Client support includes:

Financial due diligence:

• Conducting comprehensive reviews of historical and projected financial information.

• Assessing quality of earnings, working capital requirements, and cash flow sustainability.

• Identifying key financial risks, opportunities, and value drivers to support informed decision-making.

  
  

Tax due diligence:

• Evaluating federal, state, and local tax compliance and exposures.

• Reviewing historical filings, tax positions, and potential liabilities.

• Assessing the impact of tax structures on transaction value and providing strategies for optimization.

  
  

Transaction structuring:

• Collaborating with legal and financial advisors to ensure alignment of transaction strategies.

  
  

Post-transaction integration support:

• Assisting with opening balance sheet preparation and purchase price allocations.

• Advising on integration of financial reporting, controls, and tax compliance.

• Supporting transition planning to achieve operational and financial synergies.

Benefits for clients:

• Enhanced confidence in deal-making with clear visibility into risks and opportunities.

• Independent, objective insights that strengthen negotiation positions.

• Strategic support before, during, and after the transaction to maximize long-term value.

At Imerse, our Financial and Tax Due Diligence services help you navigate transactions with clarity and confidence. Whether you are buying, selling, or restructuring, we deliver the insights you need to make informed decisions and achieve successful outcomes.