Merger & Acquisition Due Diligence
Merger & Acquisition Due Diligence

Whether your business is in the acquisition mode or you, as an owner, wish to cash out by selling, we can help.  We provide tax and accounting structuring advice and financial due diligence services for middle-market private equity investors (“PEIs”) and corporate clients. As an integral member of the deal team, we focus on meeting your goals.  We tailor our approach to complement the buyer’s or seller’s areas of need and provide strategic advice to assist our clients in minimizing the risks associated with a transaction.  Our objective is to provide mission critical M&A support by placing a strong emphasis on stakeholder value and identifying key risks and benefits early in the process.

OUR MERGER & ACQUISITIONS DUE DILIGENCE SERVICES INCLUDE:

  • Review of asset and stock purchase agreements
  • Review of tax and accounting structures and tax minimization strategies
  • Review of external auditor workpapers
  • Quality of earnings and financial performance
  • Identification of hidden costs, contingencies and commitments (including tax exposures)
  • Verification of receivables and aging
  • Review of existing contracts and analysis to ensure contractual liabilities are correctly evaluated
  • Examination of customer and vendor relationships

  • Analysis of compensation and benefits contract
  • Review of internal controls
  • Evaluation of future cash flows and testing/validation of assumptions
  • Analysis of working capital and cash flow requirements
  • Structuring purchase price mechanisms
  • Closing working capital position
  • Purchase price allocations
  • Asset impairment analyses
  • Enterprise valuation
  • Other closing assistance