Mergers and Acquisitions

• Acquisition analysis
• Business sale analysis
• Non-business sale analysis

I evaluate the risks and rewards of purchasing business ventures with an acquisition analysis. I assist in selecting the business entity type, budgets, cash flow, planning, forecast and projected financial statements, impacts of strategic plans and with financial statement preparation for 'development stage' companies.

I evaluate the tax ramifications and/or cash proceeds from the sale of a company, the sale of your personal residence, your rental property, your farm, etc. with a thorough 'business sale' analysis. Consultations generally always are needed to avoid tax penalties for underpayment of estimated income taxes and for cash flow planning, when these events occur.

I prepare tax planning strategies whether you are buying or selling personal assets or businesses and provide general consultation as requested.

Return to Services page