BFS provides M&A advisory services you can bank on to sell or buy a business.
Small and Middle-Market companies typically look for professional guidance on strategic acquisitions to grow their business and eventually sell their business as part of a succession plan or retirement. Burke Financial Services has advised on hundreds of M&A deals from $100,000 to $100 million. Our M&A Advisory Services strive to provide you with
As Certified M&A Advisors and Certified Public Accountants, we have the credentials to best represent your interests. We have extensive experience in multiple industries such as Service, Health Care, Energy, Entertainment, Retail, and Professional Services. Our M&A Advisory Services Include:
Development of a comprehensive transition plan to successors and retirement planning.
Preparing your business for sale to maximize proceeds so no money is left on the table.
Valuation and Market Analysis
We prepare valuation estimates based on the buyer’s perspective using future cash flow modeling and market comparison multiples to get a true picture of what your business is worth.
A comprehensive and well-organized pitch book is critical to successful deal sourcing and reaping the highest returns. We provide years of experience on successful pitchbook and write up presentations.
Due Diligence Process Management
The due diligence process is the heart of any deal. It can be a grueling time-consuming process. The “devil is in the details” and without proper management you could lose significant dollars on a deal. BFS has managed both sell side and buy side due diligence processes successfully.
Deal Structure and Negotiation
The key to structuring a successful transaction is knowing what is possible and solving issues. We take a very professional, logical and rational approach to assure we reach an agreement without drama. In our experience, this has enabled us to be successful in developing custom solutions that are beneficial to our clients.
Tax Strategies and Analysis
M&A tax strategies required specialized and sophisticated tax advice from and experienced M&A Advisor and CPA. BFS has decades of tax transaction experience with every business type and industry.
Post Deal Integration Management
A majority of acquisitions fail at the integration stage. Post-merger integration (PMI) is as important as considering the purchase pricing and financial risks. BFS can guide you through all aspects of PMI from financial reporting, internal controls, human capital and culture integration to communication strategies.
We offer a broad range of services for business owners, executives,
and independent professionals. We are affordable, experienced, and friendly.
Please call us today at (630)707-3059. We'll be happy to offer you a free initial consultation. Thanks for visiting!