Mergers, Acquisitions and
Transaction Advisory Services
While few business activities are more complex than making an acquisition, a thorough pre-acquisition review can help you gauge complexity and risks associated with the pending transaction. The review offers you an important opportunity to assess values for negotiations and to better anticipate the many business issues that generally emerge during the post-acquisition period.
Alpern Rosenthal brings experience to our clients who are contemplating an acquisition to grow their business or a divestiture to focus more on their core operations.
Our integrated teams of multi-disciplinary and industry-focused professionals can greatly add value to your transaction process by working with you on addressing typical transaction concerns including:
• Reliability of data
• Quality of earnings and cash flows
• Identification of hidden costs and “deal breakers”
• Reasonableness of projections
• Sensitivities surrounding the value drivers
Our deal professionals advise not solely on the financial aspects of deals, but across a wide range of operational and commercial activities, such as the impact of regulation or deregulation of the industry, corporate governance policies and structures, intellectual property valuation and effectiveness of management controls. Alpern Rosenthal offers a field-proven process that truly spans the entire course of a deal.
Financial and Tax Due Diligence
Financial and tax due diligence helps to ensure that you’re buying what you think you’re buying by assessing and validating assumptions that underlie a deal.
Alpern Rosenthal tailors our diligence to look at all key areas that affect the value and viability of a target. Specifically, we provide information about some of the major variables driving a company or industry under review.
Our team generates valuable due diligence reports and business analyses that become an integral component of the decision-making
and negotiation processes.
Tax and Accounting Structuring
In a transaction, you need the most advantageous position to minimize your tax burden and maximize the return on your investment. Alpern Rosenthal can help you implement creative tax and accounting structures to give you a competitive edge.
In helping you develop a more successful accounting and tax structure, we will:
• Determine impact on current cash position once the target is acquired
• Suggest alternative tax and accounting structures
• Identify opportunities to reduce taxes
• Maximize utilization of acquired net operating losses
• Prepare pro forma financial statements that illustrate the effects of various structuring alternatives on future cash flows and earnings
Operational Due Diligence
This service provides acquirers a coherent overview of the operations of the acquired business. Building on this understanding it also identifies opportunities for operational improvement, and works with management to quantify - and create action plans to deliver - business opportunities. Operational due diligence may also identify synergy effects, back office integration savings and potential opportunities to broaden the base of core competencies.
Seller Services
Alpern Rosenthal offers a variety of seller-specific services. These
include assisting sellers in adding value before the sales process begins and assisting the seller in negotiating and finalizing the terms of the sale.
Business Valuation Services for Buyers or Sellers
A properly-prepared formal business plan presents clients with several
unique opportunities including:
- Testing the consequences of management alternatives
- Discovering the significance of major operating assumptions
- Coordinating business and personal objectives
- Promoting better decision making
- Enhancing business efficiency
- Strengthening control over business.
Business valuations are an essential tool if you wish to sell a
business, settle an owners' dispute, enter into a buy/sell
shareholders agreement, or formally establish values. Our experienced
staff will assist you with these important considerations.
|