Accounting and Assurance

Transaction Services

BKD Provides Solutions for Transaction Services

Whether you’re buying or selling, you want valuable insight before transacting and committing your capital, energy and reputation.

BKD's dedicated team of trusted advisors have completed due diligence engagements on billions of dollars in transactions across a wide range of industries. That means we can help identify the opportunities and challenges you could encounter in your transaction and provide meaningful insights. Whether you’re a private equity group or a corporation, our due diligence can help you better execute the deal.

Regardless of size or location, we can help you understand a company’s strengths, weaknesses, potential risk areas and improvement opportunities to assist in your transaction decision. If your transaction crosses national boundaries, BKD has a global reach as part of Praxity, AISBL. Domestically, our expertise shines when it comes to completing transactions in the lower and middle markets.

Our approach is flexible and tailored to your specific needs. Reach out to discover how we can help you with your transaction services needs.
 

Buy-Side Due Diligence

When evaluating an acquisition, you need a team of professionals that understands the complexities of your pending transaction, and the experience that allows a consultative—rather than cookie-cutter—approach. BKD’s buy-side due diligence is flexible and tailored to your specific needs. We will work with you to help determine the appropriate scope of work tailored to your thesis of the company’s value drivers.

Typical areas of focus include:

  • Understanding company background and value drivers 
  • Assessing the quality of earnings and cash flow
  • Analyzing company historical performance
  • Analyzing financial projections 
  • Understanding net working capital 
  • Analyzing balance sheet movements and quality
  • Assessing the internal control environment and accounting policies
  • Understanding tax exposures and identifying structuring preferences
     

Sell-Side Due Diligence

If you’re selling a business, or even a piece of it, you also need to anticipate the risks and issues that will arise from the buyer’s perspective. Being prepared is the key to capturing the full strategic value of a sale. Our transaction services team can assist you in all phases of a divestiture. We offer insight to help prevent surprises from occurring later in the sales process and present information that’s clear, credible and accurate.

Our sell-side due diligence services are:

  • Flexible and tailored to your needs
  • Focused on areas commonly addressed in buy-side diligence
  • Complementary to your investment banker and auditors
     

Other Tax Diligence & Transaction Structuring

When contemplating a transaction, tax considerations should be paramount. BKD’s transaction tax team has experience helping buyers and sellers navigate the potential tax compliance exposures and design a favorable transaction structure.

Typical areas of focus include:

  • Performing federal, state and local, sales and use and international tax due diligence to assess where successor tax liability risks could apply
  • Reading and analyzing transaction structures and making recommendations on favorable post-closing organizational tax structures
  • Modeling corporate, limited liability company and partnership deal consequences 
     

How can we help you?

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Locations

We have 38 offices in 17 states, with trusted advisors who offer solutions for clients across the country.

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