Together we’ll create opportunities 

Our team can help negotiate better terms and improve value for businesses, emerging companies, and international entities, as well as venture capital, private equity, and hedge fund firms.   

We’re committed to addressing what matters most to you: 

• Correctly structuring an acquisition or reorganizing a commercial entity 
• Finding a beneficial tax structure for buyers or sellers, and understanding both the corporate and personal impact for the owners 
• Finding sound targets and analyzing their strengths and weaknesses 
• Identifying opportunities for improvement 
• Negotiating advantageous terms and minimizing post-deal surprises 
• Managing the post-deal integration process — particularly the initial 100 days 
• Identifying and selling non-core assets 
• Making major changes to improve long-term performance 

We assist a variety of client types, including:

• Business owners
• Closely held trust departments
• Dealerships
• Health care entities
• Private equity and venture capital groups
• Other industries
• Nonprofits

Experience our client-focused approach 

CLA’s integrated financial, tax, operational, human resources, and information technology due diligence teams have deep industry knowledge in many sectors, including health care, manufacturing and distribution, retail, financial services, and construction. 

We develop a full understanding of your business and the potential acquisition, then help make you aware of the full performance potential of the merged entity. In addition to outlining the sustainability of historical earnings, cash flows, and quality of assets, we also support your work on purchase agreement negotiations, integration challenges, and business performance opportunities. 

Transaction and restructuring support services 

• Business succession planning 
• Fair value measurement for financial reporting
• Financial due diligence
• Grant compliance services
• Investment management 
• IT due diligence 
• M&A advisory and investment banking
• Operational due diligence
• Outsourcing, including fund administration, finance, and accounting 
• Post-merger integration 
• Project management 
• Purchase price disputes 
• Sell-side due diligence 
• Talent solutions 
• Transaction tax 
• Valuation financial modeling 
• Working capital analysis 

Securities products, merger and acquisition services, and wealth advisory services are provided by CliftonLarsonAllen Wealth Advisors LLC, a federally registered investment advisor and member FINRA, SIPC.