Assisted many clients with numerous acquisitions, providing clarity and confidence by working closely with these clients to explain how the M&A process works in conjunction with best practices and presenting options and ramifications of each.

Completed a full ASC 805 purchase price allocation for a publicly traded manufacturing company with a looming deadline within a week, a process that typically takes weeks or months to perform and complete.

Advised a private manufacturing and distribution company in the sale of their business to a public company at a favorable purchase price by delivering a valuation, performing detailed financial analysis and market research, and went further by identifying the potential buyer’s target financial metrics and implied deal terms.

Took a strategic approach to help a client maximize the purchase price in the sale of his consumer services company by using industry-leading financial analysis to drive the valuation, advising the client on the spectrum of different buyer-types and how each typically view and value companies, and providing the client a high and low valuation range with insight on buyer profiles across that spectrum. The deal closed at the high end of the range.

Advised all stakeholders of a family-owned equipment company in the sale of the business from one generation to the next by delivering a fair and appropriate valuation as well as a cash flow analysis that would support the son’s understanding of what would be possible for the business moving forward and inherent risks involved with bank financing. This provided transparency to the buyer in the post-transaction stage and set him up for success in the long-term.