Expertise in Complex Financial Advisory
Our professionals provide in-depth financial expertise and proven experience to address complex and challenging financial matters.
M&A Advisory Services in Fort Worth
Expert financial services tailored for business founders, property investors, scaling businesses, and organizations navigating mergers and acquisitions.
Guiding Successful Mergers and Acquisitions
At L&H CPAs and Advisors, we are dedicated to protecting the financial future of Fort Worth companies while helping build lasting wealth. Our experienced advisory team guides clients through all phases of mergers and acquisitions. Our M&A services include:
Expert Due Diligence
Our due diligence process involves a close review of financial, legal, and operational information to uncover risks and validate accuracy before the deal advances. This careful approach supports confident decision-making.
Valuation Analysis
We conduct a thorough assessment of a company’s value using financial modeling and market insights to arrive at a fair and strategic price. This evaluation helps you understand what contributes to value and where opportunities may exist.
Deal Execution Support
We coordinate the entire transaction process, from initial planning to completion. This includes facilitating communication among parties, reviewing deal terms, and keeping schedules on track to ensure a successful closing.
Clients We Serve in Fort Worth
- Company owners planning to divest their business
- Investors on the lookout for acquisition targets
- Organizations evaluating merger or joint venture possibilities
- Private equity firms considering portfolio enlargement
- Family-owned enterprises planning succession
- Real estate investors with commercial interests
- Entrepreneurs pursuing business expansion via acquisition
- Startups weighing buyouts or strategic partnerships
- Corporate boards seeking valuation guidance
- Firms needing detailed due diligence before investing
Why Choose L&H CPAs and Advisors
Deep Industry Knowledge
With deep involvement in M&A, we have the insight needed to understand the unique aspects of your industry.
Trusted by Industry Leaders
Private investors, business owners, and CFOs rely on our expertise to guide critical financial decisions.
Data-Driven Strategy
We use comprehensive analytics to craft strategies that enable sustainable and scalable growth.
Additional Advisory Services
CFO Services
Gain senior-level financial leadership on a flexible basis. Our outsourced CFO services offer strategic insights and actionable advice tailored to the needs of your growing business.
Real Estate Advisory
We support real estate investors in making intelligent property acquisitions, improving cash flow, and implementing tax strategies that drive lasting financial success.
Connect with Our Advisory Team
Set up a consultation to see how our M&A solutions can strengthen your financial performance.
Frequently Asked Questions
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What are M&A advisory services?
Companies in Fort Worth can benefit from M&A advisory services, which guide them through mergers and acquisitions. Services include company valuation, due diligence, structuring deals, and negotiating terms. Investment banks and advisory firms support both buyers and sellers to ensure the process is efficient and strategically sound.
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What does due diligence involve?
Due diligence involves an extensive review of a company’s financials, contracts, and operational practices to identify risks and validate information accuracy. This careful assessment ensures that both buyers and sellers can confidently proceed with strategic decisions before finalizing the deal.
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Why is valuation analysis so important in a transaction?
Valuation analysis provides a clear and detailed understanding of a company’s value. By combining financial modeling with market comparisons, it supports negotiations, establishes realistic expectations, and ensures each party comprehends the financial worth of the business involved.
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What does deal execution support include?
Deal execution support manages the entire process of a transaction. This includes coordinating communication, reviewing documentation, monitoring schedules, and fulfilling closing requirements, helping to ensure a smooth and organized completion of the deal.
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Do you provide guidance during negotiations?
Yes. Our team assists with negotiation planning, evaluates proposals, and ensures that both parties reach agreements that are fair, transparent, and aligned with operational and financial goals. This approach helps achieve mutually beneficial outcomes.
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How do mergers and acquisitions advisors add value?
At L&H CPAs and Advisors, we provide market insight, financial expertise, and negotiation support for every transaction. We analyze revenue and income of private companies, evaluate opportunities, and guide clients toward terms that maximize value while aligning with their business objectives.
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How is a company’s value determined?
Advisors determine company value through comprehensive valuation analysis. They compare transaction multiples, review annual revenue and income, and benchmark results against similar market deals to ensure accurate, well-supported valuations.
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Do advisory firms work with private companies?
Yes. Private companies often engage advisory firms for assistance in acquisitions. We help them identify potential buyers, negotiate pricing, and manage the necessary documentation to meet both financial and legal requirements.
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Do you assist with post-deal integration?
Yes. Our team supports clients in post-merger integration, helping align systems, operations, and culture to preserve stability and encourage long-term growth after a transaction closes.
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How do advisory firms and financial institutions work together during transactions?
Advisory firms collaborate with financial institutions to structure financing, evaluate risk, and ensure smooth execution. This partnership provides guidance on funding mergers, acquisitions, divestitures, and joint ventures while maintaining regulatory compliance.
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Why do advisors invest heavily in data and research tools?
Advisory teams often invest millions in analytics platforms, valuation software, and legal systems. L&H CPAs and Advisors leverage these resources to provide clients with reliable insights, accurate data, and strategic guidance throughout every stage of a transaction.
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How does corporate restructuring fit into M&A advisory work?
Organizations typically engage in corporate restructuring alongside mergers, acquisitions, divestitures, and joint ventures as they optimize operations, assets, and financial structures. The practice usually involves assessing market transaction multiples and reviewing yearly company data to provide a clear picture of value. These analyses assist businesses in designing restructuring plans that are consistent with long-term financial goals and integrated M&A strategies.