CPA Services for Acquisition
Entrepreneurs

Get the financial guidance you need to acquire and run a small business.

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Entrepreneurship Through Acquisition is Hard.

We Make it Easier.

Buying and running a small to midsized business comes with a lot of stress and pressure.

Midwest CPA helps to relieve that stress by adding clarity, while taking items off of your to do list. This frees you to work on your business rather than in it.

Learn more about how we help acquisition entrepreneurs just like you!

due dilligence

Financial Due Diligence

Get better clarity on the business you are buying so you know what you are getting into before investing too much time and money.

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Planning/Advisory

Expert help structuring your business for optimal tax savings while providing real-world guidance for strategic financial planning and decision-making.

outsourced accounting

Outsourced Accounting

Optimize your ongoing accounting systems with actionable reporting, maximized tax savings, and personalized guidance from an expert.

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Free Consultation

If you’d prefer to book a time in our calendar right now, please click below to schedule an appointment.

How do we help Acquisition Entrepreneurs?

Entrepreneurship through acquisition can be incredibly stressful and can come with a substantial amount of risk.

On top of this, there are many moving parts that you need to get right in order to make your acquisition a success.

We realize all of this at Midwest CPA which is why we provide financial due diligence services to empower you with the resources needed to make sound financial decisions.

We also understand you’ll have plenty of other things to worry about post acquisition. For that reason we also offer outsources CPA Services like tax, payroll, and bookkeeping so they are not on your to-do list.

The Benefits

better decisions
Better Decisions

Our diligent approach ensures that you understand the investment you’re making. As a result, it significantly enhances the long-term prospects of the acquisition and instills a greater sense of confidence in the agreement.

tax savings
Tax Savings

Tax consequences are often the last thing on the mind of an acquisition entrepreneur. However, with the proper strategy you will be able to save a substantial amount of money. This means better cash flow and increased ROI.

growth support
Growth Support

Once you have completed the acquisition of your company, the next step is to start building and growing it. We possess the necessary tools and expertise to provide comprehensive support throughout your journey.

Ready to get Started?

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Frequently Asked Questions

Ultimately the decision to purchase the company is yours. However, we may give recommendations on purchasing at a different price or alternative structure.

More importantly, our holistic view of the acquisition does more than just validate the purchase price we help you to better understand a variety of aspects of the business so you can make the most informed decision possible.

The end goal is for you to have a firm understanding of the risk vs the opportunity.

We tailor our due diligence packages to each clients situation. It depends on the size of the acquisition, the requirements of your SBA lender, and ultimately what you need in order to make a decision.

In some cases a full quality of earnings report and working capital analysis is necessary while in other cases you may just need help validating revenue.

Contact us today for a quote.

Typically, it makes the most sense to engage our services once you have a company under LOI.

However, if you are not at that point yet we encourage you to schedule a free consultation so when you are ready we’ve already been connected.

Yes. Entrepreneurs looking to sell their company can benefit greatly from getting their bookkeeping in good order for prospective buyers as well as tax strategy to retain as much of the sale proceeds as possible.

Most generalist accountants will not understand all the nuances and stresses that come with buying a small business.

We understand the challenges unique to you and are excited to help you achieve your business ownership dreams.

Recent Articles

Overview of business acquisition financing strategies
ETA
Chris Barrett

Business Acquisition Financing Strategies

Financing a business acquisition can be both thrilling and intimidating. The process involves navigating complex financial structures, understanding the cost of capital, and determining the best sources of funding to reach your objective.

Unlike the straightforward nature of something like a home mortgage, business acquisition financing is much more complicated, often involving a blend of debt and equity. This blend, known as the capital stack, is used to optimize both affordability and long-term growth.

Let’s explore the capital stack, its components, and how to strategically finance your next acquisition.

Read More »
Benefits of Quality of Earnings Reports
ETA
Chris Barrett

7 Benefits of Quality of Earnings Reports for Business Buyers

Acquiring a business is a significant investment, and due diligence is critical to ensure a successful transaction. One step in the due diligence process is a Quality of Earnings (QoE) report. In this article, we explore seven key benefits of Quality of Earnings reports that every business buyer should know.

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Stacked coins with a handshake in the background, symbolizing financial growth, successful partnerships, and business agreements.
SMB
Chris Barrett

What a Quality of Earnings (QoE) Analysis is NOT

A Quality of Earnings (QoE) analysis plays a critical role in business acquisitions by providing deeper insights into a company’s financial health. It focuses on cash flow quality and the sustainability of earnings, helping investors and buyers understand the business they are purchasing.

However, to fully grasp the value of a QoE, it’s just as important to understand what it is not. In this article, we’ll explore three common misconceptions about QoE analyses. Additionally, we’ll show how they differ from projections, audits, and valuations, setting clear expectations for business owners and investors.

Read More »
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