Transaction Advisory Services

YOUR PARTNER, EVERY STEP OF THE WAY

When it comes to business transactions, we focus on process: the process of finding the best company to acquire that will enhance your current success, or finding the right purchaser for your company that will take your values into consideration. Whether you are looking to sell your business or acquire another business, the process to complete a transaction can be complex and overwhelming. There are many phases to a business transaction and you may not know where to start. That’s where we come in. Our transaction advisory services team can help you navigate the process, get you prepared, identify and mitigate any hidden obstacles along the way and ultimately guide you through the completion of a successful transaction.

At Mercadien, we work with private companies across a wide spectrum of industries. Each client has their own reason for pursuing a business transaction. Whether it’s time to pass the torch of your business on to someone else, a business divorce is brewing and you need an urgent exit strategy, or your company is growing and you want to acquire another business to expand your offerings, our goal is to identify opportunities to improve your earnings while minimizing any tax liabilities. We do this by taking the time to understand your goals and provide hands-on support. When you engage Mercadien to provide transaction advisory services, you’ll benefit from regular communication from our partners and senior management, who all take a vested interest in every interaction and engagement.

OUR
APPROACH

mercadien_process_transaction_advisory

Whether you’re buying a business or selling your business, you need a strategic advisor you can trust and rely on. Our transaction advisory approach is straightforward: we start with getting to know you and your business, explore what your desired outcomes are, refine opportunities and develop a plan of action, identify all the tasks that need to be done to completion, tackle all the housekeeping items, and then finally, move forward with a transaction or an internal succession plan. It’s a lengthy, customized process that can take anywhere from a year to 18 months, but we’ll be there to guide you and serve as your trusted advisor every step of the way.

At Mercadien, we value collaboration. Throughout the transaction process, we will work with your other advisors to help ensure your goals and objectives are met by the end of the transaction. Not sure what other advisors you need or where to start? We can help with that too! We have many professional relationships with investment bankers, business brokers, attorneys and more and can connect you with several options to help you find the right fit.

OUR TRANSACTION ADVISORY SERVICES INCLUDE:

  • Working capital assessments
  • Merger integration planning
  • Tax due diligence in the areas of federal, state and local income and sales and use taxes
  • Development of management’s business plans and forecasts
  • Financial and operational due diligence
  • Assessment of financial and accounting systems
  • Collaborate with other professional advisors as part of the transaction

OUR LEADERSHIP TEAM

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