Transaction Advisory

Navigating Business Changes with Your Unique Goals and Needs in Mind

Change in a business can come in many forms. Whether it is an acquisition (strategic, financial or first-time buyers), the sale of a business, the merger of operations or a recapitalization, business owners need to undertake these transactions in a manner appropriate to their company’s unique goals and circumstances. That’s where RKL’s experienced team of M&A advisors can help. Our firm offers a wide range of transaction advisory services and the expertise needed to help your business successfully transition to its next phase.

Customized Mergers & Acquisitions Consulting

RKL advisors recognize that no two businesses are the same, so we don’t expect every transaction to be. We start every engagement by developing an understanding of what the business and its ownership hope to get out of the transaction. Once our team has your goals, vision and values as a guiding force, we customize our approach from a menu of services to make sure you are getting exactly what you need, and nothing you don’t. We also take the time to ensure you and your company are well-prepared for the contemplated transaction.

Post-Transaction Integration

More than just mergers and acquisitions, RKL is equipped to help businesses navigate a wide range of transactions. From providing financial due diligence on an as-needed basis to sourcing, structuring and negotiating deals, the RKL team has the skill and services to support your business on a variety of levels. And their work doesn’t stop once the ink is dry. Your RKL team will be there to ensure a smooth transition through 100-day plans and operational integration.

RKL Transaction Advisory Services:

Pre-Transaction Planning

• Assessment of goals and objectives
• Business succession planning
• Business valuations
• Preparing and positioning companies for sale
• Identification and evaluation of acquisition targets
• Tax and wealth planning
• Strategic alternatives assessments
  • Shareholder buy-ins and redemptions
  • Business recapitalization
  • Sales to ESOPs
  • Management buy-outs

Due Diligence and Transaction Execution

• Buy-side and sell-side (pre-sale) due diligence
  • Financial
  • Tax
  • Operational
  • Human Resources
• Quality of earnings reports
• Analysis of working target capital
• Assistance in drafting definitive agreement
• First-time buyer services including entity selection, tax registration, accounting software selection and setup, procedure development and more
• Transaction structuring
  • Earnouts, seller notes, and other forms of deferred consideration
  • Asset and stock purchases and company mergers
  • 338(h)(10), 338(g) and 336(e) analysis
• Tax analysis of potential deals
• Assistance with securing deal financing

Post-Transaction Implementation and Integration

• Closing balance sheet preparation
• Working capital calculations and dispute resolution
• Operational integration support
• 100-day planning
• Purchase price allocations
• Performance improvement
• Investment Management

With your goals, vision and values as a guiding force, we customize our approach to successfully transition your business to its next phase.