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Advisory & Consulting

MAKING YOUR BUSINESS STRONGER

Advisory and consulting services can help you improve your business with an added level of outside expertise. For example, if you’re concerned with increasing profitability, you need insights on how to go about it using the most effective methods. If you’re thinking of selling your business, you need to understand your options to determine which ones make the most sense for you.

Your business is unique. The advice and counsel you receive should be, too. With a wide array of options to set you up for success, you can get the exact roadmap you need to help navigate your continued and future success.

1 

Mergers & Acquisitions

  • Business valuation & purchase price options

  • Coordination with attorneys, bankers and others

  • Financial, earnings quality, tax and reverse due diligence

  • Evaluation of entity structure

  • Financial modeling to assist in making critical business decisions

  • Negotiation assistance

  • Preparing your business for sale

  • Purchase price and equity-related allocations

  • Review of tax implications

  • Tax-efficient reorganization strategy

  • Transaction agreement analysis

2

Business Valuations

When a Business Valuation May be Appropriate

  • Investments: mergers and acquisitions, ESOP valuations, sale of a business, succession planning, goodwill valuation and quality of earnings determinations

  • Taxation issues: estate and gift tax compliance, capital gains tax issues, tax disputes with a government entity, stock compensation and non-qualified deferred compensation plans

  • Financial reporting: compliance with purchase price allocation requirements and intangible assets and goodwill impairment requirements

  • Litigation: partnership & shareholder disputes, determination of business damages or lost profits marital dissolution, bankruptcy court proceedings, intellectual property valuations and probate proceedings

3

Financial or Tax Due Deligence

  • Assess the strategic fit of transaction candidates

  • Evaluate optimal transaction timing

  • Guide you on how to keep leverage on your side during negotiations

  • Prepare and examine financial statements

  • Assess target earnings and cash flow

  • Analyze assets and liabilities

  • Identify reasonable “multiples” that will help you determine business valuation

  • Assist in developing an accurate owner adjustment schedule that reflects a full range of “add-backs” and best showcases financial performance

  • Review sales or purchase agreements

4

Transfer Pricing

​​Our strategic transfer pricing services include:

  • Strategic design and implementation of U.S., international, and U.S. State & Local transfer pricing strategies

  • Intangible property migration and cost sharing arrangements

  • Base Erosion Anti-Abuse Tax (BEAT)

  • Global Intangible Low-Tax Income (GLTI)

  • Foreign Derived Intangible Income (FDII)

  • Post-reform international intangible asset/intellectual property tax planning

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