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


  • 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

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At PDR CPAs, we leverage our 48+ years of industry expertise to help you keep your finances strong and your business moving forward.