TRANSACTION ADVISORY

When you need assistance with your upcoming merger, acquisition, or corporate transaction, who do you turn to? Having a trusted advisor who can guide you through each transaction phase can make the deal or break it. It would help if you had someone who can lead you through every step of the business cycle while providing experienced advice relevant to your decision-making.

Our team is well-versed in understanding the ins and outs of the issues and challenges involved in each transaction. As a buyer, financial and tax due diligence and quality of earnings studies are crucial to maximizing value and minimizing risk. As a seller, sell-side or defensive due diligence is key to identifying issues before they arise to help mitigate risk, maximize the sales price and work towards a successful sale.

DUE DILIGENCE

In most states, if you buy a significant percentage of a business's assets, you can be held liable for that business' tax debts. Many people think that if they buy some assets and not stock of a business, they have nothing to worry about. It's quite a common misconception, and unfortunately, we've had quite a few clients who have gotten a nasty surprise several months after closing the sale. Buyers are gone, money spent, or insolvent, and you're left holding the bag. There are some things that you can do, which are a little different state by state, to protect yourself in a case like this – we can help! Brinker Simpson brings together a group of experienced state and local tax professionals committed to understanding your business's unique tax needs.

If you have questions or need assistance, please contact our office at 610.544.5900.

OUR TEAM OF EXPERTS

Donna Stilwell

CPA, CFE

Partner

Marcy DeLorenzo-Rosci

CPA

Manager, Accounting and Advisory

Tom Saris

CPA

Manager, Accounting and Advisory

Jim Swiniuch

CPA

Manager, Accounting and Advisory

TopFooter_PartnerWithUs