Mergers & Acquisitions Solutions

The complexities inherent in the sale of your business or in a strategic business acquisition are numerous. Transaction advice, negotiation assistance, tax planning, appropriate exit strategies are just some of the challenging aspects of the mergers and acquisition (M&A) process.

The retiring baby boomer generation has increased the opportunities for mergers and acquisitions in our marketplace. PDR will assist you as you navigate through the related compliance requirements.

PDR CPAs + Advisors Merger and Acquisition Solutions:

Audit and Assurance

  • Agreed upon procedure engagements
  • Financial Statements audits, reviews and compilations

Tax Planning and Compliance

  • Preparation of tax returns and Schedule K-1s
  • Discounted cash flow preparation and analysis
  • Post-acquisition financial and tax support services
  • Tax planning and compliance

Consulting

  • Business entity selection
  • Due diligence
  • Deal structure and negotiation
  • Raising capital
  • Review of fund organizational documents
  • Deal structuring and M&A advisory
  • Working capital analysis
  • Budgeting and forecasting
  • Exit strategies

Newsletter Sign-Up

Sign up for industry accounting and tax tips below

Interested in our services?

At PDR CPAs, we leverage our 50 years of industry expertise to help you keep your finances strong and your business moving forward.