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Mergers & Acquisitions | Business Advisory | Business Valuations
Debt & Financing | Financial Reporting | Tax Planning & Compliance
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Mergers & Acquisitions - [go to top]
If your Company's strategy of making acquisitions of companies with people, products, and markets compatible with your own is the engine driving growth going forward, we can help. We can provide valuable assistance in the acquisitions area. Experienced in conducting numerous due diligence reviews for our clients, we can assist you in determining any hidden liabilities or other deal breakers in your acquisitions. Our approach emphasizes:
- Reviewing critical data submitted by the seller.
- Performing a cost analysis to determine the possible synergy resulting from the combination as well as any cost savings.
- Examining the revenue stream, including the review of the customer base and retention issues.
- Reviewing the cost of capital, including debt of the potential acquisition.
- Estimating the rate of return on the use of capital.
- Providing timely feedback that assists the dealmakers in structuring the transaction.
- Fielding a multi-disciplined due diligence team.
- Providing coordination among all advisors involved with a transaction.
- Developing acquisition memoranda packages.
- Our professionals are knowledgeable about financial products, as well as securities design, debt issues, project financing, and off-balance sheet financing strategies.
Transaction Management
In providing transaction management services related to prospective acquisitions, our approach is to work hand-in-glove with the buyer, the seller, and the lender. Some of these services include:
- Structuring the transaction in an effective manner from both an accounting and tax perspective (e.g. purchase of assets or stock).
- Developing a financial model.
- Reviewing the financial statements.
- Notifying the target of the intentions of the acquirer.
- Making a formal offer.
Business Advisory - [go to top]
How can you build cost-effective benefits programs that reward valued employees?
Would a merger or an acquisition make you more competitive?
What steps can you take to maximize cash flow?
We know that the right answers to such questions are far from routine. So, we work with you to identify your options, explore the pros and cons of each, then suggest solutions that address your individual needs. Once you've made a decision, you will want to act on it. And here, too, we can help. Not only do we assist you in your decision, we also work with you to see that it achieves the desired results. With this combination of sound business advice and workable solutions, you can expect answers that help your company work more productively, efficiently and competitively. All of which can bring you one step closer to meeting your business goals.
Business Valuations - [go to top]
What is my business worth?
What are the "value drivers" that make one business more valuable than another?
What steps can I take to build shareholder value?
We work closely with you to answer these and other questions. Sometimes business owners are intrigued by the thought of knowing the "value" of their business. Other times, the need results from a transaction. We help identify the reasons for an appraisal and the scope of the assignment. Business valuation services involve consulting or the appraisal of a closely held business. When owners need to know the value of their businesses, they typically have to solicit the assistance of a qualified business appraiser. Common transactions creating the need for a professional business valuation are employee stock options, gift and estate planning, mergers and acquisitions, sale of a minority interest, S Corporation elections, employee stock ownership plans, succession planning and civil litigation. We provide professional business appraisal services adhering to the rigorous standards of the National Association of Certified Valuation Analysts. We also provide consulting services that assist companies in maximizing the value of their business.
Debt & Financing - [go to top]
Your options for financing in today's global marketplace have never been more varied or complex. Increasing amounts of foreign money are available. Major U.S. and foreign companies are seeking strategic partnerships with midsize companies; merger and acquisition opportunities abound. We offer a broad scope of services to help you arrange financing tailored to your specific needs. We can help you determine how much capital you need, how it should be raised, how it will be used, and how much it will cost. We can introduce you to local lenders and other investors. We can help structure and negotiate flexible, cost-effective financing for working capital, research and development, machinery and equipment, inventory and receivables, and real estate. In addition, we can assist you with SBA loan applications and can act as your intermediary through the entire process. We have developed relationships with preferred SBA lenders that can help with pre-qualification criteria, selection of the appropriate funding program, and speed up the entire process.
Financing your business is becoming more complicated all the time. We've made it easier for many companies, and we can do the same for yours.
Financial Reporting - [go to top]
Review
An unaudited review report provides limited assurance that material changes to the financial statements are not necessary in order for them to be presented in conformity with GAAP. A review may be adequate for entities that must report their financial positions to third parties, such as regulatory agencies or banks and their loan limits are generally less than $5 million.
Here's what a review entails:
In a review, a CPA will inquire about accounting principles and practices, accounting policies, actions of the board of directors, and changes in business activities. Then the CPA will make other inquires and apply analytical procedures to identify unusual items or trends in the financial statements that may need explanation. Essentially, a review is designed to see whether the financial statements "make sense" without applying audit-type tests. A review is substantially less in scope than an audit, and provides only limited assurance that the financial statements are free of material misstatement.
Compilation
A compilation is useful to small, privately-held companies whose in-house capabilities are limited and who need help preparing their financial statements. A compilation report offers no assurance as to whether material or significant changes are necessary for the statements to be in conformity with GAAP.
Here's what a compilation entails:
In a compilation, the CPA compiles (or prepares) the financial statements based on information provided by the company. After compiling the statements, the CPA must read them and consider whether they are appropriate in form and free from obvious material errors. Compiled financial statements may be presented with or without footnotes. A compilation provides no assurance that the financial statements are free of material misstatement.
Tax Planning & Compliance - [go to top]
In their search for revenue, federal and state governments are raising tax rates, tightening loopholes and increasing the complexity of regulations. Like many companies, yours may be paying more taxes than it needs to. To help you minimize corporate and personal taxes, we will work with you to identify potential tax savings in your current operations, while helping you plan for the future.
What's the best strategy for ensuring an orderly succession of your business?
How can you make effective use of partnerships, S Corporations and trusts?
We will inform you about new or proposed changes in tax laws and regulations both federal and state. Most important, we work with you to plan an integrated tax strategy that's tailored to your business and personal goals
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