Mergers and Acquisitions Diligence

In addition, we have specialized experience handling due diligence in mergers and acquisitions. Our work in this area includes:

• Analyzing the target’s customer base, marketing and distribution methods.
• Assisting with contract sales price calculations.
• Conducting financial due diligence, including the review and testing of historical account balances and the calculation and preparation of projected account balances.
• Developing an understanding of the target entity’s accounting system, internal controls, policies and procedures and significant accounting policies.
• Evaluating unrecorded commitments and contingencies.
• Reviewing the target’s significant written agreements.

In these engagements, we review federal, state and other tax return filings to identify domestic and foreign tax areas where additional analysis may be required. Additional issues typically include income, property, sales, real estate transfer, telecommunication and unemployment tax implications of the acquisition transactions.

Our audit and tax teams work closely together to create efficiencies for our clients while delivering the highest-quality work.