Transaction
       Advisory

Buy- or Sell-Side Representation

With more than 1,000 transactions serviced, Brady Ware’s strong roots in representing clients with transactional needs allows us to fully understand and support each deal’s unique requirements. Including both buy- and sell-side, our services cover the spectrum of any transaction’s needs such as tax, due diligence, negotiations and other advisory needs. Additionally, because of our strong relationships throughout the industry with owner representation, private equity, legal, and banking, we can help owners connect with any additional professionals that will be needed.

Mergers & Acquisitions

From initial due diligence and financial modeling to post-acquisition integration, you can significantly enhance your chances of success with guidance through the merger & acquisition process. We can assist you with financial statement analysis, valuation assessments, tax planning and structuring, and identifying and mitigating potential risks. By leveraging our deep understanding of accounting principles, industry best practices, and regulatory requirements, you can make informed decisions, optimize deal value, and ensure a smooth and successful transition.

Quality of Earnings

Whether it is to help prepare for a sale, ensure key details of the company are documented for a potential buyer or can be leveraged as a forecasting tool for future business potential, a Quality of Earnings report takes a comprehensive and detailed look at a company’s financial performance.

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Due Diligence

Comprehensive due diligence and evaluation of the target company to help identify and mitigate risks, operational synergies or disparities through cost-benefit analyses, uncover potential legal or regulatory issues, and identify any tax-related considerations that could impact the deal. We often perform a comprehensive analysis of the target company’s financial statements, tax returns, internal controls, contracts, and significant agreements. This can help the acquiring company to identify any potential risks and opportunities associated with the transaction.

Deal Structuring

As you navigate the complexities of a merger or acquisition, it’s important to optimize your deal structure. By helping you evaluate various deal structures, including stock swaps, asset purchases, and mergers, considering their tax implications, financial reporting considerations, and potential impact on your business’s valuation and future growth, we can ensure you make informed decisions that align with your strategic goals and maximize the value of your transaction. We work closely with you and your legal counsel to ensure the chosen structure aligns with your strategic objectives, minimizes risks, and maximizes the overall value creation for your business.

Business Valuation

A business valuation is performed to provide a thorough analysis of the target company’s assets, liabilities, earnings, cash flows, and market position. These insights can help the acquiring company determine a fair purchase price and negotiate with the target company. By leveraging rigorous methodologies and real-world data, we help businesses navigate complex situations, mitigate risks, and seize opportunities.

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Tax Structuring

Proactively addressing potential tax implications — such as the treatment of assets, liabilities, and goodwill — can minimize your tax burden and optimize the financial benefits of the deal. We take into careful consideration factors like the structure of the transaction, the timing of the acquisition, and the allocation of purchase price to various assets. Tax structuring can also help identify potential tax credits or deductions that can be leveraged to offset the tax liability associated with the merger or acquisition.

Closing Assistance

As the closing date of your M&A transaction approaches, our team can provide critical support to ensure a smooth and timely transition. We can assist with the preparation of closing documentation, including purchase price adjustments, working capital reconciliations, and other financial deliverables. Our expertise in accounting and finance allows us to accurately and efficiently review and analyze financial information, identify any discrepancies, and facilitate the timely resolution of any outstanding issues. By providing meticulous attention to detail and proactive communication, we help minimize delays and ensure a successful closing of your transaction.

Modeling

Our team can develop sophisticated financial models to evaluate the potential financial outcomes of your M&A transaction. These models can project key metrics such as revenue growth, profitability, and cash flow, considering various scenarios and assumptions. By analyzing these projections, you can gain valuable insights into the potential returns on your investment, identify potential risks and challenges, and make informed decisions regarding deal structure, pricing, and resource allocation. Our expertise in financial modeling ensures that your analysis is robust, accurate, and aligned with your strategic objectives.

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