Every transaction has tax implications.
Careful tax planning throughout the lifecycle of a deal is essential and our advisors are here to help every step of the way.
On the buy-side, entity structure planning identifies the optimal tax structure for a business by analyzing both short-term and long-term economic needs. On the sell-side, our experts offer tax mitigation strategies and pre-transaction due diligence – identifying potential risks so our clients can make informed decisions.
A Quality of Earnings (QofE) report is a vital part of due diligence in a merger or acquisition – providing a third-party analysis of the seller’s financials.
The QofE provides analysis into the quality of earnings—that is, how sustainable are revenues and earnings and how realistic are the seller’s projections. The QofE report also looks at the quality of assets, various accounting policies, the quality of the supply chain, and internal financial controls.
At Louis Plung & Company, our experts are skilled at performing QofE reports for any size business and across industries for both buy-side and sell-side.
Planning for a business exit should ideally begin when the business is formed. Growing your business into a profitable entity that would be attractive to potential buyers is part of a successful business exit strategy.
Sometimes, exiting a business may not be optional – with life circumstances forcing an exit. No matter what stage of an exit you’re in, our advisors can help you prepare with a range of consulting services like business valuations, financial and tax projections, analysis of customers and revenue, working capital analysis, and business budgeting.
Our value really shines through in the transition process. Our advisors leverage a combined 150 years of experience to guide a successful transfer to the new business owners – whether the sale is to a third party, family members, key employees, or a private equity group.
Every deal is different.
Our advisors work with you through every stage of the buying process from deal sourcing to post-closing to give you confidence in your decisions.
With a combined 150 years of experience, our deal team offers tax and financial due diligence, Quality of Earnings (QofE) reports, valuation of contingent consideration, integration assistance, post-closing adjustments, and back-office support.
Selling a business can be a life-changing event.
Our advisors understand this and work with you to make sure your goals are met while maximizing value and minimizing disruption – whether you’re an entrepreneur, family businesses, or private equity backed company.
Turn to us for accounting support, tax projections, working capital analysis, deal negotiations, general due diligence, and response to buyer inquiries.
Every transaction has tax implications.
Careful tax planning throughout the lifecycle of a deal is essential and our advisors are here to help every step of the way.
On the buy-side, entity structure planning identifies the optimal tax structure for a business by analyzing both short-term and long-term economic needs. On the sell-side, our experts offer tax mitigation strategies and pre-transaction due diligence – identifying potential risks so our clients can make informed decisions.
A Quality of Earnings (QofE) report is a vital part of due diligence in a merger or acquisition – providing a third-party analysis of the seller’s financials.
The QofE provides analysis into the quality of earnings—that is, how sustainable are revenues and earnings and how realistic are the seller’s projections. The QofE report also looks at the quality of assets, various accounting policies, the quality of the supply chain, and internal financial controls.
At Louis Plung & Company, our experts are skilled at performing QofE reports for any size business and across industries for both buy-side and sell-side.
Planning for a business exit should ideally begin when the business is formed. Growing your business into a profitable entity that would be attractive to potential buyers is part of a successful business exit strategy.
Sometimes, exiting a business may not be optional – with life circumstances forcing an exit. No matter what stage of an exit you’re in, our advisors can help you prepare with a range of consulting services like business valuations, financial and tax projections, analysis of customers and revenue, working capital analysis, and business budgeting.
Our value really shines through in the transition process. Our advisors leverage a combined 150 years of experience to guide a successful transfer to the new business owners – whether the sale is to a third party, family members, key employees, or a private equity group.
Every deal is different.
Our advisors work with you through every stage of the buying process from deal sourcing to post-closing to give you confidence in your decisions.
With a combined 150 years of experience, our deal team offers tax and financial due diligence, Quality of Earnings (QofE) reports, valuation of contingent consideration, integration assistance, post-closing adjustments, and back-office support.
Selling a business can be a life-changing event.
Our advisors understand this and work with you to make sure your goals are met while maximizing value and minimizing disruption – whether you’re an entrepreneur, family businesses, or private equity backed company.
Turn to us for accounting support, tax projections, working capital analysis, deal negotiations, general due diligence, and response to buyer inquiries.
Louis Plung,
CPA
Tony Montanaro, CPA/ABV, CFE
Marc Levine,
CPA, JD
“I cannot imagine working with anyone else. We have never had an issue working with Louis Plung & Company. We have heard of horror stories from colleagues and only find the professionals at Louis Plung & Company to be very reputable.”
JEANETTE ENGEL, PRESIDENT, MATTRESS WORLD
