Mergers, Acquisitions & Transactions
Shalik, Morris & Company, LLP plays a significant role assisting our clients in identifying, evaluating, structuring and executing buying and selling business opportunities. We work with our clients to develop plans for the long-term success of their businesses and assist in developing a clear strategy for growth or divestitures. Our goal is to enable our clients to more fully understand each transaction, achieve optimal after-tax results and minimize downside risks.
Our extensive range of Mergers, Acquisitions & Transactions services include:
- Audits, Reviews & Compilations of Financial Statements
- Transaction & Tax Structuring
- Identifying Potential Business Opportunities
- Contacting Potential Buyers & Sellers on Behalf of Our Clients to Preserve Anonymity
- Performance of Due Diligence Examinations
- Development & Evaluation of Complex Cash-Flow & Tax-Sensitive Projections
- Developing & Negotiating Term Sheets between Parties
- Assistance with the Procurement of Primary, Secondary & Equity Financing
- Capital Structure Formation
- Contract & Document Review
- Developing, Implementing & Transitioning a Common Accounting & Operating Systems Platform for Merged Entities
- Development & Review of Internal Controls & Operating Procedures
- Transaction Execution
- Business Transition & Integration
- Succession Planning
