Buy-Side Advisory

Buy-Side Advisory

Whether you are looking to grow your business through geographic or product line expansion, vertical integration or simply to increase your market share, Clark Schaefer Hackett’s Transaction Advisory Service team is here to help.

As buy-side advisors, we understand the diligence process and its importance to a buyer’s evaluation of an acquisition target. By thoroughly analyzing a target organization’s financial position, we can take you through the various risks of a potential acquisition.

Analyzing the historical quality of earnings and cash flow potential of a business and uncovering potential tax liability risks are extremely important in controlling the acquisition process. Additionally, it is important to understand the human capital assets and programs of the target and how to integrate the employees and the operations of the target business with your current company.  Another area of focus includes the quality, security and scalability of the information technology environment of the target.

We Report on Several Factors That Could Affect Transaction Value, Including

  • Analysis of quality of earnings representing the true cash flow potential of a business 

  • Measurement of quality of assets and understanding of liabilities 

  • Analysis of potential direct and indirect tax liability exposure 

The results of our work may result in an adjustment to the purchase price, a restructuring of the transaction, or input to escrow or indemnification matters in the purchase agreement.

Our buy-side services include pre and post deal-close support.

Before the Deal Is Closed 

  • Financial Due Diligence / Quality of Earnings 

  • Carve-Out Analysis, as needed 

  • Tax Due Diligence including Federal, State & Local and non-income-based taxes 

  • Tax Structuring 

  • Information Technology Diligence 

  • Human Capital Diligence 

  • Operational Diligence 

After the Deal Is Closed 

  • Transaction Integration Assistance 

  • Transaction Accounting and purchase price allocation assistance 

  • Strategic Talent Management Services 

  • On-going traditional assurance and tax services 

Related Services

Transaction Advisory Services

Maximizing Your End of the Deal

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The decision to buy or sell a business is one of the most critical financial decisions you will make.

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Optimizing your business is our business.

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From consulting transaction services to strategic HR and executive search assistance, our team is your long-term partner in success.