M&A engagements are different from ongoing tax or accounting work — they have a defined start, a defined end, and high stakes throughout. We run the financial side end-to-end.
Buy-side or sell-side QoE. EBITDA adjustments, working-capital normalization, customer concentration analysis, revenue and gross-margin testing.
Financial DD on a target (buy-side) or organization of the data room (sell-side). Schedules, supporting documentation, contract inventories.
Asset vs. stock sale modeling, allocation of purchase price, basis step-up analysis, F-reorganization or other structuring as needed.
Federal and state tax projection of the transaction, installment-sale modeling, QSBS verification where applicable, escrow tax considerations.
Opening balance sheet, purchase accounting entries, integration of the target into your accounting systems, transition of staff and processes.
Active coordination with your M&A attorney, investment banker, lender, and the other side's team throughout the process.
M&A engagements work best when the deal is real — LOI signed, term sheet circulating, or active negotiation underway — and the financial side needs CPA-led attention.
Business owners with a buyer in conversation needing sell-side QoE, deal-structure analysis, and tax modeling.
Strategic or financial buyers evaluating an acquisition who need independent financial DD and integration planning.
Family offices and PE investors evaluating closely-held targets where the financials need scrutiny beyond what the seller's firm prepared.
A complimentary 30-minute consultation. We review your situation and tell you honestly whether Milestone is the right firm.
