Ed Lloyd & Associates, PLLC

Mergers & Acquisitions

Ed Lloyd & Associates, PLLC's mergers and acquisitions services offer support services for you — whether you are buying, selling, or combining two organizations. Services Include:

Conduct audits & evaluate assets of acquired companies
Perform other due diligence in connection with acquisitions
Help structure & perform due diligence on multi-entity acquisitions
Advise on proper accounting methods & adjustments
Review & advise on acquisition agreements
Create pro forma financial statements for combined entities
Coordinate the complex nature of combining accounting & administrative support
Advise on tax planning opportunities
Consult on business valuation & purchase price
Work with attorneys, bankers & venture capitalists

Business Assessment

Don’t buy a business unless you can answer the following questions:

How well is the company REALLY performing? What’s the company worth and how much should YOU pay? What’s the best way to structure the purchase price? How are you going to finance the deal? What’s the expected bottom-line return?

Answer these critical questions wisely and you’re on your way to a profitable deal. Gloss over them, and you’re flirting with financial disaster!

The first stage in purchasing an existing business is to perform a Business Assessment on the business. This process will assist you in determining whether you wish to make an offer on the business or look for another business that is better suited for your needs.

We can assist you with the answers to these critical questions along with other information on the company and the industry. This will provide you with the opportunity to make an informed decision and create a blueprint for a profitable, successful acquisition.

We can assist you to:

Evaluate and analyze the historic information on the company.
Estimate the company's future earnings capability and financial position.
Analyze market value to provide a baseline for determining how much to pay.
Assist with the tax implications on the structure purchase price and deal terms.
Prepare projections for the acquisition's performance and bottom-line return based upon the price, deal terms, financing and new operating assumptions.
Estimate the Internal Rate of Return to investors.

After you are satisfied with the business on paper and an offer is accepted, we will assist you with the due diligence on the company to test the underlying records and systems of the business.

For information about our Mergers & Acquisition services, please contact us at:

          8045 Corporate Center Drive, Suite 100
          Charlotte, NC 28226
          Telephone (704) 544-7600 / (888) 554-8404