Summing It Up

Topic: Transaction Advisory Services

Learn How Common Normalizing Adjustments are Handled in Financial Due Diligence

By Joe Aquino, CPA, CVA and David Mancuso, CPA on June 28, 2021

When it’s time for investors to consider a target company’s current financial position and historical financial performance, they turn to financial due diligence and quality of earnings...

4 Essential Due Diligence Steps to Ensure a Successful Transaction

By David Mancuso, CPA on October 27, 2020

Whether you are a potential buyer or seller in a deal, it is essential that you understand all aspects of financial due diligence. With a comprehensive understanding of the issues at hand,...

Analyzing a Target’s Customer Base – A Vital Step in the Due Diligence Process

By David Mancuso, CPA on March 17, 2020

Revenue and value are of paramount importance to successful business owners, as well as potential acquirers of companies. However, without a strong customer base, target companies would be...

The Impact of Revenue Recognition on M&A Transactions—What You Need to Know

By Patrick Clancy, CPA, CFE on March 3, 2020

Acquisitions are often priced based on earnings, which are directly impacted by revenues. During the course of financial due diligence for a potential acquisition, there are several...

Balance Sheet Due Diligence—Where Does It Stand When Determining Financial Position?

By David Mancuso, CPA on February 3, 2020

When conducting a quality of earnings analysis as part of a due diligence process, a company’s balance sheet may seem like a secondary consideration when compared to income, expenses and...

The Clock is Ticking: Why Contractors Should Comply With FASB’s New Accounting Standards

By Tom Berical, CPA on December 9, 2019

Companies who do business in industries like construction, manufacturing and real estate are heavily impacted by the new revenue recognition rules imposed by the Financial Accounting...

Which Business Records Should You Retain and For How Long?

Outsourced Bookkeeping Technology by MAXIS^®

Business Budget Planning Basics Every Business Owner Should Know

Entity Level Controls: Five Issues Caused by Weak or Non-Existent Controls in Place

Capital Improvement vs Repair: What the New York Construction Industry Needs to Know

The 4-Part Test to Qualify for the R&D Tax Credit

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Topic: Transaction Advisory Services

Learn How Common Normalizing Adjustments are Handled in Financial Due Diligence

4 Essential Due Diligence Steps to Ensure a Successful Transaction

Analyzing a Target’s Customer Base – A Vital Step in the Due Diligence Process

The Impact of Revenue Recognition on M&A Transactions—What You Need to Know

Balance Sheet Due Diligence—Where Does It Stand When Determining Financial Position?

The Clock is Ticking: Why Contractors Should Comply With FASB’s New Accounting Standards

Stay up to date

Which Business Records Should You Retain and For How Long?

Outsourced Bookkeeping Technology by MAXIS®

Business Budget Planning Basics Every Business Owner Should Know

Entity Level Controls: Five Issues Caused by Weak or Non-Existent Controls in Place

Capital Improvement vs Repair: What the New York Construction Industry Needs to Know

The 4-Part Test to Qualify for the R&D Tax Credit

Summing It Up listing page

Topics

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Topic: Transaction Advisory Services

Learn How Common Normalizing Adjustments are Handled in Financial Due Diligence

4 Essential Due Diligence Steps to Ensure a Successful Transaction

Analyzing a Target’s Customer Base – A Vital Step in the Due Diligence Process

The Impact of Revenue Recognition on M&A Transactions—What You Need to Know

Balance Sheet Due Diligence—Where Does It Stand When Determining Financial Position?

The Clock is Ticking: Why Contractors Should Comply With FASB’s New Accounting Standards

Stay up to date

Outsourced Bookkeeping Technology by MAXIS^®