TRANSACTION ADVISORY SERVICES - KraftCPAs · PDF fileTRANSACTION ADVISORY SERVICES EXPERIENCE...
4
TRANSACTION ADVISORY SERVICES EXPERIENCE Senior-level executives lead each engagement. They have the expertise, credentials and real-world experience to help you avoid problems and achieve desired results. AFFORDABILITY Because we are locally owned, we can design reasonably priced solutions to fit the client’s unique circumstances and the market. FLEXIBILITY Without the burdensome bureaucracy of mega-firms, KraftCPAs can typically respond to client needs, make decisions, and act more quickly than our larger counterparts. Helping clients and their attorneys get deals done.
Transcript of TRANSACTION ADVISORY SERVICES - KraftCPAs · PDF fileTRANSACTION ADVISORY SERVICES EXPERIENCE...
TRANSACTIONADVISORY SERVICES
EXPERIENCE
Senior-level executives lead each engagement. They have the expertise, credentials and real-world experience to help you avoid problems and achieve desired results.
AFFORDABILITY
Because we are locally owned, we can design reasonably priced solutions to fit the client’s unique circumstances and the market.
FLEXIBILITY
Without the burdensome bureaucracy of mega-firms, KraftCPAs can typically respond to client needs, make decisions, and act more quickly than our larger counterparts.
Helping clients and their
attorneys getdeals done.
YOUR GOALS — OUR MISSIONAt KraftCPAs, we’ve helped clients build, preserve and transfer business value and personal wealth
since 1958. In doing so, we’ve developed a team of seasoned professionals who focus on business
transactions. Together with our affiliates, Kraft provides the diverse range of services clients need to
evaluate business opportunties, develop and execute strategic growth plans and get deals done.
Whether you need help to build business value, transfer business value, or monetize that value,
KraftCPAs has the expertise, experience and desire to be part of that process. We love nothing more
than helping clients and their attorneys get deals done.
TRANSACTION ADVISORY SERVICES
KraftCPAs and our affiliates provide a wide range of services to support our clients and their attorneys with business transactions. We have worked with business owners considering mergers, acquisitions, divestitures, and the sale of equity to raise capital. Kraft professionals have also assisted individual and institutional investors, such as venture capital firms, in identifying and analyzing potential business investments. In providing these services, Kraft professionals draw upon skills and experience in the following specialty areas:
ValuationPost-Merger IntegrationDue DiligenceDeal Negotiation and Structuring Support
Capital Formation SupportTransaction AccountingBusiness StrategyIndustry and Competitive Analysis
www.kraftcpas.com
MER
GER
& A
CQ
UIS
ITIO
N A
CTI
VIT
IES
LOI Closing
Target Identification
Due Diligence & Legal
Deal Negotiation & Structuring
Post-Merger Integration
PreliminaryValuation andDeal Pricing
RevisedValuation andDeal Pricing
Final Valuation, Deal Pricing, andAdjustments
Transaction Accounting
Payments – earnest, closing, escrow, contingent, seller note
Communications (Internal and External)
Capital Formation – cash on hand, operating cash, raise equity, issue shares, obtain debt
- Closing Balance Sheet- PP and WC Adjustments- Purchase Price Allocation- Impairment Testing
PMI Planning & PrepPhase I Phase II Phase II
BENEFITS OF ENGAGING KRAFTCPAS
Experience and ResourcesOur senior-level executives who lead transaction advisory engagements have a diverse range of technical acumen, industry knowledge and extensive transaction experience. They are backed by 190 team members of KraftCPAs and our affiliates who are available to provide manpower and expertise in tax, accounting, IT and internal audit, research and business planning. Many of our executives are adroit negotiators as well — having developed this skill set through decades of experience working with clients, their attorneys, bankers and other investors.
FlexibilityWithout the burdensome bureaucracy of mega-firms, KraftCPAs can often make decisions and respond to client needs faster than our larger counterparts. Because we have in-house professionals with the necessary skills and experience, we have the ability to respond quickly, begin work promptly and wrap up engagements on time.
Fee StructureUnless you are required to have a national firm involved in the transaction, why pay national-firm rates? Locally owned and operated since 1958, Nashville-based KraftCPAs provides transaction advisory services at rates amenable to closely held or venture-backed companies. At KraftCPAs, we’ll work with clients to arrive at a solution that fits each unique situation.
INDUSTRIES SERVED
© 2017 KraftCPAs PLLC
Consumer ProductsDefense ContractorsEducationFinancial Services HealthcareHuman ResourcesLife SciencesLodging and Leisure
Manufacturing Media, Publishing & Entertainment Technology/SoftwareTelecommunications TransportationWholesale/Distribution
TEAM CREDENTIALS
Certified Public Accountant Certified Valuation Analyst Accredited in Business Valuation Distressed Business Valuation Analyst Certified Insolvency & Restructuring Advisor Certified Licensing ProfessionalCertified Internal Auditor Certified Information Systems Auditor Master Analyst in Financial ForensicsCertified in Financial ForensicsCertified Healthcare Financial ProfessionalCertified Medical Practice ExecutiveFellow, Healthcare Financial Management Association
Please visit our website: www.kraftcpas.com/transactionadvisory.htm for a comprehensive list of industries served.
www.kraftcpas.com
555 Great Circle Rd.Nashville, TN 37228615-242-7351
linkedin.com/company/kraftcpas-pllc
twitter.com/kraftcpas
facebook.com/kraftcpas
plus.google.com/+kraftcpas
Vic Alexander, CPA, ABV, CFFChief ManagerKraftCPAs PLLC
615-782-4241 [email protected]
TEAM LEADERS
Glenn Perdue, MBA, CVA, MAFF, CLPManaging MemberKraft Analytics, LLC
615-782-4206 [email protected]
Dana Holmes, MBA, CVA, MAFF, CEPAFINRA licenses 7, 63, 79 and 24Managing Member2nd Generation Capital
Jim Ward, MBA, CVA, CEPAFINRA license 79Member2nd Generation Capital, LLC
Chris Hight, CPAMember, Assurance ServicesKraftCPAs PLLC
615-346-2420 [email protected]
Scott Mertie, CHFP, FHFMA, CMPEPresidentKraft Healthcare Consulting, LLC
615-782-4292 [email protected]
Jerry Moss, CPA, CVAMember, Tax ServicesKraftCPAs PLLC
615-782-4279 [email protected]
Sep
tem
ber 20
17/G
P
Rusty KruciakPrincipal 2nd Generation Capital
