Davidson & Nick CPAs

Merger and Acquisition Services

Merger and Acquisition ServicesIf your business is considering a merger or acquisition, our Naples CPA firm can provide timely advice and key insights to help mitigate risk and make an informed decision. We’ll take the time to fully understand the deal your business is considering. This holistic approach allows us to fully understand how all the pieces fit together including due diligence, accounting and tax issues, operating concerns and risk management.

We’ll work with you to analyze the historical performance including earnings, working capital, cash flow as well as the financial projections for future growth so you can feel confident in your decision to close the deal. Our goal is not only to help you complete the transaction, but to remain a trusted financial partner into the future.

Our merger and acquisition services include:

  • Due diligence of the business acquisition target
  • Evaluate your tax structure options for the most advantageous tax situation
  • Assess performance improvement opportunities
  • Assess internal controls, processes and systems
  • Negotiating favorable deal terms
  • Managing risk and compliance
  • Estate planning
  • Strategic business consulting
  • Audit and assurance
  • Purchase price allocation

Incorporation and New Business Advisor

Whether looking to start a new business, expand a current one, or purchase an existing business, we at Davidson & Nick CPAs are here to assist you in this process. We can provide you compliance assistance and consulting services, from advice on the structure to create, getting the identification numbers needed, analyzing the risks and benefits of the venture, and much more. We are willing to assist and guide you in this process.

Contact any member of our mergers and acquisitions team to learn more about our services. We’ll help you achieve your goals and prosper into the future. Call us today at 239-261-8337.