Introduction to BWK Transaction Advisory Services

BWK Transaction Advisory Services team…

…experienced personnel with “Big 4” and national / global firm experience

…fully-dedicated M&A employees (unlike most CPA firms)

…experience working on domestic and global transactions of all sizes ($1 million to $250+ million) with both financial (e.g., private equity) and strategic (e.g., corporate) stakeholders

…expertise with navigating through challenging aspects of a transaction that encompass deal issues specifically related to financial, accounting, tax, and HR issues or concerns

…expertise with transactions of all types, including acquisitions, divestitures, recapitalizations, carve-outs (with and without audits), mergers, joint ventures, post-Closing services (NWC true-ups, earn-outs, disputes), restructurings, sourcing

…extensive network of M&A stakeholders

BWK Transaction Advisory Services key solutions and offerings…

…include due diligence (financial, accounting, tax, HR, commercial), tax structuring, negotiations support, HR operational readiness & Day 1/100 planning, post-Closing services, strategy, dispute resolution, project management, compliance services (audits, reviews, tax filings)

…provide Buyers and / or Sellers a view of the normalized, pro-forma view of the target company’s financials

…help a Buyer and its management team analyze and assess the company while preparing for Day 1 ownership

…help prepare a Seller, target company management team, and Seller’s advisors (investment banks, attorneys, etc.) for a company sale by analyzing the financial performance, assessing an optimal tax structure, and organizing / preparing financial information for a Buyer

…prepare key analyses (Quality of Earnings, Net Working Capital, Net Debt & Debt-like Items, Tax Structuring, etc.) used to facilitate negotiations for the transaction and purchase agreement

…are complementary to services provided by investment banks and brokers

BWK Transaction Advisory Services approach and experienced team will…

…help you reduce distractions, delays, and negative surprises during your transaction

…help you increase visibility for key value drivers, understanding of key deal issues, deal speed, and certainty of deal closing

…help you on buy-side transactions to evaluate the proper deal value by being proactive with identifying key deal issues

…help you on sell-side transactions to obtain higher overall deal value by being a more prepared seller

…help you with negotiations of key while avoiding common pitfalls in M&A transactions