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Merger and Acquisition

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Forrestall CPAs can provide professional know-how to help you successfully structure and negotiate the deal.   

Forrestall CPAs employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.  We have represented our clients who sold their business ranging from $250,000 to $64,000,000 in Gwinnett County since 1978. 

Whether you are working on succession planning, a leveraged buyout, Employee Stock Ownership Programs (ESOP), a walk away sale or installment sale, the best net cash after tax result is what work to achieve. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

As court certified Business Valuation experts and AICPA ABV credential holders (Accredited in Business Valuations) we will help you determine the fair and fair market value of the business you are buying or selling.

We can structre the sale of your business to minimize taxation or even have the extire proceeds tax FREE (IRC 1202). 

Buying out your partners, make sure you consider changing to an LLC entity with the Secretary of State and electing to be taxed as a partnership by filing form 8832.  The difference in the purchase price of your partners shares and their portion of retained earnings or capital is goodwill.  Follow our guidance and you will be able to write off the goodwill.  

Non-disclousre are difficult to enforce.  Before you turn over all of your records to a suitor ensure that the have bank approval or funding, create your limited term sheet before you let them see you customer list, your margins, your profit - or you could find this suitor just back your competitor in your backyard and knows all of your secrets.

See our loan assistance page under the services tab for more information on how we will help you finance the transaction.