Buy Side and Sell Side Support:

• Buy Side: Assisting buyers in identifying potential acquisition targets, conducting thorough due diligence, and navigating the purchase process.

• Sell Side: Helping sellers prepare their business for sale, identifying potential buyers, and maximizing the value of their business.

Due Diligence:

• Comprehensive due diligence services to ensure that all aspects of the transaction are thoroughly evaluated.

• Assisting clients in understanding and managing the risks involved in the transaction.

Financial Analysis and Valuation:

• Detailed financial analysis to provide a clear picture of the business’s financial health.

• Accurate calculations of value to help with pricing and negotiations.

• Quality of earnings assessments to ensure the financial statements reflect the true economic performance of the business.

Legal and Document Support:

• Assist legal counsel with the financial aspects of the transaction by providing financial insights and analysis that are crucial for drafting and reviewing key documents such as purchase agreements and letters of intent.

Referrals and Networking:

• Providing referrals to experienced transactional attorneys, investment bankers, and SBA bankers to support your specific needs. Leveraging our network to connect you with the right professionals for your transaction.

• After the completion of the transaction, we can refer experienced financial advisors to assist with creating a balanced portfolio.

Dedicated to Small Businesses

We specialize in working with small businesses, offering personalized and tailored services that larger firms often overlook.

We Are Not an Investment Banking Firm

However, we have a very good referral source which is a boutique investment banking firm. If it proves to be beneficial, we will work closely with them to assist with your transaction.

Our Approach

At Cooper CPA Group, we take a hands-on approach to M&A services. We work closely with you to understand your unique needs and objectives, offering expert guidance and support throughout the entire process. Our goal is to make the M&A process as seamless and stress-free as possible, ensuring that you achieve the best possible outcome for your business.

Ready to take the next step?

Contact us today to schedule a free meet and greet and discover how we can assist you with your M&A needs. Let us help you navigate the complexities of mergers and acquisitions with confidence and ease.