Transaction Advisory Services
— Target Search
— Due Diligence
— Financing/Capital Raising
— Deal Structuring/Tax Planning
— Purchase Accounting
— Business Brokerage
— Fairness Opinions
— Deal Structuring/Tax Planning
- Other Services
— Strategic Planning
— Buy/Sell Agreements
— Stock Options Pricing
— Debt and Equity Financing
— Budgets, Projections and
— Estate and Gift Planning and
— Cost Management and
From acting as a sounding board to structuring the transaction to finalizing negotiations, KFMR advises clients and performs thorough and detailed engagements relating to transactions involving buying, selling or merging businesses and designed to maximize shareholder value.
KFMR has selected a team of individuals whose expertise and knowledge complement one another on the varied and complex issues surrounding transactions. From establishing the fair value of the business, to performing due diligence, to structuring the deal for tax advantages, or raising capital, the Transaction Services Team has worked with a wide array of businesses in many different industries.
After the transaction takes place, KFMR is also available to provide continued services, such as auditing, reviewing and establishing internal controls, tax planning and compliance, employee benefits plan administration, and more.
Depending on the complexity of the transaction, any number of services could be provided. In general, following are the four main areas in which KFMR is typically engaged in a transaction matter.
Bottom line, buyers and sellers want to get the most value for their money. Buyers need assurance that they will not pay more than what the business is worth, while sellers want to make sure that their hard work and efforts in building the business is adequately rewarded. Our highly credentialed and experienced valuation professionals work independently for buyer or sellers using methodical and well-reasoned approaches in not just determining value – but what drives the value of the business, both tangibly and intangibly. Our expert appraisals will assist in effective and smooth price negotiations.
Avoiding problems or even uncovering hidden opportunities before the transaction takes place is the benefit of due diligence services. By gathering data– such as revenue and expenses, market conditions, internal controls, and operational and management approaches – buyers can make better decisions on whether the asking price supports the value of the business, if the acquisition makes a good business combination or if cultural and philosophical differences will impede or complement one another.
Minimizing tax liability in the course of a transaction can be complex and should be a significant issue during the course – and after – the transaction. When combining businesses, or selecting entity structures, our tax professionals review the options and consequences of the transaction. The expertise of our tax professionals is an integral part of the deal structuring process.
As a trusted advisor, we will assess the buyer’s financial needs and the most appropriate financing vehicles. Our team assists in the preparation of business plans, develop the lender/investor criteria, identify and introduce target lenders and investors, evaluate proposals, and assist in the negotiations of pricing, terms and conditions of the financing.