Financial Due Diligence

Working with both buyers and sellers, we analyze historical and projected financial and operating trends, identify working capital considerations and vet quality of earnings reports. Our full complement of M&A services includes evaluating financial reporting systems; assessing collateral, accounts receivable, inventory and cash flow; and identifying exposure areas to avoid or that may reduce value.

Transaction Advisory 

Our goal is to help you reduce any risk to a transaction by providing technical, financial and operational analyses. Our approach is collaborative, responsive and customized to every client. You benefit from active, strategic project involvement from experienced H&S team members who focus on and prioritize critical areas to manage the timeline efficiently and cost effectively. We leverage our resources through our affiliation with RSM US Alliance and recommend entity and transaction tax structures that maximize value for both buyers and sellers.

On the buy-side, we work with search funds, independent sponsors, private equity funds and strategic buyers. On the sell-side, we work with owners and investors directly, or through investment banks and intermediaries, to prepare your business for a potential sale. We help expedite a smooth and expedited transaction process that increases the probability of success, developing appropriate negotiation strategies and strategically structuring deals to minimize tax impacts.

Post-Transaction Support

Closing a transaction is only the beginning of your journey. As your trusted advisors, we guide you throughout the post-close phase and into the future to help you realize your goals. Our comprehensive tax experience and business experience provides you with a go-to resource for tax strategies, guidance on integrating day-to-day financial efficiencies and advising on significant long-term organizational decisions. Our experts can help you streamline business processes; evaluate, select and implement the best IT systems; or develop your strategic and operational roadmap.