Explanation of Service – Serve as financial expert and advocate for the Company in proposed M&A transaction.  Leverage past Big Four public accounting experience and world class M&A training to conduct objective due diligence audit of the target company.  Working for the target company, prepare and facilitate the timely execution of a favorable due diligence audit.

Tasks and Tactics –

  1. Play role of financial and M&A expert on management team of the Company.
  2. Review LOI’s, term sheets, investor rights agreements, purchase agreements, funding agreements and other M&A documents.
  3. Assist in negotiation of purchase terms.
  4. Conduct expert due diligence audit of the target company.
  5. Help target company prepare for and facilitate a favorable due diligence audit.
  6. Present Executive Summary and other findings and recommendations

Deliverables –

  • The Company is represented in all M&A negotiations by a financial expert and advocate.
  • Expert review of all M&A documents.
  • Executive Summary and Due Diligence Report including significant findings, financial statement analysis, quality of earnings analysis, risk assessment, etc.

Purpose and Utilization of Deliverables –

The acquiring company can execute a successful purchase of the target company utilizing my expertise as a CPA with Big Four experience and world class M&A training.  If working for the target company, I can help prepare and facilitate a favorable due diligence audit.