOE) report is an essential component of due diligence. Our reporting services go beyond compliance to give you a clear understanding of your company’s or a potential acquisition’s performance—in much greater detail than a financial statement. By leveraging this information, we can help you move forward with a strategic sale or purchase.
A behind-the-numbers view of best practices and holistic thinking.
On January 6, 2022, the US Treasury released the Coronavirus State and Local Fiscal Recovery Funds Final Rule. The Final Rule is effective April 1, 2022, and provides much-anticipated clarification. The Interim Final Rule is still effective through March 31, 2022, but the Final Rule can be implemented prior to its effective date.
Although the R&D credit is for any U.S.-based business that develops, designs, or improves products, processes, formulas, or software—something food, beverage, and agriculture businesses do each day—many have yet to apply for it. Most business owners assume it is only for research labs or large corporations. But this is far from the truth.