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Mergers & Acquisitions: Due Diligence & Your Advisory Team

  Arthur F. Rothberg, Managing Director, CFO Edge, LLC  
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  Article Summary  
In our last article, we looked at the potential benefits of growing your company through a merger with or acquisition of another business. A merger or acquisition may enable you to achieve rapid growth very quickly when compared with organic growth, which usually occurs more slowly and steadily over time.

Here we take a closer look at the merger and acquisition process itself—in particular, how CEOs and CFOs should conduct due diligence in searching for merger and acquisition candidates, and how to assemble a strong advisory team of M&A experts.

In this article, the section on due diligence includes comments on earnings and cash flow, customer contracts, the management team, customer concentrations, receivables and capital equipment. The section on the advisory team offers suggestions regarding the roles of banker, business broker, CPA and attorney.

For Los Angeles and Southern California executives considering a merger or acquisition, an outsourced CFO services provider can also play a vital role. He or she can provide expert financial assistance and in-depth analysis of any potential deals, as well as help perform detailed financial due diligence. Perhaps most importantly, an outsourced CFO services provider can offer perspective and input from someone outside your firm, thus helping you view the transaction from a more objective perspective.

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