Transactional Services

Transactional Services

Mergers and acquisitions are some of the most complex undertakings in the business sphere. The Pun Group can help guide you through the entire process, from evaluating potential acquistions to completing the transaction to performing the valuation to advising you on post-merger requirements. There is no one-size-fits-all approach to transactional services. We tailor our services to meet the specific needs of each client’s specific undertaking. Our professionals will develop a deep understanding of your company, the portfolio company, and the requirements for joining the companies together.

Our transactional services include the following:

Evaluating the investment

  • Financial due diligence:
    • Quality of earnings reviews which include reviews of:
      • External Auditor Workpapers
      • Customer and Vendor Relationships
      • Financial Projections
      • Management Information Systems
      • Compensation and Benefits Contract
      • Contingency Analysis
      • Corporate Governance Functions
      • Internal Controls
      • Analysis of Industry Trends and Market Outlook
      • Analysis of Working Capital and Cash Flow Requirements
  • Accounting
  • Tax
  • Operations reviews
  • Human resources
  • Benefit plan services
  • IT and integration

Making the transaction

  • Strategic mergers and acquisitions
  • Deal and tax structuring
  • Merger information
  • Business valuations
  • Opening balance sheet audits
  • Working capital adjustments
  • Purchase price disputes

Advising the portfolio company

  • Audit and tax service
  • Internal audit
  • Operations performance reviews
  • Corporate governance
  • Benefit plan services

Selling the portfolio company

  • Reverse due diligence
  • Sell-side consulting
  • IPOs
  • Tax structuring

Transaction Advisory Services

  • Asset and Stock Sale Comparisons
  • 338 h(10) Elections
  • Tax Minimization Strategies
  • State & Local Tax Analysis and Planning
  • Transaction Financing Assistance
  • Analysis of Securities and Exchange Commission Requirements
  • Review of Asset and Stock Purchase Agreements
  • Tax Attribute Preservation
  • Sell-Side Exit Strategies
  • Sell-Side Preparation of Business or Division to be Sold
  • Business Combinations, Recapitalizations, Leveraged Buyouts and Reverse Mergers

Valuation Services

  • Purchase Price Allocations
  • Asset Impairment Analyses
  • Enterprise Valuation

Post-Transaction Support

  • Post-Closing Adjustments
  • Profitability Analyses
  • Tax Compliance
  • Financial Statement Audits

Service Beyond the Bottom Line

Get an answer that moves you forward and goes beyond just the numbers.