Transaction Advisory Services

Maximizing Tax Benefits of Transaction Costs

Whether related to an acquisition, merger, restructuring, reorganization, initial public offering or spin-off, the costs paid by companies to service providers such as investment bankers, attorneys, accountants and consultants to

Understanding Your Buy-Sell Agreement – Part 5

Written by Dalton Hopper, CVA, CFE This is the last article in our series discussing the valuation aspects of buy-sell agreements. We have discussed what is included in a buy-sell

Understanding Your Buy-Sell Agreement – Part 2

Written by Dalton Hopper, CVA, CFE Recently, we kicked off a series discussing buy-sell agreements and what business owners and business advisors should know when it comes to valuation. In

Understanding Your Buy-Sell Agreement – Part 1

Written by Dalton Hopper, CFE, CVA We are starting a short series on how business owners and their advisors can prepare an exit strategy by understanding their buy-sell agreement. Our

Tax Considerations for Private Equity Funds and Investors

Written by Jeff Bilsky and Verenda Graham. The federal income tax rules that apply to private equity funds and investors have been the subject of much debate, mainly due to

Book and Tax Implications of Earnouts

One of the many challenges in any deal negotiation is for the buyer and seller to reach an agreement on the purchase price. This is especially true during times of

Professional Services Companies Capitalize on M&A Opportunities

The professional services industry is built on the exchange of ideas and the provision of guidance. Though not immune to the pitfalls that can impact any industry, such as lack

How Deal Insurance Improves M&A Transaction Execution

By Michael Williams, Managing Director, Transaction Advisory Services, BDO USA, LLP The use of representations and warranties (R&W) insurance in mergers and acquisitions has grown significantly over the past several

M&A Stories – How to ‘Deal’ with Unwelcome Surprises

Surprises are rarely good. There are many different emotions that come with the experience of surprise: fear, anxiety, and joy—to name a few. Deals can also cause the same emotions

The M&A Metrics Software Companies Need to Know

Software companies may be surprised by the metrics used to gauge their value and growth potential during M&A. Knowing what investors look at is core to the deal negotiation process.

Uncertainty Adds Urgency: Potential for Tax Increases Impacts M&A Transactions

Most business owners will buy or sell a company only once in their lifetime. It’s a pivotal moment in the lifecycle of any business as well as for the owner