Corporate Finance Advisory I Meaden & Moore

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Leverage Our Vast Experience

In addition, we have firmly rooted relationships with commercial banks, mezzanine lenders, private and institutional capital providers, and organizations that implement government-funded financial assistance programs.

These relationships increase our ability to obtain financing for acquisition, growth, and ownership transitions.

Succession Planning and Exit Strategy for Your Family Business

It may seem like you have a lot of time to prepare, but you never know when and how you will need to exit your business. Get our guide that will walk you through the steps of your business succession plan.

Meaden & Moore advisor discussing succession planning with client

Getting the Deal Done Right

Transaction Advisory Services

As companies seek new avenues of growth via mergers, acquisitions, or other sources of investment capital, demand is resurging for thorough, intelligent, and objective transaction advice.

At Meaden & Moore, our advisory professionals leverage proven principles and disciplines based on careful analysis and keen market insights to deliver end-to-end transaction solutions. By working hard today to fully understand a deal, we can identify how the transaction will impact your business in the future.

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Dedicated Resources

Delivering quality, accuracy, and speed in today’s complex merger and acquisition market, the Meaden & Moore professionals help meet the capital and acquisition requirements of the middle market, including:

Transaction structuring
Acquisitions and divestitures
Expansion financing
Pre- and post-integration services
Due diligence/quality of earnings
Business valuations
Recapitalization
Business restructuring
Ownership transition
Tax consulting and structuring

Revealing True Value

Business Valuation Services

Valuing a company requires more than simply applying technical models. It also requires a complete understanding of business operations, economic conditions and tax laws, and knowledge of the current capital markets. You can trust us to be well versed in all these areas – and more.

Meaden & Moore provides sound, realistic services and strategies that help organizations like yours successfully meet their long-range goals. We deliver comprehensive reports based on a combination of technical skills and practical experience. All of our valuation methods adhere to the standards created by professional valuation organizations.

Meaden & Moore professionals discussing business valuation services in office common area

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Fully Certified

Our business valuation services are used in a variety of ways including:

Acquisitions and divestitures
Estate and gift planning
Goodwill impairment testing
Litigation support
Buy/sell agreements
Employee stock ownership plans (ESOPs)
Built-in gains
Minority shareholder disputes
Business damages
Stock incentive programs

A Simple Introduction to Valuation

Valuations are necessary for many tax-related matters as well as various transactional settings, however, they require more than simply applying technical models. Valuation is also about understanding business operations, economic conditions, and tax laws.

Revealing All the Details

Due Diligence

An ever-increasing number of companies attempt to foster growth via mergers, acquisitions, and investment capital. What recent research shows, however, is that up to 50% of all business combination efforts fail. In light of this fact, the importance of comprehensive due diligence, coupled with sound corporate financial planning, is more important now than ever before. During a financial due diligence project, an entity undergoes a complete financial health examination – the result being a holistic view of the business and its value drivers.

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Benefits of Working with Us

When you work with Meaden & Moore for your next due diligence project, you’ll benefit from a complete investigation and detailed report that focuses on high-priority issues such as:

Quality of cash flows, both historic and projected
Operating assets and liabilities
Overall accounting systems
Internal controls and physical inventory

Getting the Capital You Need

Financing Assistance

When raising capital, you must consider the type of funds required, possible sources, and payment terms that are consistent with your business objectives. In addition, you must also fully understand the risk involved with each source before committing to the transaction. Presenting a company in a fair and realistic manner is critical to successfully raising capital. Identifying organizations that might want to fund a particular venture is another key success factor. Rather than navigate the capital-raising waters alone, Meaden & Moore can help.

Meaden & Moore finance professional smiling and sitting at desk with laptop

Meaden & Moore finance professional sitting at conference table with computer

Our Financing Assistance Services

Meaden & Moore professionals are available to provide a complete portfolio of financing assistance services, including:

Advice on alternative sources, structures, and means of financing
Comprehensive preparation of financial forecasts and projections
Experienced assistance in presenting requests to lenders and investors
A comprehensive evaluation of financing proposals

Industry-Leading Insights

Delivering insights and points of view on vital news, strategies to consider, technology developments, and current topics that are important to your business and personal financial success. Check here for content on transaction advisory services and valuing your business from Meaden & Moore professionals.

IRS Halts Processing of New Employee Retention Credit (ERC) Claims – What Now?

Where Is My Employee Retention Credit (ERC) Refund? Part 2

How to Prepare for an Audit of Your Employee Retention Credit (ERC)

Defining Your Employee Benefits Strategy

Answers to Common Questions About ESOPs

Answers to Common Questions About Employee Retention Credits (ERCs)

How to Calculate Return on Equity (ROE) with the DuPont Formula

DOL Issues Changes to Benefit Plan Audit Requirements and Form 5500

How Do ESOPs Work and How Well Do They Perform for Employees

Secure Act 2.0—Changes to Retirement Plans

Construction Industry Economic Outlook Presented by FMI

Where Is My Employee Retention Credit (ERC) Refund?

Cybersecurity for Employee Benefit Plans

Claiming the Employee Retention Tax Credit Using Form 941-X

Lease Standard ASC 842 Implementation Solutions

Proposed Regs for Inherited IRAs Bring Unwelcome Surprises

Benefit Plan Considerations Your Organization Should Consider in the Current Talent Climate

PCAOB's 2021 Conversations with Audit Committee Chairs

What’s In Store if the SECURE Act 2.0 Gets Signed into Law?

WEBINAR: ESOP Repurchase Obligation - Considerations for 2022

Employee Retention Credit for Recovery Startup Businesses

Highlights of Accounting Lease Standard ASC 842

ESOP vs. Non-ESOP Companies: What’s the Difference?

Has the Coronavirus Pandemic Been Kind to ESOPs?

Utilize Internal Controls to Prevent Employee Fraud and Embezzlement

Why Industry 4.0 Represents the Future of Manufacturing

New Auditing Standard – SAS 136 will Impact Employee Benefit Plan Audits

IRS Issues Retirement Plan Limits for 2022, Pension Plan FAQs

Policy and Climate Change: Recent Actions and Their Impact on Accounting

State and Local Fiscal Recovery Funds - Compliance Overview

Advantages of Utilizing an ESOP In a Transition Strategy

Are You Thinking About Your ESOP Repurchase Obligation?

How to Guard Against the Most Common Cyberattacks

Journal Entries for Employee Retention Credits

Important Factors for Hiring Quality Employee Benefit Plan Auditors

New Employee Retention Credit Guidance - PPP Forgiveness Gross Receipts, Owner Wages, Employee Counts, Amended Income Tax Returns and More

SBA Streamlines Forgiveness for Smaller PPP Loans

Employee Plan Corrections: IRS Offers Updated Guidance

How to Improve Your Business Using Data Analytics

PPP Forgiveness and Repayment: What Businesses Need to Know Now

Managing Your Retirement Plan - How to Stay on Top of Complex Requirements

SECURE Act 2.0? How Retirement Plans Might Change

Diversity + Inclusion Spotlight - Pride Month

Diversity + Inclusion Spotlight - Empathy

Diversity + Inclusion Spotlight - Workplace Culture

ESOP Valuations - How 2020 Changed Things

Questions to Ask Yourself to Assess Your Cybersecurity Risk

WEBINAR: The Employee Retention Credit - Deep Dive into How to Qualify and Calculate

PPP Application Deadline Extended

Diversity + Inclusion Spotlight—Respectful Communication

Employee Retention Credits (ERC) – What Is a Partial Shutdown?

American Rescue Plan Act of 2021

Are you Eligible for the Employee Retention Credit?

PPP Revisions Target Smallest Businesses

Diversity + Inclusion Spotlight - Black History Month

WEBINAR: 2021 Economic Outlook and JobsOhio Incentive Programs

What Plan Sponsors Need to Be Thinking About in 2021

Sales and Use Tax Implications on Construction Contracts

Employee Retention Credits in 2021 – Considerations for Contractors

Fiduciary Risk Alert: Missing Plan Participants – DOL Offers Long-Awaited Guidance

Second Draw PPP Loans: How to Calculate Revenue and Maximum Loan Amounts Including What Documentation to Provide

WEBINAR: Stimulus Bill Overview – PPP is Back, Employee Retention Credits, and Much More

Additional Guidance from SBA for PPP Second Draw Loans - What Do I Need and When Can I Apply?

Employee Retention Credits (ERC) - Do You Qualify Now?

Stimulus Bill Update – PPP is Back for Another Round and Expenses are Tax-Deductible

WEBINAR: PPP Loans – An Update on What Bankers are Seeing as Loans get Processed

Benefit Plan Compliance Alert 2021: Are You Ready?

How to Implement an ESOP: 5 Decisions You Need to Make

Recent Legislation Created New Retirement Plan Opportunities for Small Businesses

SBA Audits of Paycheck Protection Program Loans – Questionnaire for Loans over $2 million

Starting an ESOP? Do These Three Things First

Accounting for Forgiveness of Paycheck Protection Program (PPP) Loans

Construction Accounting - Using Accounting Data to Help Project Managers Manage Their Projects

The ESOP Participant’s Guide to ESOP Funding Rules

WEBINAR: PPP Forgiveness Application Time – Are You and Your Bank Ready?

The IRS Issues Guidance on the Executive Action Deferring Payroll Taxes

Best Practices for ESOP Companies

WEBINAR with FMI: Imagining a Reimagined Future - US Construction Outlook Post COVID-19

PPP Loans - Timing of Recognition of Forgiveness

A Recap of CARES Act Changes for Defined Benefit Plans

PPP Forgiveness Covered Period Considerations – Longer Covered Period and More Expenses Could Cancel Out Reduced FTE and Salary Reduction Penalties

Internal Controls in the Age of the CARES Act

Can I use Data Analytics in my Business?

Updates and Revisions to PPP Loan Forgiveness – File Early, Reduced Business Safe Harbor

WEBINAR: Where Do We Go From Here?

Guidance Issued by the AICPA on Accounting and Reporting for PPP Loan Forgiveness

Should I use 8-weeks or 24-weeks for my PPP Loan Covered Period?

The Benefits of an ERP Audit in the COVID-19 Era

Should You Apply for PPP Loan Forgiveness Now?

PPP Loan Forgiveness Documentation Checklist

Cash flow considerations related to defined contribution retirement plans under COVID-19

Considerations on Accounting and Reporting for PPP Loan Forgiveness

What You Need to Consider as You Seek Loan Forgiveness – Q&A Highlights

PPP Loan Forgiveness Application Form Released

SBA Extends Repayment Deadline Until May 18, 2020

WEBINAR: How Your Organization Can Adjust to the New Normal

Working Capital Adjustments – Why and How?

The IRS Clarifies the Deductibility of PPP-Funded Expenses

SBA Extends the PPP Repayment Deadline for Self-Certification

Corporate Finance Planning & Advising You Can Trust

Looking to maximize your corporate value? Schedule a consultation with Meaden & Moore. Our corporate finance and advisory professionals maximize your corporate value by creating an easy-to-follow plan of action that helps reduce the effort and lower the risk of achieving your growth and diversification objectives.

Meaden & Moore advisory team meeting in the conference room

Meet Our Experts

At Meaden & Moore, our people are our most vital asset, providing the strength behind our reputation, technical excellence, and top-notch quality service. Wherever your business operates, you can count on the leaders at Meaden & Moore to provide the comprehensive services you need.

Lloyd W. W. Bell, III, CBA, CM&AA

Lloyd advises clients on the value of their privately-held business ...