Transaction Advisory Services

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BDO Alliance USA
We are a team of experienced accounting professionals who are empowered to be problem solvers. This means we are committed to proactive, exceptional customer service and to providing value-add solutions that help make life easier, bring dollars back to the bottom line, and propel the business forward. We truly live our tagline - face to face - both with our clients and each other.
Industries served
Industries served
Construction

Manufacturing & Distribution

Dealerships

Not-For-Profit

Employee Benefit Plans

Real Estate

Furniture

Retail

Transportation
Does your accountant understand the industry trends and drivers that affect your business? Can they go beyond the numbers to anticipate trends and advise you on various matters beyond the balance sheet or tax return? In order to serve our clients well, we pride ourselves on providing a depth of knowledge in several key industries. This means that you receive top quality service and can take advantage of best practices in your industry.
Services we offer
Services we offer
Accounting & Auditing

Tax

Client Accounting Services

Wealth Management and Planning

Transaction Advisory Services

Business Valuations

Employee Benefit Plans

Advisory

International Services

Sales and Use Tax

Tax Outsourcing
Each business has its own unique strengths and challenges, which often change throughout different phases. We are equipped with the knowledge and ability to deliver a broad cross-section of services to meet your changing needs, from the hands-on approach with payroll, bookkeeping, and in-house controller services to planning for succession with family wealth planning, investment management, and mergers and acquisition guidance.
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Join our team
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If you are interested in working with a firm that focuses on serving unique clients with a proactive and solution-oriented attitude, we invite you to consider Smith Leonard. Our firm is a place where we all enjoy working together and where our people are absolutely our biggest asset. We like to say that we have the best of both worlds – the resources of a national firm with the approachability of a local firm. We are Smith Leonard. Are you?

WHY WOULD I WANT TO WORK WITH SMITH LEONARD’S TRANSACTION ADVISORY TEAM?

Smith Leonard provides a broad range of services including:

Buy-side due diligence and quality of earnings reports
Sell-side due diligence to get ready for a potential sale
Lender due diligence and quality of earnings reports

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 including the working capital target
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

Sell-Side or Defensive Due Diligence Services

Evaluate (improve) the accuracy of financial information to share with suitors
Identify adjustments to EBITDA, including favorable adjustments that buyers won’t point out
Ascertain potentially contentious issues
Collaborate with other trusted advisors to eliminate or minimize potential risks
Bring an objective view to the company’s business
Identify cost saving measures to increase EBITDA ahead of a transaction

To begin a conversation around transaction advisory or to receive assistance with a transaction, contact Transaction and Advisory Services Director, Patton Lowe