Mergers and Acquisitions

There are many challenges and moving parts to a successful merger or acquisition

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.

Businesses or 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 with their products 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.

Among the challenges:

Identifying growth opportunities in business or service lines
How to identify merger or acquisition candidates 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 entity 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

If you are considering a merger or acquisition, please contact Curtis Dean, CPA, MST, CGMA, Merger and Acquisition Team Leader, using the fillable “Contact Us” form on this page.

Solutions

With an eye toward minimizing risk and maximizing tax advantages, business owners in mergers and acquisitions mode have asked for 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 & 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

Testimonials

For more than 20 years we have had a strong, stable relationship with Adams Brown. Their knowledgeable team has a strong understanding of our business and have been great partners. They have been instrumental in improving our business and financial operations over the years. We have never considered changing firms and would recommend them to anyone without reservation.
Walt Hill – High Plains Mental Health Center
The prompt, personal service provided by the Adams Brown team is the best benefit in working with this firm. They offer knowledgeable advice and help my business plan for any eventual scenario. Their guidance and support show their commitment to helping our business succeed. I would recommend them to anyone looking for an accounting firm that has the best interest of the business and its success at heart.
John VonLintel – JROBB, LLC
Par Exsalonce has used Adams Brown for over 10+ years for our payroll needs and have found them to be informative, helpful and accommodating. The salon is quite large and we are constantly adding new employees to the two locations. In addition, they handle insurance, IRA, Aflac and other deductions we throw at them! The entire team is wonderful to deal with – from the receptionist to the accountants that handle our diverse business needs. We could not ask for a more knowledgeable and dependable group of people. Our thanks to them many times over!
Teri Mills – Par Exsalonce
“With Adams Brown, we don’t just get a financial advisor – we get a business partner. Our engagement team does an excellent job serving our needs and continually works with us to develop a plan for long-term success. When we come to them with a question, they go above and beyond to get the answer. Knowing we have that kind of support and dedication from our CPA is important. Our company has been in business a long time, and having a partner like Adams Brown will help keep us on a successful path for many years to come.”
Gary Shorman – CEO, Eagle Communications, INC.
“I own a small business that has been running for over 40 years. I am proud to say we have been with Adams Brown for many of them! I am very pleased with the service they provide and their commitment to helping me grow my business. When I first began working with Adams Brown, I received guidance and a set of guidelines to follow that helped me achieve my business goals. I have full confidence that if I am unable to reach my main contact, I will still receive the best service so that I can stay on track. I highly recommend the team at Adams Brown.”
Dan Woolard – Midway Manufacturing, INC.