Mergers & Acquisitions Services

Mergers & Acquisitions Services

Office Support Services delivers expert M&A advisory services that guide business owners through complex transactions. Our team combines financial expertise with strategic insight to help you navigate acquisitions, divestitures, and mergers with confidence and optimal outcomes.

Mergers & Acquisitions Service Options

We offer tailored M&A service packages to meet your specific transaction needs.

Each engagement is led by experienced M&A advisors who understand the unique challenges and opportunities of middle-market transactions across diverse industries.

Full-Service Transaction Advisory

Complete end-to-end advisory services from strategy through closing and integration.

Transaction Support

Focused assistance with specific elements of a transaction where you need specialized expertise.

M&A Readiness

Preparation services to position your business for future transaction opportunities.

Buy-Side Advisory Services

Acquisition Strategy Development

  • Growth-through-acquisition planning
  • Target criteria development
  • Market and industry analysis
  • Target identification and screening
  • Initial outreach and opportunity qualification
  • Acquisition financing strategy

Due Diligence Management

  • Comprehensive financial due diligence
  • Quality of earnings analysis
  • Working capital assessment
  • Financial model validation
  • Synergy quantification
  • Risk identification and mitigation
  • Integration planning financial support

Transaction Execution

  • Valuation and offer development
  • Deal structure optimization
  • Letter of intent preparation
  • Purchase agreement financial terms negotiation
  • Closing condition management
  • Working capital and purchase price adjustment negotiation
  • Closing process management

Sell-Side Advisory Services

Exit Preparation

  • Pre-sale business assessment
  • Value enhancement initiatives
  • Financial documentation preparation
  • Sell-side due diligence
  • Information memorandum development
  • Management presentation preparation
  • Virtual data room organization

Marketing & Buyer Development

  • Buyer targeting and research
  • Confidential marketing strategy
  • Buyer qualification and prioritization
  • Competitive bidding process management
  • Buyer communication management
  • Value proposition articulation
  • Deal positioning strategy

Transaction Negotiation & Closing

  • Offer evaluation and comparison
  • Deal structure optimization
  • Letter of intent negotiation
  • Deal term negotiation support
  • Purchase agreement review
  • Working capital target negotiation
  • Closing process management
  • Post-closing adjustment negotiation

Transaction Support Services

Deal Structure Analysis

  • Tax-efficient structure planning
  • Entity structure recommendations
  • Asset vs. stock transaction analysis
  • Earnout structure design and modeling
  • Seller financing analysis
  • Rollover equity structuring
  • Post-closing operational structure planning

Financial Modeling

  • Acquisition financial impact analysis
  • Pro forma financial statement development
  • Debt service capability analysis
  • Return on investment projection
  • Integration financial planning
  • Synergy realization modeling
  • Scenario and sensitivity analysis

Post-Transaction Support

  • Integration financial planning
  • Purchase price allocation support
  • Transition service agreement management
  • Performance tracking against transaction model
  • Earnout calculation and negotiation
  • Working capital adjustment finalization
  • 100-day plan financial initiatives

WE ARE HERE TO HELP YOU

Some Services Empowering our clients

”Accounting

Bookkeeping & Accounting

Our comprehensive bookkeeping and accounting services ensure your financial foundation is accurate and up-to-date.

We handle:

  • Monthly financial statements
  • Accounts payable and receivable management
  • Financial record maintenance and reconciliation
  • Tax preparation and filing
  • Financial reporting and analysis
  • Quickbooks Certified Pro Advisors, Support and Training
  • Quickbooks Setup & Installation
  • Quickbooks Cloud Hosting
  • Quickbooks Training One-on One Training Sessions
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Fractional CFO Services

Access C-suite financial expertise without the full-time executive cost.

  • Strategic financial planning
  • Cash flow management and forecasting
  • Budget development and monitoring
  • Financial risk assessment
  • Growth strategy financial modeling
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Payroll Services

Focus on running your business while we manage your payroll.

  • Complete payroll processing
  • Tax withholding and compliance
  • Benefits administration
  • Year-end reporting and W-2 preparation
  • Multi-state payroll management
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Business Valuation

Know your company's true worth with our expert valuation services.

  • Comprehensive business valuations
  • Value driver identification
  • Improvement strategies to increase company worth
  • Regular valuation updates
  • Exit readiness assessments
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Mergers & Acquisitions

Whether buying or selling, our M&A expertise ensures optimal outcomes.

  • Buy-side and sell-side advisory
  • Due diligence management
  • Deal structuring and negotiation support
  • Post-merger integration planning
  • Transaction financial analysis
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Contact Us

Request a consultation

Ready to elevate your business financial management? Let’s talk about how OSS can support your business journey.

Schedule a complimentary consultation to discuss your specific needs and how our services can help you achieve your business goals.

407-695-8326