Merger & Acquisition Planning and Due Diligence

Tough decisions about acquisitions require a great deal of information gathering and analysis. There are many complex issues that need to be resolved in assessing either the acquisition of a potential PEG portfolio company or a VC investment in an earlier stage enterprise. The mission of WS+B's Transaction Advisory Team is to place you in a position of strength by "uncomplicating" the process and providing you with the facts needed to properly evaluate and execute any deal. Our specialists are experienced professionals who can assist you with:

• Structuring and support to help you negotiate the transaction
• Valuing the business
• Performing due diligence
• Operational, tax, financial and risk issues
• Facilitating communication among concerned parties

In addition, when it comes to finding financing in today's economy, having the right network of resources means everything. We maintain an extensive network of traditional banking, asset based lending and investment banking relationships to meet the requirements of a transaction.

SERVICES TO PORTFOLIO COMPANIES

Accounting and Audit Services

• Start up company accounting (when we do not perform attest work)
• Beginning balance sheets and purchase price allocations
• Annual audits or reviews of financial statements and (in accordance with GAAP or IFRS)
• Financial and regulatory reporting assistance
• Audits of employee benefit and retirement plans

• Preparation of corporate federal and state tax returns (including K-1 reporting)
• Tax consulting on any International, Federal or state matters

• First 100 days guidance and support
• Financial systems for small and medium sized buisiness
• TransactReady^TM for divestitures (including SOX compliance, where required)
• Dashboard development

SERVICES TO INVESTMENT FUNDS

We understand that investment organizations and their related management company are particularly sensitive to critical reporting deadlines to investors. Whether a private equity, venture capital or hedge fund, the WS+B Financial Services Group can help your organization meet your goals with timely, responsive and proactive support. We are up-to-the-minute in financial reporting issues and relevant regulatory requirements and standards. Our reliable, "no-surprises" approach makes us the firm of choice that helps many leading private equity firms, venture capitalists and hedge funds achieve a position of strength.