Merger and Acquisition Advisory Services

Ceschini CPAs provides merger and acquisitions advisory services to profitable businesses with sales of approximately $5 to $100 million, across a wide range of industries. Our professionals have over 40 years of experience and have helped company owners plan for and execute their growth and exit strategies from pre-LOI through post-acquisition. We know that selling and/or buying a business can be an emotional time, and our professionals can help you determine whether you’ve found the right fit.

The professionals at Ceschini CPAs have expertise in buy-side and sell-side diligence with a tailored approach to each company’s transaction and provide the following services:

• Analyzing the company’s historical and forecasted financial data
• Analyzing tax matters
• Analyzing operations
• Review recent trends
• EBITDA adjustments
• Quality or earnings reports
• Deal structuring and negotiating
• Tax planning
• Indications of value

Services for purchasing a business include:

• Financial due diligence
• Tax due diligence
• Tax efficient structuring of the acquisition
• Assistance with negotiating terms of the deal
• Financing assistance business valuation services
• Investment banking/VC introductions

Services for selling your business include:

Pre-deal planning

• Getting books and records in order
• Planning for strategy implementation prior to taking company to market
• Performing audit of company’s financial statements
• Business valuation services
• Quality of earnings report
• Investment banking/VC introductions

Deal planning

• Assistance with due diligence process
• Tax efficient structuring of the sale
• Assistance with negotiating terms of the deal
• Tax planning and projection consulting for company and owners

Post-deal planning

• Continued relationship with former owners to help with transition
• Ongoing tax planning
• Estate planning/wealth preservation strategies