Merger & Acquisition Transaction Consulting
Selling or acquiring a business is one of the most significant and demanding undertakings an owner will face. The process requires constant attention to detail, coordination among multiple advisors, and clear communication of what truly drives value. At the same time, the business still needs to run day-to-day. Our role is to relieve much of that pressure. We help owners and leadership teams stay organized, informed, and confident throughout the transaction by serving as a financial advocate and strategic resource.
We are not business brokers; we don’t solicit buyers or manage listings. Instead, we act as your financial partner throughout the transaction process, helping you understand value, prepare for due diligence, and communicate key details to your wealth manager, M&A advisor, and attorney.
Because we already understand your company, its financial drivers, and the rationale behind its value, we can serve as a consistent point of contact for your deal team. This helps make sure that important details aren’t lost, allowing you to focus on leading your business rather than managing the transaction alone.
Merger and Acquisition Services
Our merger and acquisition services include:
- Pre-transaction preparation: Evaluate company performance, identify value drivers, and address areas affecting buyer perception before entering the market.
- Valuation and deal readiness: Develop an objective, defensible opinion of value and help you understand how market participants might evaluate your company.
- Advisory coordination: Collaborate with your M&A attorney, broker, and wealth manager to align valuation, tax, and transaction structures.
- Due diligence support: Assist in preparing materials, responding to buyer requests, and clarifying key financial metrics such as normalized earnings and working capital.
- Negotiation guidance: Review offers and model outcomes under different deal structures, and help you understand how each scenario impacts net proceeds and risk.
Let’s Connect
If you have questions or need assistance, please fill out the form and a KatzAbosch representative will get back to you shortly.
Our Approach
Every engagement begins with a conversation about your objectives and concerns. We assess where your company stands today and what a successful transaction looks like for you. From there, we act as both analyst and advisor, supporting you and your deal team from the first discussion through closing.
Our professionals are credentialed through the National Association of Certified Valuators and Analysts (NACVA) and the Exit Planning Institute (EPI), holding both the Certified Valuation Analyst (CVA) and Certified Exit Planning Advisor (CEPA) designations. Our guidance is grounded in recognized valuation standards and comprehensive exit planning principles.
Our Process
- Discovery and planning: We discuss your goals, timing, and the current state of your business.
- Preliminary analysis: We review historical performance, assess readiness, and highlight potential value gaps.
- Management interview: We meet with leadership to understand operations, competition, and transition priorities.
- Valuation and transaction assessment: We prepare a clear, data-supported valuation and model potential deal outcomes.
- Advisor coordination: We work directly with your attorney, broker, and wealth advisor to maintain alignment and momentum.
- Closing support: We remain available through the final stages to assist with analysis, documentation, and financial questions that arise.
Why Clients Choose Us
- Relief from the time and stress of managing the transaction alone
- Objective, valuation-based guidance throughout the deal process
- Seamless communication with all professional advisors involved
- Clear, straightforward explanations of complex financial issues
- Analysis performed in accordance with NACVA standards by credentialed CVA and CEPA professionals
“Going through the process of selling our business, we were prepared because of their level of attention. All along, we had someone on the phone like a friend.”
Merger & Acquisition Transaction Insights
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The Business Valuation Gap: Why Buyers and Sellers Disagree on Value
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Selling a Business With SBA Financing: What the New SOP 50 10 8.1 Rules Mean for Buyers and Sellers
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Mergers and Acquisitions FAQs
What does a mergers and acquisitions advisor do?
A mergers and acquisitions (M&A) advisor helps you evaluate the financial aspects of buying or selling a business. That can include assessing value, reviewing offers, preparing for due diligence, and comparing potential deal structures. KatzAbosch works with your attorney, broker, and wealth advisor to help you understand the financial implications of decisions throughout the transaction.
Can KatzAbosch help me find a buyer for my business?
KatzAbosch provides financial analysis and transaction guidance, while a business broker or investment banker typically identifies buyers and markets the business. The Firm can work alongside those professionals to support valuation, prepare financial information, and evaluate proposed terms. This coordination helps keep the financial analysis consistent as the transaction progresses.
What happens during due diligence when selling a business?
During due diligence, the buyer examines the business’s records to verify information supporting the proposed purchase price and assess potential risks. Sellers may need to provide financial statements, customer sales reports, contracts, and supporting schedules. Preparing for due diligence includes organizing these records and assigning responsibility for responding to requests so the process doesn’t overwhelm the people running the business.
Why do buyers question adjustments to business earnings?
Buyers want evidence that adjusted earnings reflect performance they can reasonably expect to continue after the acquisition. Sellers may propose adjustments for one-time expenses, personal costs, or compensation above market rates. Each adjustment needs support. For example, an adjustment for above-market rent paid to an owner should be backed by comparable rental data. Unsupported adjustments can lead to disagreements over earnings and the purchase price during buyer due diligence.
How can deal structure affect what I receive from a business sale?
The same purchase price can produce different financial outcomes depending on how the transaction is structured. Payment timing, financing terms, and whether the transaction involves assets or ownership interests can affect your taxes, risk, and available cash. Reviewing how transaction structure affects sale proceeds with your financial and legal advisors helps you compare offers based on what you expect to keep and when you’ll receive it.
Can the purchase price change after closing?
Yes. A purchase agreement may provide for adjustments after closing, including a working capital true-up. This process compares the agreed working capital target with the amount delivered at closing, using the agreement’s definitions and accounting rules. Differences can result in additional payment to the seller or money owed back to the buyer. Accurate records and careful review of post-closing working capital adjustments help reduce unexpected disputes.
What should I review before buying a business?
Review whether the company’s reported earnings are sustainable, how much working capital it needs, and whether key customers or employees are likely to remain after the acquisition. Look beyond the asking price to understand the assumptions supporting it. Differences in how buyers and sellers assess business value can reveal risks that warrant further investigation or changes to the proposed terms.