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Mergers & Acquisitions Preparation

Prepare your business for its next transaction

Whether you are considering selling your business, acquiring another company or exploring a strategic transaction, preparation can make a significant difference. We help business owners organize and strengthen their financial information before entering the M&A process.

 

From reviewing financial statements and normalizing earnings to preparing supporting schedules and financial projections, we help ensure your financials are clear, consistent and ready for review. With better financial information and preparation, you can approach due diligence and transaction discussions with greater clarity and confidence.

  • Financial Statement Review - Review historical financial statements and accounting records to identify inconsistencies, unusual items and areas that may require attention before a transaction.
     

  • Quality of Earnings Preparation - Analyze revenue, expenses and profitability to identify non-recurring, unusual or owner-related items that may affect the presentation of business earnings.
     

  • Financial Data & Documentation - Organize financial statements, account details, supporting schedules and other financial information commonly requested during due diligence.
     

  • Normalization of Financials - Help identify and document adjustments that provide a clearer representation of the company's ongoing operating performance.
     

  • Financial Projections & Forecasts - Develop financial projections and scenarios that provide prospective buyers, investors or lenders with a view of the business's expected performance.
     

  • Due Diligence Support - Assist with financial information requests, schedules and analysis during the due-diligence process and help management respond to financial questions.

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