Transaction Services

A Cross-functional Team for Your M&A Transactions

Have your eyes on acquiring a rival business? Or considering taking yours to market? Clark Nuber’s tax and audit professionals are ready to assist you in every step of the process, from the initial planning all the way through to signing. Our tailored approach means you’ll have a comprehensive team on your side from the start, offering you professional advice as you move to finalize the transaction. We are available to advise on the following services:

Mergers and Acquisitions

Growing your business through a merger or acquisition is as exciting as it is complex. Our team provides you with insights at each of the transaction’s many steps, offering our decades of experience to help you move confidently through the process and avoid common pitfalls. Our connections to attorneys, bankers, and other key players mean you can have your transaction team put together from the beginning, a key ingredient in a successful merger or acquisition.

Quality of Earnings Report

Whether buying or selling, a QoE report can tell the financial story of the business involved, offering a “big picture” view of its operating trends and fiscal health. As a buyer, our data book allows you to make informed decisions about the transaction you’re considering. As a seller, these reports can help you put your best foot forward in bringing your business to market.

Due Diligence

As part of the due diligence process, our team will help you understand the risk you’re taking on when acquiring a new business. We provide a comprehensive review service, including a close look at the tax liabilities of the transaction, the financial health of the target business, its operational capabilities, and the strength of their IT infrastructure.

Tax Structuring

Tax planning is one of the most crucial aspects of a successful merger and acquisition. Our professionals provide a strategic analysis of your financial situation by examining the tax liabilities you may face, their impacts on the business’ cash flow, and the ideal time to make a transaction. We develop alternative approaches in pursuit of the most agreeable plan for all parties involved.