Business Purchase & Sale

Test the Financial Information Before Closing

Buying or selling a business requires careful review of reported revenue, expenses, owner adjustments, debt, working capital, inventory and equipment.

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Florida CPA AC36038NMLS 1903930QuickBooks Gold ProAdvisorEnglish & KoreanTampa Bay

Transaction Support

The scope may be limited to a specific issue or expanded into a broader financial due-diligence engagement.

Review Areas

Review of tax returns, financial statements and bank deposits
POS-to-tax-return reconciliation
Normalization of owner expenses and seller’s discretionary earnings
Working-capital, inventory and equipment schedule review
Financial due diligence and acquisition projections
SBA financing package preparation
Post-acquisition QuickBooks conversion

Not a Legal or Formal Valuation Engagement

Legal documents and transaction agreements should be reviewed by qualified legal counsel. Formal valuation opinions are provided only under an appropriate separate engagement or coordinated with a valuation professional.

Discuss a Proposed Transaction

Begin before signing a binding purchase agreement whenever possible.

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