Mergers and acquisitions require complex analysis and investigation to be successful since they can result in equally complex tax concerns and liabilities. Our meticulous team of advisors is well-versed in transaction tax strategies, including helping to determine the most advantageous structure for each transaction and addressing all ancillary tax implications.
Cendrowski Corporate Advisors provides private equity firms with a team of trusted professionals to assist investors through complex transactions, including purchases, sales, and restructurings.
Our mergers and acquisitions advisory services include due diligence to determine in advance any potential unpaid tax liabilities and analysis to determine the optimal tax-efficient structure for the transaction. Private equity firms rely on our professionals to conduct research and clearly communicate valuable data and insights through several phases of these transactions so sellers and buyers can make well-informed decisions.
Financial Due Diligence for Mergers and Acquisitions
Cendrowski Corporate Advisors provides due diligence analysis for both buyers and sellers of organizations, including determining the revenue, expenses and capital costs that drive the finances of the target organization. Our clients engage our trusted advisors for:
- Due diligence for lending
- Due diligence for divestitures and carve-outs
- Valuations for mergers and acquisitions
- Working capital analysis
The more information a private equity firm has about a potential transaction, the more likely they are to make solid decisions. Our experienced advisors can help organizations identify, evaluate and mitigate any risks involved with a merger or acquisition that’s being considered.
The Cendrowski Corporate Advisors team has provided advisory services for:
- Banks and financial institutions
- Construction firms
- Hospitality companies
- Law firms
- Private equity firms
- Private companies
- Public companies
- Non-profit organizations
- Professional services firms
Client Success: Solid Due Diligence Reveals Fraudulent Tax History
A private equity firm was targeting an insurance agency for a potential deal. At the onset of due diligence, stated income on the financial statements used to calculate the anticipated transaction price exceeded the income on the organization’s federal tax return. Through a further investigation and a follow-up interview, the owner stated he did not record sales to their three largest customers on the organization’s financials, and had understated his income to taxing authorities for over five years. The transaction was abandoned by the private equity firm.