M&A Advisory
Unlock the Full Potential of Your Business with Expert M&A Strategies
At JS CPA Strategic Solutions, we specialize in helping business owners navigate high-stakes mergers, acquisitions, and exit strategies with confidence. Whether you’re scaling through acquisition, planning a strategic sale, or securing funding for expansion, our expert CPA consulting ensures that you maximize financial value and minimize risk.
Comprehensive M&A Services
✔ Strategic Acquisition Planning – Identify the right acquisition targets to enhance your market position.
✔ Pre-Acquisition & Exit Tax Planning – Optimize tax structures before a sale or purchase.
✔ Business Valuation Excellence – Ensure fair market value using industry data and financial analysis.
✔ Robust Financing Solutions – Access $1M–$250M in funding for growth and acquisitions.
✔ Tailored Deal Structuring – Develop financing strategies that benefit all stakeholders.
✔ Comprehensive Due Diligence – Identify and mitigate financial risks.
✔ Effective Negotiation Strategies – Align stakeholder interests for a smooth transition.
✔ Seamless Closing & Integration Support – Work with EOS implementers and M&A integrators.
Case Study: Walking Away from a Risky Merger
Protecting a Business from Unfavorable Terms and Major Tax Liabilities
A Canadian business with successful U.S. operations was approached for a merger by a foreign entity. While the financial projections promised growth from $20M USD to $70M USD in five years, our due diligence uncovered several red flags:
Key Challenges
🚩 Ownership Dilution & Control Risks – The valuation heavily favored the foreign company, reducing our client’s equity stake.
🚩 Tax Implications – The structure imposed excessive capital gains taxes.
🚩 Liquidity Issues – No upfront cash component left the client financially exposed.
🚩 Risk Allocation – The majority of financial and operational risk fell on our client.
Our Approach & Results
✅ Conducted in-depth due diligence & financial analysis.
✅ Restructured the deal for better tax efficiency.
✅ Negotiated alternative ownership structures.
✅ Ensured fair valuation and financial protections.
🚀 Final Outcome: Our client walked away from a risky deal, protecting millions in assets and securing better opportunities.
Schedule a Consultation
Trust JS CPA Strategic Solutions to guide your business with clarity, strategy, and unwavering financial expertise.