ADVISORY

Mergers and Acquisitions

A business acquisition or sale is one of the most consequential transactions a business owner will undertake. The structure of the deal, the allocation of purchase price, the treatment of liabilities, and the tax efficiency of the transaction all have lasting consequences. Decisions made under time pressure, without thorough financial and tax analysis, rarely produce the best outcome.

A.Y.Bassam & Co. LLP provides M&A advisory services that combine transaction analysis, financial due diligence, business valuation, and tax planning. We work with buyers and sellers to evaluate opportunities, understand the economics of a proposed transaction, structure deals with tax efficiency in mind, and coordinate the professionals required for execution.

What This Typically Includes

Strategic evaluation of acquisition, merger, or sale opportunities
Business valuation to support negotiation, financing, and deal structure
Financial, operational, and tax due diligence
Transaction structuring to optimize tax efficiency and regulatory compliance
Buy-sell agreement, partnership agreement, and contract review in coordination with legal counsel
Cash flow modeling and financial projections for projected outcomes
Post-transaction integration planning, including accounting systems and procedures
Coordination with legal counsel, lenders, and other advisors