Transaction Advisory

Buying or selling a company or a division is a major strategic inflection point in a company’s lifecycle that cannot be taken lightly. At Aprio, our Transaction Advisory team is here to guide you through the process. Our dedicated transaction specialists leverage their breadth of domestic and international knowledge and experience to help you through all stages of the transaction lifecycle, from pre-transaction ideas through post-transaction value realization. Aprio advises private equity funds, middle market companies and large corporations with middle market investments in transactions up to $250 million. Our clients receive the benefit of Big Four experience, delivered with personalized service and senior-level attention specifically crafted for the middle market.

Contact Michael Levy or Jon Dangar to learn more about our Transaction Advisory Services.

Transaction Advisory

Transaction Strategy

Aprio will work with you to understand your growth strategy and how a transaction can help you reach both your corporate and personal ownership goals. We can help you craft an optimal capital structure, understand the valuation implications of various strategic options and learn how a specific transaction can create lasting shareholder value. We can appraise your business’ value to give you an informational edge to set pricing and terms in a potential sale process. We can also advise you on the selection of the most experienced outside advisors for your specific transaction, from investment bankers to legal counsel and lenders.

Transaction Preparation

Aprio can help you as a seller develop your value proposition and create a basis of support for that value proposition through pre-sale quality of earnings reports to ensure you are prepared to answer questions from potential buyers. In addition, we help you understand revenue recognition or lease accounting issues for presentation purposes to buyers. Whether you are a buyer or a seller, we can provide a sound understanding of industry trends and peer performance and also analyze and quantify potential synergies in a transaction, arming you with sound analysis to support transaction value.

Financial Due Diligence

Aprio analyzes the quality of earnings, EBITDA and working capital through financial statements, auditor work papers and discussions with executive management. We understand the financial trends that impact management’s forecast and financial model, and we also analyze the risks of the business, giving you peace of mind that no stone has been left unturned and no surprises are hiding in the details.

Tax Due Diligence

As a buyer, Aprio helps you gain an understanding of your target’s tax profile. We identify opportunities for tax efficiencies and quantify potential tax risks, ensuring that tax exposures are considered in transaction documents. As a seller, we work with you to identify and remedy tax risks to safeguard the value of your business.

Tax Structuring

Aprio can advise you, as a buyer, on how to structure your transaction for maximum ROI. Assessing your existing financial structure and needs as a buyer, we identify restructuring opportunities to lower your tax burden. As a seller, we help you ensure that your company’s financial structure is as attractive to investors as possible.

IT Due Diligence

Aprio works with you to help reduce your costs and increase your company’s efficiency by maintaining and mitigating risk within existing IT systems.

Integration Advisory

In addition to helping you identify potential synergies prior to and during a transaction, Aprio can support you in the management of the integration process and synergy realization post-transaction.

Post-Transaction Tax and Assurance

From tax return preparation to audits and purchase accounting, Aprio uses the comprehensive data compiled during due diligence to ensure that tax liabilities and risks are mitigated post-transaction. We also work with our clients to ensure that they are taking advantage of any tax-related opportunities resulting from the transaction, including R&D Tax Credits and real estate cost segregation.

Advisors and Insights