MERGERS AND ACQUISITIONS

The acquisition, sale, split-up, or merger of a business creates stress.  We enjoy reducing your stress by learning about your key objectives, providing our recommendations, and designing a strategic plan for your approval and our execution. We know that each industry and company is at least somewhat different.  We do not apply a cookie-cutter approach. We want our solutions to efficiently meet your needs. Here is a sampling of our work in M&A:

8f26dd417e9b44dba5e1039a4989b477Help Protect and Maximize Business Value

     Reduce owner dependence
     Confirm adequate insurance
     Strengthen alignment between owners and  employees
     Enter into strategic buy-sell agreements

Readiness to Purchase and Sell

     Keep records of business decisions
     Document and protect business assets, including intellectual                property and other intangibles
     Make business agreements transferable

 

d69f20184cf54a40a9632c4d33ceb2bb

 

Valuation

     Coordinate with a valuation professional
     Be aware of material factors that affect value
     Contingency planning to preserve value

 

Financing

     Debt vs. equity financing
     Traditional or SBA-backed loans
     Secured vs. unsecured debt
     Personal guarantees


e7423c309d284c4eb2e4752f5e619e64Due Diligence

      Coordinate with accounting and other professionals
       Legal, financial, and operational fact-checking
       Identify required third-party consents
       Assess litigation and other liability risks

Transition Path Selection

      Recapitalization
      Family succession
      Strategic buyer
      Management buyout


6a8f795628c344c0be10f76c03fac60aStructuring an M&A Event

     Stock sale vs. asset sale
     Evaluate tax-free reorganization options
     Purchase price escrows, earn-outs, and adjustments
     Tax planning (special elections, installment sales, like-kind                        exchanges, adjustments of basis)
     Deducting vs. capitalizing costs

Definitive Agreements

     Allocation of risk between buyers and sellers
     Estate tax planning and reduction
     Philanthropy/charitable giving

JOIN OUR MAILING LIST

Get the latest updates from Rose Law Firm, P.C.