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.