Transactions & Sale Preparation
From transaction services to succession strategies, we can help you grow your business and succeed in the marketplace.
Ben Smith
Shareholder, Consulting
Ben leads the firm’s consulting group, helping middle-market clients optimize results through transaction services and digital advisory support.
Tim Hilligoss
Shareholder, Tax & Assurance
As a trusted advisor, Tim guides clients through business transactions, tax issues and international expansion.
Transaction Services
Maximize shareholder value
Selecting the right transaction partner can make all the difference. Whether your company is interested in buying or selling, our team can help you stay the course through the transaction process. Mergers and acquisitions are complicated transactions that require careful analysis and the consideration of many options. Our team of professionals will evaluate your opportunity, provide proactive advice from planning to close, and work to maximize your shareholder value.
Financial Due Diligence
Quality of earnings
Are you considering selling your business? Buyers typically want to see three to five years of complete financial statements and records. We can help you prepare these documents and put together a quality of earnings report. In addition to confirming the overall health of your company, these records also provide performance history insights and help forecast future success.
Tax Structuring
Optimizing your after-tax profits
Are you confident that you have a tax-efficient structure in place? As a key step in the transaction process, this will help maximize your after-tax profits and lead to a successful transaction. After conducting a thorough analysis, you may decide that a restructure is warranted to simplify or streamline the transaction. There are a few options to consider including reorganizations, management equity plans, Employee Stock Ownership Plans (ESOPs) and family wealth transfers.
Tax Due Diligence
Minimizing your tax exposure
You know how important it is to minimize your tax exposure. That’s where the tax due diligence process comes into play. This step includes a review of all tax types such as income, sales and use, property, and payroll taxes. Your efforts now can benefit you today and make your business more attractive to future buyers.
Sale Preparation
Preparing your business for a sale
Do you have the level of clarity needed to exit your business when the time comes? If you are considering a future sale, we can guide you in the right direction and help you get things in order. Our transaction service advisors will talk to you about your business goals and help you consider all aspects of a potential sale, including exit planning.
Interested in buying or selling a business?
Even if your business isn’t for sale yet, knowing what’s involved in a transaction and understanding what buyers value most is a great way to ensure your business can receive the best valuation possible. We’ve put together some business transaction basics to help you start planning today.
Ben Smith
Shareholder, Consulting
Ben leads the firm’s consulting group, helping middle-market clients optimize results through transaction services and digital advisory support.
Tim Hilligoss
Shareholder, Tax & Assurance
As a trusted advisor, Tim guides clients through business transactions, tax issues and international expansion.
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