ETA
What is an F Reorganization?
Introduction Whether you are a buyer or a seller of a small business tax-efficiency should be at the forefront of your financial plan. Among the
February 18, 2024
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CPA Services for
Acquisition
Entrepreneurs
Get the financial guidance you need to acquire and run a small business.
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!
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.
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
Optimize your ongoing accounting systems with actionable reporting, maximized tax savings, and personalized guidance from an expert.
Get in Touch!
Fill out our Contact Form to get in touch.
Free Consultation
If you’d prefer to book a time in our calendar right now, please click below to schedule an appointment.
Eric Hsu2024-02-24Chris is an absolute top notch M&A financial due-diligence provider. He and I have worked on many, many deals together and not only has his advice and services been reliable, accurate and very actionable, but he has been very responsive to client needs and requests. I always am happy to send clients over to Chris because I know that they will be treated and served very well. Keep Chris in your Rolodex!
Dominick Blue2024-02-08I am thrilled to leave a glowing five-star review for Chris, who has been an invaluable asset in supporting both of my companies. His consistent dedication, unwavering engagement, and commitment to educating me on accounting and taxation matters have been instrumental in navigating complex taxation situations with ease. Chris goes above and beyond to ensure that all my accounting needs are met promptly and efficiently. His expertise and professionalism shine through in every interaction, making him an absolute pleasure to work with. I highly recommend Chris to anyone seeking a knowledgeable and proactive CPA who has knowledge is M&A due diligence, accounting, and tax strategy; and genuinely cares about their clients' success.
Nicholas Bundzinski2024-01-03Chris and the team have jumped right on cleaning up our books. Received our first monthly review document and it was clear we made the right decision. Easy to read and follow along. A great snapshot of the business and expedient service. I would highly recommend Chris and the team at Midwest CPA for any accounting or bookkeeping services.
Amy Curcio2023-12-15Chris with Midwest CPA is extremely knowledgeable and is an excellent source if you're looking for a CPA to help/advise you in the business of real estate. I highly recommend Chris and his team!
Roxy Blaser2023-12-15Chris is very knowledgeable and willing to answer all my questions.
Rich Bales2023-12-13Had the opportunity to listen to Chris give a webinar on taxes for business owners and businesses. He was at the top of his game and a wealth of knowledge. His clients are lucky to have him in their corner.
Jeremy Petrous2023-11-30Intelligent, detail-oriented, responsive. More knowledgeable than any other CPA I've worked with. Highly recommend.
Richard Allen2023-11-28Been working with Chris at Midwest CPA for a few months now. Whenever we have a question Chris is quick to respond. We find him to be very meticulous and efficient in all aspects of our business. Our only regret is that we didn't find him sooner.
Will Gano2023-11-28Chris is the real deal. He is efficient, thoughtful, and great to work with. He helped me with financial diligence, including q of e, for a manufacturing business.
Matthias Smith2023-11-27Chris is one of the best accountants and it’s not even close. I use him personally and for my business. He is one of the most responsive service providers I’ve ever worked with. My former CPA was great but wasn’t equip to help me as a business owner since the former CPA was focused on personal taxes. Chris has been a truly invaluable partner / collaborator on numerous M&A deals in the small to medium sized business space, providing financial due diligence to various clients that I’ve worked with ranging from a buyer of a demolition company to a buyer of a niche online goods business. LOI If you’re looking for a rock solid CPA or someone that is really good at M&A financial due diligence, look no further than Chris’ firm.
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
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 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
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?
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.
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.
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