Transaction Advisory Services
Merger & Acquisition Structuring
- Financial & Tax due diligence
- Consulting on optimal structuring for acquisitions & dispositions;
- Advising on deductibility of various transaction costs
- Analysis of restrictions on post-acquisition utilization of net operating loss and other tax attributes
- Transition handling post acquisition
Valuations
- Purchase Price allocation for business combinations & transaction accounting
- Valuation of equity based compensation & ESOP’s
- Valuation of performance based stock options & restricted stock awards
- Intangible asset Impairment review
- Valuation of financial instruments (derivatives, foreign currency convertible bonds) for financial reporting
Due Diligence Services
- Assessing the quality of earnings
- GAAP accounting & SEC reporting compliance
- Analysis of cash flows
- Balance sheet assets & liabilities review
- Identifying key business drivers, trends in profitability & risk concentrations
- Evaluation of management’s forecast
- Buy-side & sell-side diligence
- Organizational maturity diligence
Governance Matters
- Board evaluations
- Governance reviews
- Development & evaluation of whistle blower frameworks
