EXPERTISE
UHY Advisors is an acknowledged practice leader in providing services to the investment community. We have distinguished ourself as one of the nation’s most respected professional services firms providing a full range of tax and business consulting services for privately owned and publicly held companies within the middle market. We also provide investment professionals with considerable expertise that helps in making strategic decisions with investments.
INDUSTRY LEADERSHIP
Our professional staff consists of experienced professionals who fully understand the complexities of merger and acquisition transactions. Our practitioners work with private equity groups and venture capital firms throughout the U.S. and are involved in a wide range of transactions, from management buy-outs of public companies to purchases of privately held middle market businesses.
WHY UHY ADVISORS
Private equity investments require active monitoring of strategic, financial and operating objectives, performance to those objectives and participation in major business decisions. UHY Advisors shares the same philosophy and is the ideal resource to help private equity firms make the most of its investments.
We have the industry knowledge and global capability for the following:
- M&A Due Diligence
- Tax Structuring
- Business Valuation
- Exit Planning & Execution
- Post-Closing Integration
- Audits of Private Equity Investments*
* Provided exclusively through UHY LLP, a licensed CPA firm.
MENU OF SERVICES
Business Acquisition Due Diligence
- Identify Risks & Rewards
- Business Viability
- Financial Due Diligence (including Enterprise Value Analysis)
- Human Resources
- Information Technology Systems
- Market Analysis
- Competitive Analysis
- Working Capital Analysis
- Evaluation of Significant Tax Attributes & Potential Exposure Items
- Analysis of Financial Statement Information & Process
- Quality of Assets & Adequacy of Reserves & Accruals
- Commitments & Contingency Analysis
Consideration of Financial Alternatives & Introduction to Sources of Capital
- Equity (including Start-Up/Seed & Angel Financing)
- Mezzanine (Subordinate Debt/Preferred Stock)
- Senior Debt
- Corporate Partners
Post Acquisition/Merger Integration Advisory Services
Business & Financing Plans
- Business Assessment & Documentation
- Financial Modeling
- Drafting of Business Plans
Transaction Planning & Structuring
- Asset Acquisition/Sale Considerations
- Stock Acquisition/Sale Considerations
- Purchase Price Allocation
- ASC 740 Deferred Tax Analysis
- Effective Income Tax Planning
- Business Valuations
If you are interested in learning more, please contact our Transaction Services Team in our Houston, Dallas or Michigan offices.