Consulting

Mergers & Acquisitions

The buying and selling of a business is a very complex issue. The audit, consulting and tax professionals of Warren Averett play a key role in assisting clients through these types of transactions. When examining an acquisition target clients need to determine the value of the company in order to set a price range for the purchase. These valuations are most often based on historical financial data as well as future market expectations. This brings in the need to perform due diligence procedures on the merger candidate’s records to insure the quality of the asset being purchased. Also involved in this complex transaction is the tax structure of the deal. Decisions have to be made regarding purchasing stock or assets. These are areas in which our audit, consulting and tax professionals have considerable experience and are a great asset to clients in the acquisition process.

Warren Averett can assist in a variety of areas including:

• Consulting. Strategic or business planning, management audits and reviews, modeling assumptions for buying, selling or spinning off a business, management compensation reviews and more.
• Entity Structure and Tax Planning
• Finance and Capital Needs. Securing, negotiating or evaluating financing alternatives; raising capital, securing traditional or nontraditional loans; loan evaluation and review.
• Forecasts and Projections
• Related Negotiations. Includes due diligence, negotiations, structuring the deal, financing support and other related services.
• Valuation and Due Diligence. Including target searches, financial analysis, management review, buy-sell evaluations and examination of the terms of the transaction.
• Family Business Succession Planning
• Blending Cultures in a Merger or Acquisition. Including the integration of systems and procedures, enabling clients to build a strong, cohesive entity, pulling personnel together with a clear mission and vision, employing techniques for encouraging a positive blend of cultures, consolidating resources to create an efficient, cost-effective organization, and creative thinking and collaborative problem-solving.