M&A and Transaction Advisory Services

Services

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Maximizing Value Throughout the Transaction Lifecycle

In today’s ever-shifting financial landscape, efficient preparation and a quick ramp-up are critical to increase value in the sell side or buy side process. Designing the optimal deal requires a thorough understanding of market dynamics and key issues that affect various industries. Balancing transaction objectives with accounting, tax, regulatory, HR, and commercial considerations is crucial to ensure that the acquisition is the right fit for the right price for the buyer or seller.

The BWK Difference

Our integrated team of financial, tax, and strategy professionals with “Big 4” and large firm backgrounds that bring national and global experience to advise clients at every stage of the transaction lifecycle. We work across multiple disciplines and services with both financial (private equity, family office, or sponsor) and strategic (corporate) stakeholders to help navigate the complexities of buy-side and sell-side transactions.

We approach each deal with knowledge, discipline, and an unwavering commitment to maximize value for our clients within their defined risk profile. Unlike most CPA firms, we have fully dedicated mergers and acquisitions (M&A) experts with extensive experience in:

  • Acquisitions
  • Divestitures
  • Recapitalizations
  • Mergers
  • Joint ventures
  • Carve-outs (with/without audits)
  • Tax structuring and planning
  • Post-closing services including net working capital (NWC) true-ups, earn-outs, and disputes
  • HR integration and optimization
  • Restructurings
  • Sourcing

Our Transaction Advisory Services professionals provide support throughout the transaction lifecycle by identifying key value drivers while addressing deal issues to capitalize on the right opportunity for our clients.

Transaction Advisory Services Include:

We provide guidance for financial, accounting, tax, HR, and commercial considerations for both buy side and sell side clients.

Our experts offer the potential buyer or seller a normalized, pro forma view of the target company’s operations.

We perform a thorough analysis to facilitate negotiations for the transaction and purchase agreement including quality of earnings, net working capital (NWC), net debt and debt-like items, and tax structuring.

Our experts have deep industry experience across a variety of industries. No matter the type or size of transaction, our advisory professionals help navigate the challenging aspects of a transaction that encompass deal issues specifically related to financial, accounting, tax, HR, and commercial issues or concerns.

Contact us today for more information or to speak with a Transaction Advisory Services professional.

Our Process

At Barton, Walter & Krier, we’re passionate about creating value for all our clients.

How We're Different
Client Testimonials

What Our Clients Are Saying

– Dave Gonyea, President of Gonyea Homes & Remodeling

Barton, Walter & Krier, LLC delivers the highest quality professional services, with a superior level of client attention. They are reliable, accessible and responsive to our needs.

– Kent Eveland, President of Scamp Trailers

The staff at Barton, Walter & Krier, LLC have served us for many years. They have helped us guide our business through the many challenges that small businesses encounter. They know our business inside and out and serve as a great sounding board.

– Frank Pichelman, President of Ardel Engineering & Manufacturing, Inc. Adrel Engineering & Manufacturing, Inc.

Similar to our machine shop, Barton, Walter and Krier, LLC delivers high quality services that we can count on. We receive their full attention from experienced CPAs who have the ability to think outside the box.

– Michael Kohler, President Milestone Systems, Inc.

BWK has provided Milestone Systems Inc. the same capabilities as the big firms would, while simultaneously providing a high tough, “Big fish in a small pond” type of feel, that we just wouldn’t get from those same Big Name firms.”

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Industry-Specific Knowledge

We Focus On Industry Trends So You Can Focus On Your Business

Your industry is unique, with its own set of challenges and requirements for success. That’s why a one-size-fits-all approach usually doesn’t work in today’s volatile economic environment.

Our expertise and tailored, hands-on services help leverage your core competencies and resources so your business stays on track every step of the way.

Manufacturing

The manufacturing industry faces a litany of challenges that require strategic planning, acute insight, and operational expertise. We can provide innovative, tailored accounting and assurance solutions.

Real Estate / Land Developers

We manage key-market drivers, such as interest rates, labor shortages, and government regulation to assist real estate clients with both short and long-term goals in this highly competitive industry.

Construction

Construction professionals face a unique set of opportunities and challenges. Working with a tax specialist who understands your business’s goals and desired outcomes is the first step toward profitability, growth and long-term financial success.

Professional Services

As a services professional, ensuring your business stays financially sound and profitable is crucial for long-term growth. We can help your business navigate the complexities of the healthcare, legal and technology industries.

Distribution

Navigating the ever-changing economic landscape can be challenging for many distributors and logistics professionals. Our experienced team of CPAs and tax specialists can help address your specific needs and keep your business moving forward.

ERISA

We offer comprehensive audit, tax preparation and advisory services across the entire retirement plan spectrum to help you meet the challenges of today’s ever-changing regulatory landscape and reporting with the Department of Labor.
What Makes BWK Different

Personalized Attention and Innovative, Value-Added Solutions

Unparallelled Team

Our knowledgeable team of CPAs and tax professionals builds lasting relationships with clients. We’re dedicated to your growth and long-term financial success.

Proven Process

We take a holistic approach to managing your account, looking at the “bigger picture” to identify opportunities and challenges relevant to your success and tailor our services accordingly.

BWK Values

  • Integrity
  • Quality
  • Relationships
  • Collaborative
  • Growth-Oriented
  • Proactive
  • Solution Providers

Schedule a FREE Consultation for your business today!