Transaction Advisory

Transaction Advisory expertise tailored to the needs of middle-market companies

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 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.

At Aprio, we believe that value in any M&A consulting process is predicated on having the right strategy, the correct pricing, the right terms and a value capture strategy that maximizes post-transaction potential.

Aprio’s transaction advisory services go beyond routine due diligence to provide an independent perspective on your transaction, identifying obstacles and opportunities for higher ROI. Our integrated approach and attention to detail focus on optimizing outcomes throughout the transaction lifecycle.

Our goal is to provide the guidance and support you need to understand your options to ensure that you have the intelligence to make the best business decision for your company and stakeholders. Maximize the value of your next transaction with the guidance of a team of objective Aprio transaction advisory experts.

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Sound strategies begin with Aprio pre-transaction advisory services

A well-crafted strategy addresses where you are today and where you want to go, from both a corporate and shareholder perspective. This allows you to be proactive with possible acquisition and divestiture opportunities that can enhance long-term shareholder value.

At Aprio, we listen to you and provide the advice you need to use capital and transactions to create value. We have deep experience in helping clients understand their optimal path to inorganic growth and how to structure transactions to meet their goals. Our pre-transaction services include:

Transaction strategy– Realize your corporate and personal ownership goals by articulating the details of your growth strategy and how they can create lasting shareholder value. Aprio advisors will work closely with you to:

  • Craft the optimal capital structure
  • Present the value implications of strategic options
  • Gain an edge to set pricing and terms through company valuation
  • Connect with experienced outside advisors including: investment bankers, lenders and equity partners and legal counsel

Transaction preparation– Whether you are a buyer or a seller, transactions create a litany of questions that require solid answers. Aprio will assist you to fully understand and prepare your answers by helping you:

  • Develop your seller’s value thesis and its basis of support through pre-sale quality of earnings reports
  • Prepare financial reports for carve-out situations
  • Understand revenue recognition and lease accounting matters to present to buyers
  • Gain a sound understanding of industry trends and peer performance through financial benchmarking
  • Analyze and quantify potential synergies in a transaction
  • Take other steps to create a complete transaction cost analysis

Aprio due diligence and structuring services

Making informed decisions based on hard facts is the best way to maximize the value of your transaction. We go well beyond routine financial due diligence to provide an independent perspective on your transaction that identifies optimal tax structures, “deal breakers” and opportunities for higher ROI.

At Aprio, we work with our clients to understand the connection between technology and the business’ current and future operations. From system compatibility to
past cyber events and information risks that could compromise sensitive data and intellectual property, we provide comprehensive cybersecurity and IT due diligence to identify potential risks that can impact value.

Our services include:

  • Financial due diligence– Analyze the quality of earnings and working capital and understand the financial trends that impact management’s forecast and financial model.
  • Tax due diligence– Ensure historical and future international, federal, state and
    local, and sales and use tax exposures are considered in transaction documents and ensure that reps, warranties and indemnification minimize your risk.
  • Tax structuring advice– Let us help you develop deal structures that distribute profits to investors in a tax-efficient manner.
  • IT and cybersecurity due diligence– Gain an understanding of the target’s current IT environment, its compatibilities and the role of third parties and their associated risk management practices. We provide you a thorough analysis of cybersecurity, resiliency and operational risks, as well as determining if risk management programs are designed and deployed to address inherent risks.

Aprio post-transaction advisory services

Whether you are a private equity fund acquiring an add-on for your portfolio or a company acquiring a competitor for growth, Aprio can provide the continuity to plan and manage the post-transaction integration process.

Developing a plan to realize synergies and determining the deliverables, their deadlines and who is responsible for each work stream can be daunting for even the largest of corporations with dedicated integration teams. For middle-market companies, it can be overwhelming. Our M&A consulting experts prepare and guide you through the integration, and make sure that you have consistent and accurate advice for on-going accounting and tax planning.

Integration advisory– Aprio can support you in the management of the integration process and synergy realization post-transaction. We leverage years of integration experience and success to help you reach your acquisition goals, both financially and operationally.

Post-transaction tax and assurance– From tax preparation to assurance services and purchase accounting, Aprio uses the comprehensive data compiled during the business due diligence process to ensure that tax liabilities and risks are mitigated post-transaction. We work with you to:

  • Ensure a smooth transition to life as an acquired portfolio company with first month/quarter financial reporting guidance
  • Take full advantage of transaction-related tax opportunities, including R&D Tax Credits and cost segregation
  • Provide ongoing personal tax and wealth management advice for C-level executives

Experience a smoother path to value with transaction advisory services from Aprio

At Aprio, you will work with a dedicated transaction team with Big Four experience, delivering service with personalized attention. As one of the largest IT, tax and financial due diligence practices of any regional accounting firm, Aprio will arm you with the right strategy to proactively pursue acquisitions and divestiture opportunities with confidence.

Since 1952, clients throughout the U.S. and across more than 40 countries have trusted Aprio for M&A consulting and other guidance on how to achieve what’s next. As a premier, CPA-led professional services firm, Aprio delivers advisory, assurance, tax and private client services to build value, drive growth, manage risk and protect wealth.

To learn how Aprio’s transaction advisory services can position you to for success, contact Michael Levy.

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