Consulting
Consulting
Business Succession
Operations Review
Transaction Advisory
Moore & Associates’ transaction advisory services offers corporate and financial investors with deep accounting and technical expertise, commercial knowledge, industry insight and seamless analytical services throughout all phases of the deal.
From decision support at origination to deal closing and beyond, our transaction advisory services supports clients in navigating pre-transaction due diligence and post-transaction asset protection and value creation throughout the transaction lifecycle. We advise on all aspects of the investment cycle, employing an approach that focuses on value drivers and deal-breakers that are critical to investment decisions.
Combining market data with fundamental financial competencies, we support critical decision making with essential advice and information. We provide or clients with the information they need to make informed business decision for buy- and sell-side transaction engagements, refinancings and other transaction types.
Our transaction advisory services professionals provide financial and accounting, tax, operations, strategy and commercial due diligence to private equity, hedge fund and strategic investors.
Historical Financial and Structuring
- Quality of earnings/cash flow
- Accounting policies and principles
- Working capital trends
- Financial reporting personnel and systems
- Carve-out and stand-alone analysis
- Quantify historical tax exposures
- Structure acquisitions
- Tax planning and structuring
Projections
- Key assumptions and drivers
- Sensitivity analysis
- Historical trends and year-to-date results
- Quality of backlog
- Capex requirements
- Modeling support including future impairment implications
- Assessing value of tax attributes and/or buyer tax basis set-up
- Negotiation support
- Documentation support
- Tax due diligence support
- Purchase price adjustment mechanisms
- Representations and warranties
- Fairness opinion
- Transition planning
- Carve-out requirements
- Interim service agreements
Post-Closing Assistance
- Purchase price allocation
- Valuation and impairment assessment
- Transition support for acquired companies
- Strategic goals and alternatives
- Board of Directors and management advisory services
- Operations advisory and roadmap implementation
Sell-Side Assistance
- Historical financial results analysis
- Value proposition
- Projections development
- Valuation and pricing modelling
- Exit structuring
- Draft/review information memorandum
- Prepare management for meetings with bidders
- Deal negotiation and closing support
Key Differentiators
- Most financial and tax diligence focuses on historical operations and results. Our transaction advisory services practice analyzes the historical performance but also uses this information to determine if the projections are based on reality. We inform our clients of the future benefits and pitfalls that may be encountered in a transaction.
- Senior management attention throughout every phase of a transaction.
- Dedicated professionals with strong technical and industry expertise providing a flexible approach and seamless coordination with your team and other advisors.
- Access to the industry expertise of our M&A and valuation groups, which enables us to identify potential targets as well as key deal issues.
Business Valuations
CFO Outsourcing
When you take advantage of our outsourced CFO services, you get a dedicated, experienced financial professional who helps you make the tough business decisions you need to guide your business to future success.You’ll also have a better understanding of the financial side of your business based on hard numbers. No more guessing about whether you’ll qualify for that loan to buy more equipment or wondering why you’re always short of cash.
Estate Planning
If you’re ready to start planning for your loved ones’ financial future, you probably have plenty of questions. The good news is that we have answers. We’ve developed relationships with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate planning.
Retirement Planning
The key to successful retirement planning is developing a plan that while based on your current financial situation, also meets your projected financial goals down the road. We help you evaluate your current financial situation, create a budget that meets your retirement goals, review your Social Security account to determine the best time to begin taking your benefits, make sure you understand how other sources of retirement income affect the retirement planning process, and determine whether taking a lump-sum distribution or opting to take monthly payments is better for your particular financial situation.
The key to successful retirement planning is developing a plan that while based on your current financial situation, also meets your projected financial goals down the road.
That’s no easy task, however. Tax rules regarding retirement plans are complex. Each benefit plan has specific requirements as outlined by the IRS and it’s important to understand the tax implications of your retirement planning choices.
If you’ve already started saving for retirement, are you confident that you’re saving enough to live the comfortable lifestyle you deserve or that you have your money in the right retirement plan for you?
If you haven’t started saving for retirement, we’ll help you figure out a plan that works for you and your family.
When you use our retirement planning services, you benefit from our in-depth knowledge and years of retirement planning experience. Here’s what we do for you:
Evaluate your current financial situation, including assets and liabilities.
Create a budget that meets your retirement goals, including how much you need to contribute to your current retirement plan to meet those goals.
Review your Social Security account to determine the best time to begin taking your benefits.
Make sure that you understand how other sources of retirement income affect the retirement planning process.
Determine whether taking a lump-sum distribution or opting to take monthly payments is better for your particular financial situation.
