Mergers & Acquisitions

OUR SERVICE

P&N's

Mergers and Acquisitions

At Presti & Naegele, we empower individuals and businesses through expert advisory services. With personalized guidance, we build enduring partnerships and contribute to sustained success.

Presti & Naegele provides expertise tax compliance, financial analysis, risk management, and strategic guidance, ensuring our clients M&A transactions are beneficial and well-executed.

We work to ensure that our clients maximize shareholder value. That means identifying both the value and risk in any potential merger or acquisition, and doing the necessary due diligence to ensure that the interests of our clients are always protected.

Valuation and Pricing:

• Buyers: We assist in determining a fair purchase price for the target business. This involves evaluating assets, liabilities, goodwill, and market comparable.
• Sellers: We help them understand the value of their business. This includes assessing tangible and intangible assets, historical performance, and growth potential.

Tax Planning and Optimization:

• Buyers: We advise on tax implications related to the acquisition. This includes structuring the deal to minimize tax liabilities.
• Sellers: We strategize to minimize capital gains tax and other tax consequences during the sale.

Deal Structure and Negotiation:

• Buyers: We assist in structuring the deal (e.g., asset purchase vs. stock purchase) and negotiate terms.
• Sellers: We guide them through negotiations, ensuring favorable terms while protecting their interests.

Financial Modeling and Projections:

• Buyers: We create financial models to assess the impact of the acquisition on their financials.
• Sellers: We provide projections to potential buyers, demonstrating the business’s growth potential.
  

Risk Assessment and Mitigation

• Buyers: We identify risks associated with the target company (e.g., legal, operational, financial) and propose risk mitigation strategies.
• Sellers: We help them address any red flags that could deter buyers.

Transition Planning

• Buyers: We assist in integrating the acquired business into their existing operations.
• Sellers: We guide them through the transition process, ensuring a smooth handover.

Compliance and Regulatory Matters:

• Both Buyers and Sellers: We ensure compliance with legal and regulatory requirements throughout the M&A process.