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Financial & Business Advisory

Optimize your financial health with tailored financial and business advisory services, strategically focused on empowering business leaders, entrepreneurs, and investors.

Our Transaction Advisory Services

Risks to your transaction may come from financial, operational, technology, or tax exposures and may be hidden from an untrained eye. Transactional success ultimately depends on your ability to accurately and efficiently identify risks and value. Our approach goes beyond standard financial due diligence to uncover target value and assess risks with precision. For those who are looking to acquire companies to those who are selling a family business. The goal remains consistent, to maximize the value of the company, for the owners or acquirers. Navigating the potential of risks—be it financial, operational, technological, or tax-related—is a task for experienced professionals.

Buyer - M&A Advisory

CPA financial transactional advisory - buyer M&A
Engaging early with our financial advisory is a strategic move for a successful acquisition. We guide you through the complexities of buy-side transactions, ensuring a smooth process. We provide relief from the outset, by helping enhance your acquisition strategy, conduct thorough financial due diligence, optimize deal structure, and assist in post-acquisition financial integration. For buyers, our suite of services include:
  • Financial Due Diligence / Quality of Earnings: Detailed financial and operational analysis, focusing on the Quality of Earnings, Net Working Capital, and forecasting management needs.
  • Strategy & Financial Modeling: Crafting financial strategies and refining operating models.
  • Income Tax Optimization: Customizing acquisition structures to minimize tax liabilities and maximize tax benefits, as well as strategic purchase price allocation analysis for goodwill.
  • Integration Support: Post-acquisition guidance with strategic plans to ensure you realize the full potential of your acquisition.

Seller - M&A Advisory

CPA financial transactional advisory - seller M&A
Early collaboration with our financial advisory team can significantly pay off. We prepare you for market by resolving any accounting or financial reporting complexities. The earlier you engage us, the more we can assist you in improving earnings performance, cash management, financial strategies, and preparing for transaction. For sellers, our suite of services include:
  • Finance & Strategy: Assist in developing a strategy that aligns with your ambitions, goals, and earnings capacity.
  • Income Tax Optimization: Tailoring sale structures to minimize tax liabilities, maximize after-tax cash, gross-up sales price, and performing strategic purchase price allocation analysis.
  • Financial Due Diligence / Quality of Earnings: Detailed financial and operational analysis, focusing on the Quality of Earnings, Net Working Capital, and forecasting management needs.
  • Other Transactional Services: Ensuring transaction fluidity, managing information exchange, and aiding in the due diligence process.
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Business Transformation & Integration

Hidden within every business, whether thriving or surviving, lies untapped value. Whether your business is meeting expectations or consistently missing targets, seizing improvement opportunities to improve organizational performance and maximize value are essential. Your management team may be well-suited to run your organization. But uncovering the key to maximizing value within your company requires diverse skills and significant expertise. We target business transformation & integration in three pivotal areas – operations management, business strategies, and financial analytics.

Business Consulting

In the volatile business realm of the small and middle market businesses, readiness is key. External pressures are constantly there, whether from owners, regulators, competitors, and technology. Even the most successful businesses are often preparing to quickly adapt to changing conditions. Our business consulting services empower your company to improve operational efficiency, align strategy with execution, maximize return on investments, and strategically plan for future, including M&A activities.

Testimonials

Luis, a business owner in the home service industry, was contemplating retirement and selling his business when he contacted us for our tax advisory services. Luis quickly realized the value of our comprehensive suite of offerings. He engaged us for tax services, accounting, fractional CFO, and financial advisory, he was committed to optimizing his business for sale. Our first step was to conduct a thorough financial analysis and implement strategic tax planning to maximize his after-tax proceeds from the potential sale. Then through meticulous bookkeeping, introduction of innovative pricing strategies, new cash flow management system, we transformed his financials within two years. The result? An astonishing 89% increase in total revenues and a 60% boost in EBITDA within just two years. Luis eventually sold his business for $5,850,000, realizing an additional $2,850,000 in business value after partnering with us.
Luis – Austin, TX, Home Service Business OwnerFinancial Advisory services led to a $2,850,000 increase in business value | Elevated total revenues by 89% and EBITDA by 60% in two years.

Frequently Asked Questions (FAQs)

Do you provide a financial diligence or Quality of Earnings report for those acquiring or selling a business or business segment?

Yes, we provide a QoE comprehensive financial analysis. We analyze EBITDA, Adjusted EBITDA, SDE, Customer Relationships, Vendor Relationships, Working Capital analysis, and much more.

Do you provide income tax diligence, tax benefit, or after-tax cash proceeds analysis for business sales and business acquisitions?

Yes, we’re experienced in tax strategies, we provide income tax diligence, tax benefit analysis, after-tax cash analysis, pre-and-post transaction tax structuring, sales tax and operational tax analysis, and much more.

About

JG CPA & Advisory, P.A., is a CPA and advisory firm that specializes in tax, accounting, fractional CFO, and advisory solutions. We cater to a diverse clientele of business leaders, entrepreneurs, and investors. We have a team of experts strategically positioned across the USA, we deliver nationwide service that empowers you to achieve your financial goals.

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