Business Transactions

Businesses often consider a merger or acquisition for strategic growth. But different financial and legal considerations must be taken into account for a successful transaction. CBM’s professionals work with buyers and sellers, investigating every element of a potential deal from tax structuring to providing a valuation for businesses involved in the transaction. We also help with earnings reviews, advise on proper cash flow projections and budgeting, help buyers determine the most advantageous entity to create to minimize tax liability and perform agreed-upon procedure engagements. Click here to learn more about our consulting expertise with mergers and acquisitions.

To protect the interest of your business, it is wise to consider drafting a buy-sell agreement. In the event you or a co-owner  can no longer fulfill your duties as the business owner, the buy-sell agreement lays out the options for other owners or other parties to acquire an interest in the business. We can help you develop a buy-sell agreement based on your specific goals and those of other stakeholders.

Business owners leaving their enterprise face a number of financial decisions but may struggle to think through all considerations due to their long attachment to the business. CBM provides an objective voice to help you develop clear and reasonable financial goals for your future while assisting in the sale process by delivering a business valuation, understanding your desired outcomes for employees and developing a sound strategy to help minimize your tax liability. Click here to learn about our exit planning and succession planning expertise.

Should you run into a disagreement with a co-owner, service provider or other key stakeholder of your business, you can rely on CBM. Our team includes forensic accountants, trained dispute resolution professionals who focus on financial outcomes, certified fraud examiners, litigation support specialists and trained expert witness professionals who support your position in a mediation engagement or trial.