Accompanying transactions

Accompanying transactions requires an in-depth understanding of many aspects such as accounting, economics, finance, taxes, strategy, law and more. Our firm has professionals who specialize in these issues and have enjoyed accompanying dozens of transactions on both the seller and the buyer's side, each transaction received the service package it needed. Our excellent employees make sure to accompany a transaction at a professional, pleasant level while striving for the best result for our client. In addition, our firm has existed for over 30 years, and as a result, the firm's roots are rooted in the Israeli economy. This fact allows us to get a full picture of the transaction we are accompanying, beyond the in-depth checks we perform. 

What services are customary when accompanying transactions?

The services should be divided into two parts of time, the first part of the time being the services that will be provided before signing the deal – these are the essential services and probably also the more important ones. After signing the transaction, there are additional services that need to be done but they vary according to the reporting policy of the buyer or seller, we will elaborate on this below.

Services before signing the transaction for the selling or purchasing party when accompanying transactions

• Valuation of the activity or company – We will evaluate the value of the company or activity being sold/acquired in a professional manner that will help you understand if the transaction is worthwhile.
• Financial Due Diligence –  We will focus on examining the financial data of the company or activity, and assessing the financial risks associated with the transaction. The examination includes the analysis of financial data, including income, expenses, assets, debts, employees, etc. The purpose of the examination is to identify the financial risks associated with the activity or transaction and to assist in understanding the monetary value of the activity or company.
• Accounting due diligence –  We will focus on examining the numerical data of the company or activity, and assessing the financial risks associated with the invoices and accounting procedures of the company or activity. The examination includes the analysis of financial data, including balance sheet, profit and loss statement and production of financial statements, the purpose of the examination is to identify the financial risks associated with the invoices and accounting procedures of the company or activity.
• Commercial Due Diligence –  We will conduct market review, investigation and analysis of a variety of information sources to assess the correctness of your commercial and economic assumptions about the transaction. 
• Tax due diligence – the examination assesses the tax risks (exposures) and tax rights accompanying the transaction. We will conduct a comprehensive investigation and analyze the target company's tax history, including tax arrangements, reports to the tax authorities and more. Tax exposures may affect the existence and value of a transaction, so tax due diligence is essential for successful commercial transactions.
• Support and accompaniment in negotiations.
• Initiating and locating transactions.
• Advising on purchase or sale agreements.
• Examining the manner of financing the transaction alongside the buyer.
• Background checks.

Servicesaftersigning the transaction –  accompanying transactions

•  Acquisition Cost Allocation (PPA) – In accordance with the accounting reporting provisions applicable to the acquiring company, we will be able to make a purchase cost allocation while allocating it to intangible assets.
•  Building a new business plan that will advance the economic and strategic goals of the business.

What services should you take towards a deal?

The answer varies from transaction to transaction, whether you are the seller or buyer, what business/activity is sold, the size of the transaction and many other circumstantial variables for each and every transaction. The more tests you do, the better the success of the transaction, so this is a consideration you should consider.

Our firm has extensive experience in accompanying transactions, we have accompanied many transactions of various types and have always succeeded in safeguarding the interests of our clients. If you are facing a significant business juncture in your life, debating whether to buy or sell a business, you are welcome to contact us and we will provide you with an escort package that will exactly suit your needs with an emphasis on providing optimal results for you.