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The Buyer's Package

A comprehensive experience for business buyers.

See our process below:

Quality of Earnings

Financial due diligence is a must for all acquisition entrepreneurs. We help verify cash flow, uncover hidden trends, and support the evolution of your deal.
 

Tax Structuring

Your tax structure will determine the efficiency of your tax planning for decades to come. A thorough review up front will save you thousands every year.
 

Financial Planning Support

Small business deals require advanced financial planning to ensure success. We help you with equity and debt financing, cash flow modeling, and pro-forma financials to get started on the right foot. 

End to End
M&A Support

The journey to the successful completion of your M&A transaction is a long road with tons of opportunities for pitfalls. Work with seasoned experts to get your deal done in every phase.

Why should I get a QoE?

Reduce Risk and Prepare for the Future

A Quality of Earnings with a specialized M&A firm that understands the main street and lower middle market is the easiest way to reduce financial risk.

You can also leverage a QoE to gain the confidence of investors and banks as well as prepare for post closing financial expectations.

 

What's the point of Tax Structuring?

Keep more cash.

You're spending millions on an M&A transaction with the intention of producing cash flow. Efficient tax structuring is the most effective way to bolster long term cash flows.

Optimized entity structuring, tax elections, compensation, and exit planning are all a part of our tax package that gets you on the right foot with the IRS from day 1.

What is Financial Planning Support?

Preparation for change.

You didn't buy that 30 year old business to keep everything the same, did you?

 

Financial planning is making a plan for the changes you intend to make, and making contingency plans for the things you don't anticipate.

Address post closing liquidity needs, budgeting, and investment planning so you're ready to execute on day 1.

Let's Acquire.

During our discovery call we will discuss:

- The nuances of your deal & structure

- The scope required for your deal

- Timing, price, and logistics