Make Informed Business Decisions with Help from EHTC’s Advisory Services Team!

At EHTC, we provide more than accounting and tax support for our individual and business clients; we are a full-service CPA firm with a robust, knowledgeable Advisory Services team that has special expertise in valuation and business transactions.

Are you considering acquiring or selling a business? Or, are you in the process of creating a succession plan? You need a qualified advisor in your corner to provide insight and help you make informed decisions. Look no further than the team at EHTC for such services as business valuation, tax and financial due diligence, transaction structure, and related merger and acquisition needs.

Let’s look first at our Valuation Services. For more than 30 years, we’ve provided our clients with defendable, accurate, and independent value conclusions. Our Accredited Senior Appraisers and Certified Valuation Analysts can present a comprehensive analysis of your company's value and provide a detailed explanation of the report upon completion, so you can fully comprehend the value of your business.

We respect the time, energy, and effort it took to grow your company to the successful and valuable enterprise it is today. And, when it’s time to consider what next, we’re here to help maximize the sale price of your business, or prepare a tax-basis valuation to facilitate gifting of equity to the next generation.

Our Valuation Services also include financial reporting, tax reporting, and management planning.

When it comes to a sale, merger, or acquisition, that’s where EHTC’s Advisory Services team digs into the details. We’ve been involved in 300-plus mergers and acquisitions across a breadth of industries, making us well versed in the process—from planning to completion.

Whether you’re on the buying or selling side of the transaction, we’ll examine financial performance, known and unknown tax liabilities, and working capital needs. These are complex and sophisticated exercises that we’re well equipped to handle. We’ll walk you through the process to ensure you have a thorough financial and tax analysis for your transaction, with a focus on managing risk and maximizing value.

Our Advisory Services include:

  • Tax Due Diligence. We’ll perform a comprehensive investigation of the different types of taxes that could be imposed on your business—including income, payroll and employment, and sales taxes—with the goal of detecting potential tax exposures.

  • Tax Structuring. Our experts have strategies to help reduce direct and indirect tax costs that you or your business might be required to pay. We’ll evaluate your financial operations, as well as your personal and business assets, to help you avoid penalties.

  • Adjusted EBITDA Calculations. A critical step in identifying the value of a company for transactions such as mergers and acquisitions, these calculations compare your company with similar companies, as well as your with your industry as a whole. 

As part of our Transaction Advisory services, we can also assess quality of earnings, perform business succession planning, and more.

Wherever you’re taking your business, EHTC’s Advisory Services team has the knowledge and dedication to help you achieve your goals. Contact us today to learn more!

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