Experienced Zinner & Co. professionals identify key elements that help you and your investors with all financial and tax due diligence matters, so that you understand and manage the value and risk throughout the transaction. We work closely with your legal and operational advisors to ensure fluid communications for a timely, secure closing to your deal.
Zinner & Co. blends the financial and tax with the legal elements of the transaction to ensure that you capture and maintain the anticipated value. We implement the insightful ideas identified during due diligence that help your business gain a competitive advantage.
Our audit and tax experience enables us to proactively advise newly acquired portfolio companies in their day-to-day operations. Post transaction, we can help with purchase accounting and opening balance sheet issues. We can also assist investors in divesting portfolio companies to realize maximum returns on their investments.
Our process prevents unanticipated surprises during buyer due diligence and includes:
- Financial & Tax Due Diligence
- Cash Flow Analysis
- Post Transaction Integration
- Fair Market Value Decisions to Buy or Merge Businesses
- Ownership Shifts (IRC Section 382 NOL limitation)
- Pass-Through Entity Buyouts, Dissolutions & Terminations (for S-Corps, Partnerships & LLCs)