Deal Advisory

Transaction Advisory

Whether buying or selling, get valuable insight before transacting & committing your capital, energy, & reputation.

FORVIS provides solutions for transactions and due diligence.

FORVIS’ dedicated transaction advisory pros have completed due diligence engagements on billions of dollars in transactions across a wide range of industries. That means we can help identify the opportunities and challenges you could encounter in your transaction and provide meaningful insights. Whether you’re a private equity group or a corporation, our due diligence can help you better execute the deal.

Regardless of size or location, we can help you understand a company’s strengths, weaknesses, potential risk areas, and improvement opportunities to assist in your transaction decision. If your transaction crosses national boundaries, FORVIS has a global reach as part of Praxity. Domestically, our expertise shines when it comes to completing transactions in the middle markets.

Middle-market companies across numerous industries face complicated market transactions. Transactions of all sizes present unique opportunities and obstacles. Whether you’re a corporate strategic entity, private equity group, family office, mezzanine lender, or other financial investor, your unique needs have similar goals including lowering risk, enhancing transaction proficiency, and bolstering transaction value.

Buy-Side Due Diligence

When evaluating an acquisition, you need a team of professionals that understands the complexities of your pending transaction, and the experience that allows a consultative rather than a cookie-cutter approach. FORVIS’ buy-side due diligence is flexible and tailored to your specific needs. We will work with you to help determine the appropriate scope of work tailored to your thesis of the company’s value drivers. Typical areas of focus include:

  • Understanding company background & value drivers 
  • Assessing the quality of earnings & cash flow
  • Analyzing company historical performance
  • Analyzing financial projections 
  • Understanding net working capital 
  • Analyzing balance sheet movements & quality

Sell-Side Due Diligence

If you’re selling a business, or even a piece of it, you also need to anticipate the risks and issues that will arise from the buyer’s perspective. Being prepared is the key to capturing the full strategic value of a sale. Our transaction services team can assist you in all phases of a divestiture. We offer insight to help prevent surprises from occurring later in the sales process and present information that’s clear, credible, and accurate.

Our sell-side due diligence services are:

  • Flexible & tailored to your needs
  • Focused on areas commonly addressed in buy-side diligence
  • Complementary to your investment banker & auditors

Other Tax Diligence & Transaction Structuring

When contemplating a transaction, tax considerations should be paramount. FORVIS’ transaction tax team has experience helping buyers and sellers navigate the potential tax compliance exposures and design a favorable transaction structure.

Typical areas of focus include:

  • Performing federal, state, & local, sales & use, & international tax due diligence to assess where successor tax liability risks could apply
  • Reading & analyzing transaction structures & making recommendations on favorable post-closing organizational tax structures
  • Modeling corporate, limited liability company, & partnership deal consequences

Investment Banking Advisors

The professionals of our investment banking arm have approximately 150 years of combined experience helping company owners plan for and execute their growth and exit strategies. From managing the sale of a company or negotiating the acquisition of a competitor to raising debt and equity capital to help improve financial and operational flexibility, our M&A investment banking services can help you develop a specific course of action for achieving your desired results.

Restructuring & Special Situations

We work with you to help develop practical solutions and prepare and implement a plan that coordinates the strategic, operating, and financial elements of recovery, reorganization, and restructuring.

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Post-Transaction Services

A transaction does not end with the signing of the sale and purchase agreement. FORVIS transaction advisory professionals provide an array of offerings to help our clients navigate the complex issues that arise following the transaction closing. FORVIS strives to continue the relationship by providing audit, tax, valuation, performance improvement, and integration services after the deal closes.

FORVIS employs a top-down approach to business performance improvement that leverages a wide range of experience. Our approach includes an evaluation of key drivers of value: financial management, revenue growth, business enablement and value delivery.

IT Due Diligence

When considering an acquisition, it's crucial to have a team of practitioners who grasp the intricacies of your impending deal. Our professionals possess the knowledge and skills to provide a personalized, consultative approach rather than a one-size-fits-all solution. FORVIS has experience in IT due diligence that is adaptable and customized to meet your unique requirements. Based on your hypothesis of the company's value drivers, we collaborate with you to determine the most suitable scope of work.

Typical areas of focus include:

  • Understanding IT Governance
  • Assessing the IT Infrastructure & Operations
  • Analyzing Application Software, Proprietary Systems, & Licensing
  • Analyzing IT Capital Investments
  • Assessing IT Security Risks
  • Assessing Regulatory & Data Privacy Requirements

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