Expertise in Complex Financial Advisory
Our team offers extensive experience and specialized knowledge to help address your most intricate financial challenges.
M&A Advisory Services in Dallas
Financial expertise designed for entrepreneurs, real estate investors, expanding businesses, and organizations managing 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 Dallas companies 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 carefully review all financial, legal, and operational aspects to identify risks and confirm the accuracy of the information before a transaction proceeds. This thorough evaluation ensures you can make informed decisions with confidence.
Valuation Analysis
We determine a company’s value through comprehensive financial modeling and careful market research to establish a fair and strategic price. Our insights highlight what drives value and where potential growth opportunities exist.
Deal Execution Support
We oversee the transaction process from beginning to end. This includes coordinating with all involved parties, reviewing deal terms, and ensuring deadlines are met. Our aim is a seamless and efficient closing that safeguards your interests.
Clients We Serve in Dallas
- Business owners preparing to sell their enterprise
- Investors looking for acquisition opportunities
- Companies considering mergers or strategic alliances
- Private equity groups assessing portfolio growth
- Family-run businesses planning succession
- Real estate investors with corporate assets
- Entrepreneurs aiming for expansion through acquisition
- Startups exploring buyouts or collaborative partnerships
- Corporate boards needing clear company valuations
- Firms seeking comprehensive due diligence before investing
Why Choose L&H CPAs and Advisors
Deep Industry Knowledge
With a strong foundation in M&A, we have a thorough understanding of the specific nuances within your sector.
Trusted by Industry Leaders
Private investors, CFOs, and business owners depend on our guidance to achieve positive and successful results.
Data-Driven Strategy
We use advanced financial analytics to create actionable strategies that support long-term and sustainable growth.
Additional Advisory Services
CFO Services
Access experienced, senior-level financial leadership without the expense of hiring full-time staff. Our outsourced CFO services offer strategic advice tailored to the specific needs of your business.
Real Estate Advisory
We assist real estate investors in making informed acquisitions, enhancing cash flow, and applying tax strategies that support long-term profitability and sustainable growth.
Connect with Our Advisory Team
Schedule a consultation to discuss how our M&A services can transform your financial operations.
Frequently Asked Questions
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What are M&A advisory services?
M&A advisory services assist companies in Dallas with planning and executing mergers and acquisitions. These services typically cover business valuation, due diligence, deal structuring, and negotiation support. Advisory firms and investment banks work closely with both buyers and sellers to ensure transactions proceed efficiently and strategically.
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What does due diligence involve?
Expert due diligence includes a comprehensive examination of financial statements, legal agreements, and operational processes to identify potential risks and confirm accuracy. This thorough review ensures that both buyers and sellers can make well-informed decisions before the transaction moves forward.
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Why is valuation analysis so important in a transaction?
Valuation analysis offers a precise understanding of a company’s value. By using detailed financial modeling and comparing market transactions, it informs negotiation strategies and sets realistic expectations for all parties involved in the deal.
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What does deal execution support include?
Deal execution support covers the full scope of a transaction, from coordinating communications and reviewing documents to managing timelines and completing closing requirements. This oversight helps maintain order and prevents unnecessary delays.
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Do you provide guidance during negotiations?
Yes. Our advisory team supports clients with negotiation planning, evaluates offers, and ensures that agreements reached are fair, transparent, and aligned with both financial and operational objectives.
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How do mergers and acquisitions advisors add value?
At L&H CPAs and Advisors, our team applies market insights, financial expertise, and negotiation skills to every transaction. We analyze private companies’ revenue and income, evaluate opportunities, and guide clients toward favorable terms that align with long-term business goals.
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How is a company’s value determined?
Our advisors perform valuation analysis by comparing transaction multiples, annual revenue, and income with similar deals in the market. They use market research and benchmark performance against competitors to arrive at fair and accurate valuations.
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Do advisory firms work with private companies?
Yes. We frequently represent private companies in acquisitions, assisting them in identifying potential buyers, negotiating pricing, and managing documentation to ensure compliance with financial and legal standards.
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Do you assist with post-deal integration?
Yes. The L&H CPAs and Advisors team supports clients through post-merger integration to align operations, systems, and culture following the deal. This stage helps maintain stability and promotes long-term growth.
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How do advisory firms and financial institutions work together during transactions?
Advisory firms often partner with financial institutions to structure financing, assess risk, and support smooth execution. This collaboration guides clients on funding mergers, acquisitions, divestitures, or joint ventures while ensuring regulatory compliance.
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Why do advisors invest heavily in data and research tools?
Many advisory teams invest significant resources in advanced analytics, valuation platforms, and legal support systems. At L&H CPAs and Advisors, we use these tools to provide clients with precise insights, reliable data, and clear guidance throughout every stage of a transaction.
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How does corporate restructuring fit into M&A advisory work?
Corporate restructuring often occurs alongside mergers, acquisitions, divestitures, and joint ventures as organizations optimize their operations, capital structure, and asset distribution. The process typically includes analyzing market transaction multiples and reviewing annual financial data to benchmark company value and support decision-making. These evaluations provide the insights needed to align restructuring efforts with long-term financial objectives and overarching M&A strategies.