Mergers, Acquisitions And Valuation
HOW WE HELP YOU:
In the complex world of business transactions, our advisory, due diligence, and valuation services are powerful tools to assist you as you plan for the future. Our team conducts thorough reviews and identifies value drivers and potential pitfalls to empower you to make informed decisions.
WHO WE WORK WITH:
Privately held, investor-backed companies and family-run businesses.
Business Owner, CFO, Controller, Founder, CEO
WHAT WE DELIVER:
In the intricate realm of business transactions, our seasoned team provides a full spectrum of services, including due diligence, capital structure advisory, post-transaction integration, tax strategy and structuring, valuation, and merger and acquisition advice.
SERVICE AT A GLANCE
Due Diligence Services
We recognize that every business transaction is unique. Our services are designed to be flexible and adaptable to accommodate your individual needs. Whether you’re planning to buy or sell a business, our due diligence services will provide you with the insights and confidence you need to make informed decisions.
- Buy-side Due Diligence
- Sell-side Due Diligence
- Due Diligence for Lenders
- Divestitures and Carve-outs
- M&A Valuations
- Working Capital Analysis
Post-Transaction Integration
Every transaction aims to generate value, but without proper integration comes risks. Our experts provide ongoing support to ensure you maximize operational efficiencies and financial synergies across the newly integrated entity.
Tax Strategy And Structuring
Tax implications can significantly impact the outcome of any M&A transaction. We help protect you from unforeseen tax liabilities, missed opportunities for tax optimization, and even regulatory non-compliance. By conducting comprehensive tax due diligence, we work towards creating additional transaction value while reducing potential tax exposure.
- Tax Due Diligence, both Buy-side and Sell-side
- Tax Planning Strategies
- Tax Planning for Step-ups
- Tax Modeling and Tax Benefit Analysis
- Structuring of Acquisitions, Dispositions, Mergers and Carve-outs
- Analyzing Utilization of Net Operating Losses (NOLs)
Valuation
Whether you’re looking to sell your business, transfer ownership interests, or allocate purchase price in connection with an acquisition, you need a comprehensive understanding of your business’s value. We help you develop a strategy that maximizes the effectiveness of your transaction. Our valuation experts utilize a proven valuation methodology and practice, taking into account market conditions, industry trends, and competition, to provide a reliable and defensible assessment of your business’s worth.
Tax Valuation Advice
- Gift and Estate Tax Planning
- Equity-based Compensation
- Purchase Price Allocations (IRC 1060)
- Charitable Contributions
- Related Party Transactions
- Transaction Support
- Equity-based Compensation (IRC 409A)
Financial Reporting
- Fair Value Measurement (ASC 820)
- Purchase Price Allocations (ASC 805)
- Asset Impairment Testing (ASC350)
- Equity-Based Compensation (ASC 718 and IRC 409A)
- Leases (ASC 842)
Litigation Matters
- Shareholder Disputes
- Partnership Admissions and Dissolutions
- Buy/Sell Agreements
- Marital Dissolutions
- Economic Loss
Capital Structure and Mergers And Acquisitions Advisory
Regardless of your businesses lifecycle, Wiss Capital Advisors chart the course to reach your company’s full potential. Our experts assist growth-focused companies secure equity capital and unlock optimal financing. Whether you’re considering expansion, pre-IPO financing, or navigating complex transactions such as management buyouts, buy-ins, or corporate divestitures, we turn your goals into reality. Our experience extends to special situations, including acquisition financing, public-to-private transitions, and corporate restructurings.
Equity Capital for Growth
- Expansion Capital
- Pre-IPO Financing
Special Situations
- Acquisition Financing
- Public to Private
- Corporate Restructuring
Buyouts
- Management Buyouts
- Management Buy-Ins
- Corporate Divestitures
Traditional and Specialized M&A
- Buy-Sell Advisory
Mergers, Acquisitions and Valuation Leadership
LATEST INSIGHTS
Maximizing Your Wealth: Navigating Estate Planning Strategies Before the 2026 Tax Sunset
November 6, 2024
Understanding the Cash-to-Cash Cycle
November 30, 2023
Considerations for the Board’s Role in Post Merger Integration
October 2, 2023
The Importance of Word Choice When Defining an Earn-Out Provision
October 21, 2024