Transaction Services Advisory

Company Valuation

At Baker Tilly, we offer expert company valuation services to accurately assess the worth of your business in the context of an acquisition or sale. Our valuation process utilizes established methods such as patrimonial valuation, comparable company analysis, EBITDA multiples, and Discounted Cash Flows (DCF) to determine the acquisition price and goodwill value. This comprehensive approach ensures that both buyers and sellers have a clear, data-driven understanding of the company's true market value, forming the foundation for informed negotiations and strategic decisions.

Quality of Earnings Audit and Normalization

Understanding the true financial performance of a company is crucial during any transaction. Our Quality of Earnings (QoE) audit delves deeply into the company’s financial statements, identifying and normalizing any one-time, non-recurring, or irregular items that could distort the financial picture. This rigorous analysis provides a clear view of sustainable earnings, helping both buyers and sellers make more informed decisions and paving the way for smoother, more transparent negotiations.

Support During Negotiations

Negotiating the terms of a transaction is often complex and requires careful consideration of numerous factors. Baker Tilly provides expert support during negotiations, leveraging our deep understanding of financial, tax, and legal aspects to advocate for your interests. We guide you through every step of the negotiation process, from initial discussions to final agreements, ensuring that your objectives are met and that the transaction aligns with your strategic goals.

Vendor Due Diligence

For sellers, preparing for a sale involves more than just setting a price; it requires a thorough understanding of the company’s value and potential risks. Our Vendor Due Diligence services provide a comprehensive evaluation of your company from the perspective of a potential buyer. This includes a detailed analysis of financial, tax, legal, and operational aspects to identify any issues that could impact the sale. By addressing these factors proactively, we help you enhance the value of your company, streamline the sale process, and build confidence with prospective buyers.

Financing Strategy and Implementation

At Baker Tilly, we help you secure the right financing for your transaction by guiding you through the process of raising debt and equity. Our team works closely with you to develop a tailored financing strategy, ensuring that you have the necessary funds to complete the deal. We assist in identifying the most suitable financing options, whether through loans, equity investments, or a combination of both, and support you in negotiating favorable terms with lenders and investors. From preparing essential documentation to finalizing the financing arrangements, we ensure that the financial aspect of your transaction is executed smoothly and effectively.