MERGERS AND ACQUISITIONS – ACCOUNTING AND DUE DILIGENCE SUPPORT

Whether your company is buying or selling, or preparing the business for a future potential deal process, Sousa & Weber can assist in the mergers and acquisition process, to ensure your goals are met. Since every transaction is unique, our comprehensive M&A process provides companies, management, and shareholders/owners with step by step guidance from planning to execution and close.

Strategic decisions are required to complete a merger or acquisition. It’s important to have the right information before the deal to avoid any surprises. It’s critical to develop a thorough strategy before these transactions – failure to conduct a thorough due diligence and methodical risk assessment can lead to bad business decisions. Sousa & Weber can handle your merger and acquisition issues at any level to ensure the correct decisions are made.

Sell-side services

We work with business owners to help them maximize the value of their asset and to help assure a smooth sale. Our sell-side services include:

• Implementation of general accounting procedures and monthly-close process in advance of the deal marketing period to ensure accounting records and controls are adequate to potential buyers.
• Ensuring that the books are in good order and advising on proper accounting methods and adjustments prior to release of financial information to the buyer group.
• Preparing reviewed or audited financials if required.
• Preparing historical financials and projections to include in the offering memorandum.
• Working on business valuation and purchase price.
• Reviewing and advising on acquisition agreements with respect to overall value and tax liabilities.
• Coordinating with attorneys, bankers, and venture capitalists.
• Providing support to legal counsel and other professionals during the legal process.
• Ensuring working capital adjustments are calculated according to fair market principals.
• Staying involved throughout the transaction process until closing.
• Remaining involved to assist in a seamless transition of the company to the new owner.

Buy-side services

When a business is interested in buying either a minority or majority share of another business, Sousa & Weber’s buy-side advisory services are invaluable:

• Defining purchase criteria including location, strategic markets, and financial targets.
• Assisting businesses in finding potential buyers.
• Conducting audits and evaluating assets.
• Analyzing potential acquisitions’ financial documents & valuations.
• Creating pro forma financial statements for combined entities.
• Reviewing and advising on acquisition agreements with respect to overall value and tax liabilities.
• Assisting in negotiating letters of intent.
• Preparing financial information for lenders.
• Organizing and preparing financial, organizational, operational, and structural due diligence.
• Advising on tax planning opportunities.
• Staying involved throughout the transaction process until closing.
• Assisting with a seamless transition/integration of the new company.
• Remaining involved to provide accounting, tax, and audit services after the transaction is complete.

Sousa & Weber provides complete financial advice prior to and throughout the merger or acquisition process and offers comprehensive analysis of the business and tax aspects involved in buying and selling a business. 

The critical value that we bring is assisting small businesses and middle-market companies with accounting matters well in advance of a deal. 

Sousa & Weber has experience providing accounting support to businesses with gross sales between $10 million and $750 million in advance of and during active deals.