Buy-Sell Agreements: Why Every Co-Owned Business Needs One
A buy-sell agreement protects co-owned businesses by setting rules for ownership transfers. Learn how valuation clauses, funding, and tax rules work.
Transaction Advisory
Financial Due Diligence: What It Examines Before a Deal
Financial due diligence examines earnings quality, working capital, net debt, and tax exposure before a deal closes. Here is what buyers need to know.
Sell-Side Readiness: Preparing Your Company to Sell
Sell side readiness means preparing your financials, operations, and tax structure before going to market. Here is how to do it right.
Earnouts in M&A: How They Work and How They Are Valued
Learn how earnouts work in M&A deals, how contingent consideration is valued and accounted for under ASC 805, and key tax rules for buyers and sellers.
Goodwill Accounting After an Acquisition: What CFOs Need to Know
A plain-English guide to goodwill accounting after an acquisition: purchase price allocation, impairment testing, private company election, and tax treatment.
Purchase Price Allocation (ASC 805) After an Acquisition
Learn what purchase price allocation is under ASC 805, how the acquisition method works, and why it matters for your financial statements after a deal.
409A Valuation: What It Is and When Your Company Needs One
A 409A valuation sets the fair market value of your private company's common stock. Learn when one is required, how it works, and what happens if you skip it.
Business Valuation Methods: Income, Market, and Asset Approaches
Learn how business valuation works using the income, market, and asset approaches, and when each method applies for M&A, tax, or planning.
Private Equity Audit: Fund Requirements and Prep
Do private equity funds need audits? Learn the SEC, GAAP, and PCAOB requirements for a private equity audit and how to prepare your fund.
Net Working Capital Adjustment in M&A: How the Peg Works
How does a net working capital adjustment work in M&A? Learn how the working capital peg is set, what's included, and how the post-closing true-up moves the price.