Transaction Advisory Services
Ensure it’s not just a good deal, but the right deal with CFGI’s Transaction Advisory Services. Our seasoned transaction advisors bring extensive experience in transaction accounting and reporting, offering a unique blend of expertise on both the buyer and seller side. This ensures a strategic approach that minimizes process pitfalls, allowing you to stay focused on executing your business strategy. From pre-acquisition due diligence to deal-closing and day-one onboarding, our professionals guide you through the entire deal lifecycle.
Key Offerings
- Buy-Side and Sell-Side Quality of Earnings: Thorough analysis to ensure the financial health of both buying and selling entities.
- Sell-Side Readiness: Senior-level transaction professionals partnering with client leadership to prepare and work with the companies through critical areas of the sale process.
- Tax Due Diligence, Structuring, and Modeling: Expert assessment of tax implications in the context of a transaction.
- Finance and Accounting Functional Assessments: Evaluation of financial and accounting processes for optimal efficiency.
- Data Room Preparation and Coordination: Streamlined and organized data rooms for efficient information sharing.
- Financial Modeling and EBITDA Normalizations: In-depth financial modeling to provide accurate insights into earnings.
- Working Capital Negotiations: Strategic guidance on negotiating working capital terms.
- Operations, Technology, Carve-Out, and Integration Due Diligence: Comprehensive assessments of operational, technological, carve-out, and integration considerations.
Financial Due Diligence
Financial & Accounting
- Pro forma EBITDA analysis
- P&L trend analyses and operational reviews
- Balance sheet and working capital trend analyses
- Purchase accounting considerations
- Off-balance sheet and contingent obligation identification
- Purchase contract reps, warranties, and indemnification considerations
M&A Tax Services
- Identifying tax exposures
- Advising on tax-efficient transaction structures
- Providing SPA/APA advice
- Preparing tax models to assist with post-transaction planning
Operations & Technology (IT)
- Assessing the systems and operating processes in place at target companies in the context of the investment thesis to understand key changes that need to be made to the underlying processes or technology infrastructure to achieve desired outcomes over the investment horizon
- Identifying and assessing IT improvement projects
- Identifying and quantifying potential one-time costs
- Assessing planned levels of IT capital expense (CAPEX) and operating expense (OPEX) to support growth
Why CFGI?
The finance and accounting experts at CFGI specialize in helping organizations make informed financial decisions for lasting success. Our buy/sell due diligence services play a crucial role in the path to long-term, strategic wins. We help buyers and sellers navigate the complexities, ensuring compliance, evaluating risks, and facilitating a smoother transaction process.
Never trust an assumption you can’t verify — as a buyer or as a seller. Trust CFGI for comprehensive Transaction Advisory Services. Contact us today to secure the right deal for your business.
