Buy-side advisory services
Pre-deal
- Identify economic incentive opportunities if adding jobs, buying/building/relocating facilities, expanding or downsizing or purchasing equipment.
- Analyze the tax environment and lay out tax structuring options to determine which option drives the most value.
- Gain an understanding of the target company’s operations and identify areas for process improvements.
- Analyze organizational structure and processes to identify opportunities for growth.
- Conduct a comprehensive IT assessment to identify capabilities, risks, concerns and leverageable opportunities.
Financial and tax due diligence
– Quality of earnings
– Working capital analysis and strategy
– Profitability analysis and strategy
– Tax planning and structuring
– Review and consult on the purchase agreement
IT and cybersecurity due diligence
– Operate without disruption by placing protective measures around systems through network design and management
– Assess risks, vulnerabilities, compliance gaps, data protection and business continuity controls
– Evaulate valuation on a company’s data and data related capabilities with data due diligence
Other due diligence
– Mitigate risks and liability with fraud investigations
– Assign fair market value to assets from day one with a purchase price allocation
Post-close
Key support includes:
- Accounting, tax, and valuation
- Managed IT, ERP, cybersecurity, and digital transformation
- Recruiting, integration, org design, GRC, disputes, and forensics
Accounting, audit and tax
– Outsourced accounting services
– Audited financial statements
– Validation procedures
– Opening balance sheet calculation
– Inventory or PP&E observations
– Tax consulting and compliance
– Nexus studies
– Voluntary disclosure agreements
– State credits
– Federal and state income tax
IT services
– Managed Services
– Managed IT
– ERP implementation
– Cybersecurity
– Digital transformation
Additional services
Assign fair market value to assets from day one with a purchase price allocation.
– Identification of economic development incentives
– Governance, risk and compliance (internal audit, IT audit and corporate governance)
– Deferred compensation
– Contract disputes
– Forensic accounting and litigation resources
