Mergers & Acquisitions
Guidance for M&A Clients and Strategic Partners
Shannon & Associates provides guidance to our M&A clients and consulting partners to help them achieve peak returns for the hard work and dedication they’ve invested over the life of their company. We also work hand in hand with our strategic consulting partners such as investment bankers or private equity groups to ensure that their deals are tax effective and done with a sound financial picture. With broad accounting, tax and business consulting experience, our seasoned M&A Transaction Services team works with company leaders and consulting partners to plan strategically for both the acquisition or the exit of a business.
We offer a variety of services, including:
Pre-Transaction
- Pre-sale readiness review and preparation
- Quality of earnings report and analysis
- Business valuation
- Transaction team coordination and creation
- Adding internal succession planning
- Complex GAAP consulting/new accounting
- Standards consulting
- Preventing value erosion
- Financial data analysis and modeling
Succession Planning
- For business owners, succession planning to ensure the continuity of their business,
- whether the business is transferring to family, employees or an outside investor
- With proper succession planning, we can help minimize your income, gift and estate taxes
- Our business valuation services can enhance a successful plan
Tax
- Transaction tax planning and structuring
- Review and evaluations of tax compliance for income, state nexus, payroll, property, and sales and use
- Estate, gift and trust planning
M&A Buy-side and Sell-side Services
- Financial due diligence
- Pre-sale readiness assessment
- Audit and restatement services
- Letter of Intent and Transaction agreement assistance
- Advice on transaction terms and pricing
- Review and recommendations for deal, tax and accounting structure
Post-Transaction Deal Support
- Post-acquisition fi nancial due diligence
- Transaction agreement review and quality of earnings analysis
- Purchase price allocation
- Business combination accounting assistance
- Post-transaction disputes and forensic services
Transitions and plans take time, lots of soul searching, creative thinking and careful implementation. As seasoned professionals, we know that this is oftentimes a bit of an art, in addition to a technical process, and are here to collaborate with you and our consulting partners along the way.
With half a century of experience and a full complement of resources, our team is fluent in the intricacies of many industries, including:
- Manufacturing
- Wholesale and distribution
- Consumer and retail
- Construction/Contractors
- Healthcare providers – Dentists/Doctors
- Services
- Non-profit
- Special subsets of industry focus:
- Aerospace and defense
- Food and beverage
- Consumer products
Our extensive tax, accounting, due diligence and deal support help middle-market companies and their private equity or strategic acquirers reach new heights. We also guide our growth-by-acquisition clients to successfully implement their strategic plan to take their businesses to the next level. Further, we team with our M&A partners to help make quality, tax-effective investment decisions.