Transaction Analysis - Mergers & Acquisitions

Transaction Analysis - Mergers & Acquisitions

Transaction Analysis & Consulting Services

Our seasoned professionals have been involved with hundreds of business transactions, providing sellers with the highest after-tax proceeds, and buyers with the best purchase price allocations for future tax write-offs. This approach often helps build consensus and bring negotiating parties closer to a mutually beneficial agreement.

Your transaction analysis and consulting solutions include:

Maximizing after-tax proceeds with transaction tax planning

  • Reducing or minimizing double tax
  • Maximizing intangible assets, taxed at lower capital gains rates
  • Tax exclusions and deferral techniques
  • Stock vs. asset sale analysis

Exit strategy analysis

  • ESOP
  • Inside vs. outside buyouts
  • Gifting and estate planning
  • Re-capitalization's with private equity groups and others

Putting your company in a sellable position

  • S vs. C Corporation analysis
  • Maximizing value
  • Analysis of value drivers

Buyer consulting

  • Minimizing after-tax acquisition cost
  • Maximizing after-tax earnings available for growth and expansion
  • Choice of business entity
  • Valuation consulting
  • Financing options
  • Negotiating price and terms

 

Investment Banking Services

Whether your plans involve expanding through acquisition or selling a company that took a lifetime to develop, we can handle your transition professionally and confidentially. Preparing your company for a sale or expansion can be an overwhelming task, and we are here to simplify the process and help you reap the highest after-tax benefit from the sale of your business.

Rea Strategic Solutions represents a wide variety of middle-market clients with a focus on companies with revenues between $3 and $50 million.

We provide these services with a variety of fee options to suit your needs. An engagement for a sale or divestiture typically encompasses the following:

  • Calculating a synergistic value for your business
  • Developing and implementing an effective marketing plan, including confidential listings
  • Advising on taxes to enable you to retain the maximum amount of sale proceeds
  • Coordinating negotiations to enable a streamlined and successful closing

 

For more information, please contact Bruce Bernard .