Maximizing Value Throughout the Transaction Lifecycle
In today’s ever-shifting financial landscape, efficient preparation and a quick ramp-up are critical to increase value in the sell side or buy side process. Designing the optimal deal requires a thorough understanding of market dynamics and key issues that affect various industries. Balancing transaction objectives with accounting, tax, regulatory, HR, and commercial considerations is crucial to ensure that the acquisition is the right fit for the right price for the buyer or seller.
The BWK Difference
Our integrated team of financial, tax, and strategy professionals with “Big 4” and large firm backgrounds that bring national and global experience to advise clients at every stage of the transaction lifecycle. We work across multiple disciplines and services with both financial (private equity, family office, or sponsor) and strategic (corporate) stakeholders to help navigate the complexities of buy-side and sell-side transactions.
We approach each deal with knowledge, discipline, and an unwavering commitment to maximize value for our clients within their defined risk profile. Unlike most CPA firms, we have fully dedicated mergers and acquisitions (M&A) experts with extensive experience in:
- Acquisitions
- Divestitures
- Recapitalizations
- Mergers
- Joint ventures
- Carve-outs (with/without audits)
- Tax structuring and planning
- Post-closing services including net working capital (NWC) true-ups, earn-outs, and disputes
- HR integration and optimization
- Restructurings
- Sourcing
Our Transaction Advisory Services professionals provide support throughout the transaction lifecycle by identifying key value drivers while addressing deal issues to capitalize on the right opportunity for our clients.
Transaction Advisory Services Include:
We provide guidance for financial, accounting, tax, HR, and commercial considerations for both buy side and sell side clients.
Our experts offer the potential buyer or seller a normalized, pro forma view of the target company’s operations.
We perform a thorough analysis to facilitate negotiations for the transaction and purchase agreement including quality of earnings, net working capital (NWC), net debt and debt-like items, and tax structuring.
Our experts have deep industry experience across a variety of industries. No matter the type or size of transaction, our advisory professionals help navigate the challenging aspects of a transaction that encompass deal issues specifically related to financial, accounting, tax, HR, and commercial issues or concerns.
Contact us today for more information or to speak with a Transaction Advisory Services professional.
We understand the value of creating a stable succession plan when it’s time to sell your accounting firm.
What our clients are saying
WHAT MAKES BWK DIFFERENT
Personalized attention and innovative, value-added solutions
UNPARALLELLED TEAM
Our knowledgeable team of CPAs and tax professionals builds lasting relationships with clients. We’re dedicated to your growth and long-term financial success.
PROVEN PROCESS
We take a holistic approach to managing your account, looking at the “bigger picture” to identify opportunities and challenges relevant to your success and tailor our services accordingly.
BWK VALUES
- Integrity
- Quality
- Relationships
- Collaborative
- Growth-Oriented
- Proactive
- Solution Providers