Mergers & Acquisitions

Mergers, Acquisitions & Transactions

Shalik, Morris & Company, LLP plays a significant role assisting our clients in identifying, evaluating, structuring and executing buying and selling business opportunities. We work with our clients to develop plans for the long-term success of their businesses and assist in developing a clear strategy for growth or divestitures. Our goal is to enable our clients to more fully understand each transaction, achieve optimal after-tax results and minimize downside risks.

Our extensive range of Mergers, Acquisitions & Transactions services include:

  • Audits, Reviews & Compilations of Financial Statements
  • Transaction & Tax Structuring
  • Identifying Potential Business Opportunities
  • Contacting Potential Buyers & Sellers on Behalf of Our Clients to Preserve Anonymity
  • Performance of Due Diligence Examinations
  • Development & Evaluation of Complex Cash-Flow & Tax-Sensitive Projections
  • Developing & Negotiating Term Sheets between Parties
  • Assistance with the Procurement of Primary, Secondary & Equity Financing
  • Capital Structure Formation
  • Contract & Document Review
  • Developing, Implementing & Transitioning a Common Accounting & Operating Systems Platform for Merged Entities
  • Development & Review of Internal Controls & Operating Procedures
  • Transaction Execution
  • Business Transition & Integration
  • Succession Planning