Mergers & Acquisitions

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Smith Leonard provides a broad range of services to buyers, sellers, investors and lenders.  Our services include financial and tax due diligence, as well as assistance with post-acquisition services.  We focus on the most significant factors affecting deals and the associated risks with the transaction.  We tailor our approach to fit your needs.  We work with you to identify and customize the procedures to accomplish your objectives and eliminate surprises.

Transaction Assistance

  • Cost/benefit & cash flow impact analysis
  • Letter of intent terms
  • Purchase price and earn-out provisions
  • Tax advantage structures
  • Financing alternatives
  • Review of agreements & closing documents

Financial Due Diligence

  • Quality of earnings reports
  • Working capital analysis
  • Sales and production backlog analysis
  • Financial policies and procedures analysis
  • Financial reporting systems assessment
  • Internal control & best practices recommendations
  • Forecast & cash flow analysis

Tax Due Diligence

  • Federal, state & local tax exposures
  • Tax structure analysis
  • Post-acquisition tax minimization
  • Loss carryforward (Sec. 382) limitation analysis

Post-Acquisition Services

  • Establish open balances
  • Purchase price adjustments
  • Verify earn-out payments
  • Dispute arbitration support
  • Integration services

 

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