Expertise in Complex Financial Advisory
Our team brings specialized knowledge and experience to address your most challenging financial questions.
M&A Advisory Services
Financial guidance for entrepreneurs, real estate investors, growing businesses, and companies navigating mergers and acquisitions.
Guiding Successful Mergers and Acquisitions
At L&H CPAs and Advisors, our mission is to protect your financial future and build long-term wealth by guiding you through every stage of mergers and acquisitions with the expertise of our skilled and experienced advisory team. Our M&A services include:
Expert Due Diligence
We examine financial, legal, and operational details to uncover potential risks and confirm the accuracy of all information before a deal moves forward. This process gives you confidence in every decision you make.
Valuation Analysis
We assess company value using detailed financial models and market data to determine a fair and strategic price. Our analysis helps you understand what drives value and where opportunities lie.
Deal Execution Support
From start to finish, we manage the transaction process. This includes coordinating between parties, reviewing terms, and keeping timelines on track. Our goal is a smooth, efficient closing that protects your interests.
Clients We Serve
- Business owners planning to sell their company
- Investors seeking acquisition opportunities
- Companies exploring mergers or joint ventures
- Private equity firms evaluating portfolio expansion
- Family-owned businesses preparing succession plans
- Real estate investors with corporate holdings
- Entrepreneurs pursuing growth through acquisition
- Startups considering buyouts or partnerships
- Corporate boards seeking valuation clarity
- Firms requiring expert due diligence before investing
Why Choose L&H CPAs and Advisors
Deep Industry Knowledge
With deep roots in M&A, we understand the nuances of your industry.
Trusted by Industry Leaders
Private investors, CFOs, and business owners rely on our expert guidance to drive successful outcomes.
Data-Driven Strategy
We leverage financial analytics to develop scalable strategies for sustainable business growth.
Additional Advisory Services
CFO Services
Gain access to senior-level financial leadership without the full-time cost. Our outsourced CFO services provide strategic guidance customized to your business needs.
Real Estate Advisory
We help real estate investors make smarter acquisitions, optimize cash flow, and implement tax strategies that drive long-term profitability.
Connect with Our Advisory Team
Schedule a consultation to discuss how our M&A services can transform your financial operations.
Small Business Tax & Accounting FAQs
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What are M&A advisory services?
M&A advisory services help a variety of companies plan and execute mergers and acquisitions. These services include valuation, due diligence, deal structuring, and negotiation support. Advisory firms and investment banks guide both buyers and sellers through the process to achieve smooth, strategic transactions.
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What does due diligence involve?
Expert due diligence involves a deep review of financial statements, legal contracts, and operational details to uncover risks and verify accuracy. This process helps the buyers and sellers make informed decisions before deal execution.
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Why is valuation analysis so important in a transaction?
Valuation analysis provides a clear picture of a company’s worth. Through detailed financial modeling and market comparisons, it supports negotiation strategy and sets realistic expectations for both parties.
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What does deal execution support include?
Deal execution support covers everything from coordinating communications and reviewing documentation to managing timelines and closing requirements. It keeps the process organized and helps avoid any unnecessary delays.
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Do you provide guidance during negotiations?
Yes. Our advisory team assists with negotiation strategy, helps evaluate offers, and makes sure that both sides reach a fair and transparent agreement that aligns with financial and operational goals.
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How do mergers and acquisitions advisors add value?
At L&H CPAs and Advisors, we bring market insight, financial expertise, and negotiation skills to every deal. Our team thoroughly analyzes annual revenue and income of private companies, evaluates opportunities, and guides clients toward favorable terms that align with business goals.
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How is a company’s value determined?
Our advisors use valuation analysis, comparing transaction multiples, annual revenue, and income against similar deals in the market. They obtain market-winning research and benchmark performance against competitors to determine fair and accurate valuations.
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Do advisory firms work with private companies?
Yes. In fact, we often represent private companies during acquisitions, helping them identify buyers, negotiate pricing, and manage documentation to meet financial and legal standards.
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Do you assist with post-deal integration?
Yes. Our team at L&H CPAs and Advisors supports clients throughout the post-merger integration phase to align operations, systems, and culture after closing. This stage can help to maintain stability and long-term growth.
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How do advisory firms and financial institutions work together during transactions?
An advisory firm and financial institution often collaborate to structure financing, assess risk, and support a smooth execution. This partnership can help advise clients on the best way to fund mergers, acquisitions, divestitures, or joint ventures while maintaining regulatory compliance.
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Why do advisors invest heavily in data and research tools?
Some advisors spend millions every year on advanced analytics, valuation platforms, and legal support systems to help deliver accurate insights and stronger outcomes for clients. Our team uses these same tools to provide clients with accurate insights, reliable data, and clear guidance through every stage of a transaction.
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How does corporate restructuring fit into M&A advisory work?
Corporate restructuring often takes place alongside mergers, acquisitions, divestitures, and joint ventures as companies adjust their operations, assets, or capital structure. A typical approach includes evaluating the market's transaction multiples annual data to benchmark company value and guide decisions. These insights help businesses align restructuring plans with long-term financial goals and overall M&A strategy.