Holtzman offers strategic buyers, sellers, private equity firms, family offices, and lenders a tailored approach to financial, tax, and IT due diligence to best identify risks and opportunities and maximize the value of merger and acquisition (M&A) transactions. We start by understanding our client’s objectives and investment thesis and bring an independent perspective to increase the likelihood of a successful M&A transaction.

M&A transaction advisory services include:

• Deal structure optimization (tax planning)
• Quality of earnings (QofE)
• Working capital analysis
• Earnings normalization
• Balance sheet analysis
• Technical revenue recognition
• Validation of management assumptions
• Analysis over integrity and strength of internal controls
• Evaluation of the adequacy of accounting and financial staff
• Identification of integration risks
• Opening balance sheet and purchase accounting
• Post-acquisition accounting integration
• IT systems due diligence

Getting ready to list your shares publicly for the first time is a major milestone. But it’s also a major source of stress, as founders and executives are tasked with the multiple workstreams involved in preparing for life as a public company.

With so much on the line, the last thing you want to do is embark on this complex journey on your own. When you partner with our team, you won’t have to. We’ll work with you hand-in-hand to put you in the best position to pull off a successful IPO.

Our technical accounting consulting and assistance helps companies who are faced with implementing new or complex accounting standards. Since accounting rules can be difficult to interpret, even for seasoned veterans, our experienced team offers the following technical accounting services:

• Analysis of revenue recognition transactions and models
• Purchase accounting
• Stock-based compensation consulting
• Private company rules changes

We augment our clients’ bench with the resources and project management skills to bring an issue to closure. If you need specific resources, we can enhance or backfill your staff for a period of time. The result is less disruption for your team, increased confidence, and improved timeliness and accuracy.

Our firm maintains a talented group of IT professionals with a combination of technical and audit experience which rivals that of large international accounting and consulting firms. This experience includes performing reviews and evaluations of:

• User access to and roles within IT systems
• Logical security around a company’s IT environment
• Changes to systems and applications
• Backup of applications and data files
• IT controls upon the implementation of a new IT system
• Process flows to identify efficiencies and reduce risk

Each project can be tailored to meet the specific requirements of management. Although each project is unique, we generally utilize benchmarking templates from similar engagements at other companies to help ensure that each project addresses each area of risk.

Since IT systems proliferate throughout an organization and can therefore impact almost all areas of a company’s business, evaluations of IT control structure can have a profound impact on a company’s overall control environment. Our firm has the experience to perform these evaluations and add value to help strengthen that control environment.