MERGERS & ACQUISITION ADVISORY

SERVICES WE CAN PROVIDE YOU

Whether you want to grow your business by acquisition or internally, prepare your business to sell, bring in specialists to manage the professionals and the steps of the transaction, or assist you after the transaction, our experienced team can help you navigate the entire process, or assist your company in more limited ways with specific tasks.

  • Pre-sale Preparation
  • Pre-acquisition Research & Preparation 
  • Transaction Advisory
  • Coordinate & Manage Outside Service Providers
  • Part-time & Interim Management Roles
  • Turnarounds
  • Business Succession Planning
  • Expert Witnesses
  • MERGERS & ACQUISITIONS FOR YOUR BUSINESS GROWTH

    • Identify & Analyze Potential Targets
    • Analyze Factors Affecting Valuation
    • Due Diligence
    • Evaluate Potential Transaction Viability & Value
    • Analyze Potential Integration Paths & Obstacles
    • Evaluate Potential Synergy & Financial Impacts
    • Provide Interim or Transitional Management
    • Propose Potential Carve Outs & Hold Backs
    • Analyze Proposed Carve Outs & Hold Backs
    • Preemptive Contractual Audit to Identity Potential Problems, Gaps, or Delays & Address Them
    • Transaction Management, Including Coordination With Lawyers, Accountants, Target Relationships, & Vendors (Quality of Earnings Report, Employment Compliance, etc.)
    • Post-Merger Integration
    • Divestitures of Unwanted Business Lines
  • SALE OR ACQUISITION OF BUSINESS

    • Internal Due Diligence Audit To Prepare Company For Acquisition
    • Identify & Analyze Potential Acquirers
    • Analyze Factors Affecting Valuation
    • Preemptive Contractual & Compliance Audit To Identity Potential Problems, Gaps Or Delays & Address Them
    • Analyze Proposed Carve Outs & Hold Backs
    • Transaction Management, Including Coordination With Lawyers, Accountants, Target Relationships & Vendors (Quality Of Earnings Report, Employment Compliance, etc.)
    • Divestitures Of Unwanted Business Lines
  • PROCESS IMPROVEMENTS

    • Internal Audits
    • Contract & Compliance Reviews
  • FINANCE & ACCOUNTING

    • Finance Department Structuring or Restructuring & Staffing
    • Accounts Receivable Improvements
    • Create or Enhance Internal Controls
    • Audit Preparation
    • Manage Outside Accounting Firms
    • Cash Flow & Collection Improvements
    • Address Past Due Bills Without Involving Collection Agencies
    • Select & Implement Accounting System
    • Information Systems Integration with Accounting System
    • Create Budgets & Budget to Actual Reporting
  • STRATEGIC PLANNING

    • Growth Initiatives
    • Intrapreneurship
    • Identification of Potential Strategic Partners
  • PART TIME OR INTERIM MANAGEMENT; PROJECTS

    Some smaller but growing companies focus all of their available cash into building more products or hiring more service providers to grow faster or meet customer expectations. In some cases, important roles go unfilled and important jobs go undone (until there is a crisis).


    We have a solution: Don’t hire a full time manager. Don’t pay benefits. Let us provide cost effective support on a part time, interim, or project basis.


    • Sales & Marketing
    • Finance
    • Accounting
    • Contract Management & Negotiation
    • Referrals to Outside Counsel or Part Time In-house Options
    • Manage Outside Legal & Accounting Firm Projects and Billings
    • Special Projects
    • Strategic Planning & Partnerships
    • Technology Development
    • Manufacturing Automation
  • TURNAROUNDS & BANKRUPTCY RECOVERY

    If your company has suffered under the pandemic restrictions, lost suppliers, lost customers or key employees, has regulatory challenges, or has suffered losses of revenues or profits, let’s work together to put your company on a new path. Our team has extensive experience with companies in challenging or turnaround situations. We can even help some companies in bankruptcy to recover and guide them through financing.

  • BUSINESS CONTINUITY & SUCCESSION PLANNING

    As founders or owners age, some want to enjoy their success by spending more time with family or changing their work/life balance to include more leisure time or various degrees of retirement. But many founders want to continue to receive cash flow or a buyout from their business. We can assist you to plan and meet your objectives, whether you want to transfer management of your business to family members, maintain an income while bringing in outside help so you can delegate some of your work, or want to sell out and exit the business.


    Succession Transfer


    • Prepare & Manage Training Plan
    • Coordinate with Lawyers & Tax Accountants
    • Add Supplemental or Interim Management (If Needed)
    • Manage Sudden Transition 
  • FAMILY BUSINESS SERVICES

    We understand the unique challenges of family businesses, having worked in them and provided services in all functional areas to family businesses.

  • EXPERT WITNESS SERVICES

    If your company has already had a merger or acquisition or other business issues have arisen, and there is litigation, we can provide Expert Witness Services to support your legal team.

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