Mergers & Acquisitions

We Offer Expertise and Trusted Guidance through Every Crucial Step

Mergers and acquisitions present many complexities. Rowbotham & Company provides the experience and expertise to advise you on the best course of action from among your alternatives, and guide your project to a successful conclusion.

Rowbotham & Co Mergers and Acquisitions Services:

Due Diligence for Purchaser or Seller

  • Tax and business analysis
  • Preserving tax carryover & attributes
  • Section 338 election and basis step-up
  • State and local tax registrations
  • Buy-Sell agreements
  • Review for tax issues and risk analysis
  • Review tax provisions for client
  • Current and future tax issues
  • Optimal method of merging or selling
  • Negotiations for mergers or acquisitions
  • Representation re: financial analysis of deals

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Liquidations: Implementation and Compliance

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Tax Accounting Concerns

  • Tax accounting concerns:
    • Tax utilization of past years' losses
    • Tax accounting research
    • Capitalization issues
    • Unicap analysis
  • Asset acquisition and cost segregation reviews
  • R&D tax credit reviews

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Compensation and Benefits

  • Executive stock option plans - review and implementation
  • Corporate board and employee presentations
  • Benchmarking for industry
  • Section 125 benefit plans
  • 401(k) plan implementation

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Discussions with SEC and Legal Counsel on GAAP Reporting

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To discuss about our mergers and acquisitions services, call Rowbotham & Company at +1(415) 433-1177.

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