Mergers and Acquisitions

We guide you through the complex issues that arise when you purchase a new business or sell your existing business. Among the items that we deal with are the following:

  • Financial
    • Income Statements, balance sheets and cash flow
    • Tax Returns
    • Inventory
    • Asset List
    • Bank records and reconciliation
  • Legal
    • Organizational documents
    • State certificates of authority
    • Litigation
    • Insurance
    • Agreements
    • Intellectual property
    • Licenses/permits/regulatory approvals
  • Operations
    • Key vendors
    • Customer lists
    • Marketing
  • Employee
    • List of employees
    • Payroll info
    • Handbooks
    • Benefit plans
    • Employee contracts
  • IT
    • Website/social media/email
    • Software
    • Hardware
  • Environmental/Regulatory Issues