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Venture Capital – Private Equity
At Freed Maxick, our dedicated teams of professionals provide a full range of services focused on the needs of the private equity firms and their portfolio companies. Because making deals is one of your key activities, you need a firm that fully understands the risks, intricacies and urgency of due diligence. We understand you want to choose a firm with a company track record of proven transaction experience and timely service. At Freed Maxick, we bring everything you need in transaction support services, plus the services your portfolio companies need to succeed after the closing.
Freed Maxick brings the speed-to-market capabilities and transaction know-how. And as part of our full-service approach, we provide a wide range of additional services including tax and business consulting — all delivered by a dedicated team committed to your success. To further meet your needs, Freed Maxick can provide audit services for your portfolio companies. If you’re on the verge of making an acquisition, it’s likely you’ve done enough homework to consider the purchase a worthy investment. Still, it’s important to analyze and validate the financial, operational and strategic assumptions you’re making about the transaction through an objective due diligence process.
Proper due diligence is an important part of assessing whether to proceed with an acquisition and, if the transaction goes forward, how best to negotiate and structure it. A well-conducted due diligence process encompassing financial, information systems and tax analysis should reveal both the risks and opportunities of a potential transaction.
How we can help
Whether you’re a private equity group in need of transaction support services or a corporate buyer looking for due diligence assistance, Freed Maxick has seasoned professionals to help you. From start to finish, our senior professionals devote the time and attention to providing high quality work and, more important, a successful outcome. Our responsiveness and depth of experience means we can provide resources on the ground whenever they are required.
As part of the due diligence process, we work closely with your advisors and collaborate with operations and information technology consultants. We also assess the buyer’s objectives and the target’s tax status, and can devise creative tax-structuring approaches to enhance value to the buyer.
Full range of services
We offer a full range of services when you and your portfolio companies are ready, including:
- Transaction Support Services
Due diligence means nothing if the information is incomplete or late. We can put a dedicated team on the ground as fast as you need one, with professionals who offer a wide range of integrated services. You also have the hands-on leadership and involvement of directors who oversee every aspect of your relationship.Because issues arise during due diligence that can derail a transaction, we work quickly to identify and resolve them early in the process. Are the company’s earnings levels real and sustainable? What is a reasonable working capital threshold? We look closely at a variety of areas that can affect the outcome of your transaction, such as tax structures, people issues, outstanding litigation, multiple businesses and debt. It’s not only what you see, but also what you don’t see that can make all the difference.Investment funds need to focus on activities related to generating income and long term growth return, evaluating prospective portfolio companies and monitoring your existing investments. Our experience with SBIC funds can be applied to service you in a variety of areas:
- Investment valuation procedures and required documentation
- Calculation and recording of management fees
- Distribution computations
- Tax advice and preparation of applicable State and Federal tax returns
- Preparation of quarterly reports to Limited Partners
- Due Diligence Services
Our extensive professional resources enable us to create a comprehensive view of middle market transactions. We typically service the buy side of transactions, where we:- Asses the financial condition of the company being acquired
- Analyze the quality of assets bought and liabilities assumed
- Identify internal control weaknesses including observations on systems and personnel
- Identify transitional issues
- Prepare historical trends and finance projection analysis
- Recommend the optimal deal structure from a tax perspective
- Recommend financing alternatives and sources
- Tax Services
Reducing tax liability floats to the top of the list for every business owner. Our tax advisors constantly search for strategies that are best for a business — ones that consider your total business picture, not just your next return. - Audit
More than a report card, our audit process serves as a vehicle for continuous improvement in building a business. - Business Consulting
We offer cost-effective business consulting services for you and your portfolio companies in the areas of financial management, risk management, strategy consulting, human resources, information technology and operations consulting. - Purchase Accounting
Many of our clients have growth through acquisition, and as a result, we have assisted numerous clients in acquisition related services, including purchase accounting and allocation and related matters. The complexity of those services has varied with the structure and size of the transactions.
CONTACT US to learn more about our Industry experience.
ABOUT US: Freed Maxick CPAs is Western and Upstate New York’s (NY) largest public accounting firm and a Top 100 firm in the U.S. Freed Maxick provides audit, tax and consulting services to closely-held businesses, public (SEC) companies, not-for-profits and governmental entities in Buffalo, Rochester, Syracuse, Albany and NYC, New York.
