Due Diligence

Buying or selling a business is a significant decision, and understanding the financial story behind the transaction is critical. KatzAbosch provides financial due diligence and transaction advisory services to help buyers and sellers evaluate the financial aspects of a potential transaction, identify key considerations, and make informed decisions throughout the process.

M&A Due Diligence & Advisory Services

Our approach goes beyond reviewing historical financial information. We work with buyers and sellers to understand the factors that may affect transaction value, evaluate financial and tax considerations, and navigate financial matters that arise throughout the transaction process. From evaluating the quality of earnings to preparing for buyer requests and addressing purchase agreement considerations, our team provides practical guidance tailored to each transaction.

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Buy-Side Due Diligence Services

A thorough understanding of a target company’s financial performance helps buyers evaluate a potential acquisition and identify factors that may affect the transaction. Our buy-side services may include:

Evaluating the quality and sustainability of reported earnings and cash flow, including identifying appropriate normalization adjustments
Analysis of the quality of assets to be acquired
Assessing the reasonableness of the target company’s financial forecasts and underlying assumptions
Identifying key financial reporting and tax considerations that may affect purchase agreement negotiations
Providing valuation services related to the acquired intangible assets
Advising on the application of purchase accounting under generally accepted accounting principles
Evaluating post-closing purchase price adjustments, including working capital true-ups
Assisting with post-closing implementation and consolidation

Sell-Side Due Diligence Services

Preparing well in advance of a transaction can help sellers anticipate buyer questions, present financial information effectively, and address potential issues before they affect the deal process. Our sell-side services may include:

Advising on transaction readiness, company structure, value-enhancement opportunities, and exit planning considerations
Analyzing potential deal structures and related cash flow and tax impacts
Assisting in the financial evaluation of offers
Working with brokers, lawyers, and other advisors to coordinate financial information for the data room and manage buyer due diligence requests
Assisting with forecasts, projections, quality of earnings considerations, including normalization adjustments
Assisting with preparing financial schedules and responses to buyer requests
Assisting management and legal advisors with financial considerations related to the purchase agreement, including working capital and other financial terms
Coordinating with wealth management and other advisors, as appropriate, to support transaction planning

“We have 30 people on our board, but a small set of people in the control environment. KatzAbosch asks important questions about changes in roles or governance that have helped us build a solid model for risk management.”

Sarah Trees, Executive Director of London Towne Property Owners Association

Due Diligence Insights

All Insights

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