Financial Diligence
Working with the buyer to assess the risk factors associated with an acquisition and agreeing on the appropriate scope to address those risks is critical to a successful diligence process. Communication throughout the process, as well as assisting in quantifying any potential exposure and cost-effectively mitigating any risk, is our primary objective in the financial diligence process.
Quality of Earnings
In tandem with Financial Diligence, it is imperative to work with a trusted advisory team with industry experience to accurately predict and project your organization’s quality of earnings. By looking beyond typical financial metrics and gaining a deep understanding of the inner workings of your organization, our Deal Advisory team can confidently guide you in the right direction.
Tax Services
Transaction Tax Services
The successful execution of an M&A transaction requires a comprehensive understanding of both potential tax issues and potential tax opportunities. The buying, selling or restructuring of a business can trigger significant tax exposure, and our transaction tax professionals know just how to handle it. Whether it is private equity, venture capital or family offices, we are here to help you with tax structuring and tax diligence services designed to maximize value as you undertake acquisitions and navigate divestiture activities.
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Tax Credits & Incentives Advisory
Our team of tax credit advisors can assist in identifying valuable opportunities that can increase cash flow and improve your tax position. As a diverse group of tax professionals with decades of industry experience, we can help your organization with comprehensive tax planning and realize tax savings opportunities.
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State & Local Tax
Conducting business across multiple state and local tax jurisdictions poses challenges to even the most sophisticated companies. Our State & Local Tax professionals can interpret the confusing and often conflicting provisions that taxpayers face in various jurisdictions. We can help minimize the risk of penalties while protecting you from state and local tax overpayment or underpayment.
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International Tax
Navigating global operations and international expansion requires multinational companies to enlist strong cross-border tax strategy focused on tax minimization, business structure, mergers and acquisitions, proactive tax planning and regulatory compliance. Cherry Bekaert’s international tax professionals align global business strategies with successful tax strategies by providing an extensive array of international tax planning, compliance and advisory services. Our professionals have extensive multi-jurisdictional and cross-border transactions experience in both strategic tax planning and implementation.
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IT & Cybersecurity Due Diligence
Cherry Bekaert’s IT & Cybersecurity Due Diligence services offer comprehensive analysis and evaluation of the technological aspects of a business or organization during mergers, acquisitions, investments or partnerships. Our team of experienced IT professionals conduct thorough assessments to identify potential risks, opportunities, and synergies related to information technology.
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Valuation Services
In the increasingly sophisticated practice of valuation services, industry experience and training are essential components to an insightful valuation that allows your business to make informed business decisions. Our Valuation Services team can address a wide range of valuation matters involving transactions (domestic and international), intellectual property, gifting, intangible assets, financial reporting, stock options and derivative financial instruments in helping you determine the fair value or fair market value of your business or company’s assets.
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Post-merger Integration
Once your organization has completed a transaction, the hard work doesn’t stop there. It is critical for the integration of companies’ systems, processes and culture to be comprehensive and efficient in order to achieve maximum synergy and revenues. Cherry Bekaert’s Deal Advisory professionals and their industry expertise work with you to understand your organization’s business objectives and cultural values to ensure the completion of your transaction starts on the right foot.
