Navigating the challenges of buying or selling a business
Whether or not you’re looking to buy or sell your business, there may come a time when a merger or acquisition strategy makes sense for you. As a business owner, knowing your options is important. At a basic level, an M&A transaction involves combining accounting, legal, operational, HR, marketing and financial activities of two organizations in a manner that delivers the right benefits to the right organizations at the right time in their business life cycle.
Organizations will seek a merger or acquisition for purposes ranging from enhancing shareholder value to gaining and maintaining a competitive edge. Some companies pursue an M&A strategy to secure access to new markets or to sell new products to their existing customer base. Regardless of the strategic reason, the path to a successful merger or acquisition is long and complicated.
Challenges to Mergers & Acquisitions
Identifying growth opportunities in business or service lines
Identifying merger or acquisition candidates that meet strategic financial growth objectives
Creating a framework and decision-making process for assessing whether the case for a proceeding with the merger or acquisition has merit
Assessing industry trends relative to M&A to get perspective on pressures, problems and opportunities in the industry
Ensuring a complete and comprehensive due diligence process and comprehensive review of a merger or acquisition target to get hard facts, insights and a full understanding of issues, opportunities and risks associated with the transaction.
Understanding and planning for surmounting legal and regulatory challenges
Understanding and committing to tough operational changes required to achieve the benefits or the merger or acquisition
Understanding the HR implications of the merger or acquisition
Merger & Acquisition Solutions
With an eye toward minimizing risk and maximizing tax advantages, business leaders in mergers and acquisitions mode often need help in the following areas:
Acquisition risk assessment
Analysis of quality of earnings (EBIDTA)
Analysis of target working capital
Business valuation & purchase price options
Coordination with attorneys, bankers and others
Financial, earnings quality, tax and reverse due diligence
Estate tax planning
Evaluation of entity structure
Financial modeling to assist in making critical business decisions
Negotiation assistance
Personal goodwill planning and structuring
Preparing your business for sale
Purchase price and equity-related allocations
Retirement planning & wealth management
Review of tax implications
Tax-efficient reorganization strategy
Transaction agreement analysis
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A CLIENT’S PERSPECTIVE…
“I’ve used Adams Brown for many years. They are reliable and have my best interests. Thanks for being consistent!”
Quinn Miller – Lawrence, KS
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Merger & Acquisition Services for Targeted Industries
