Services
Mergers, Acquisitions and Valuation

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.

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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 team provides 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 team utilizes 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 team assists growth-focused companies in securing 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