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Merger and Acquisition Assistance

U.S. companies are engaging in mergers and acquisitions with a frenzy that hasn’t been seen since the economic boom of the late 1990s. While the promise of growth and economic gain is real, analysts warn that without careful planning and analysis, many mergers and acquisitions can ultimately fail to live up to their initial promise and could even cause more harm than good. But while M&A activity is up to a level not seen since 1999 and 2000, history has shown that there is no shortage of M&A casualties.

The key to a successful merger or acquisition is drafting an M&A roadmap that will:

  • Help you target the right company to merge with or acquire.
  • Provide guidance on drafting an agreement once the right company has been identified.
  • Outline the specific steps necessary to coordinate a well-planned implementation of the merger or acquisition.

M&As defined

Although the terms “merger” and “acquisition” are often used together, there is a difference. A merger is typically defined as the combining of two or more companies, generally by offering the stockholders of one company securities in the acquiring company in exchange for the surrender of their stock. This decision is usually mutual between both firms. An acquisition is when one company purchases a majority interest in the acquired company. Acquisitions can either be friendly or unfriendly.

While either option will increase your company’s holdings, most experts agree it’s what comes before and after the contract has been signed that will determine your long-term failure or success. The following steps help outline how to best plan, execute and implement a successful merger or acquisition.

How Freed Maxick CPAs, P.C. Can Help

Few business activities are more complex or risky than making an acquisition. A thorough pre-acquisition review provides an opportunity to anticipate and negotiate critical business issues that many times emerge during the post-acquisition period.

Freed Maxick review every aspect of your business an acquisition may affect.

  • Product lines and markets
  • Operations, including plant facilities, production, purchasing, inventories and costing
  • Human resources
  • Management styles and practices
  • Research and development
  • Engineering
  • Legal Matters
  • Financial considerations
  • Operating results
  • Balance sheet review
  • Financing and capital structure
  • Forecasts

CONTACT US to learn more about our Consulting Services.

ABOUT US: Freed Maxick CPAs, P.C. 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.