How can I manage cash flow better?

Good cash flow management and forecasting are essential for maintaining the financial health of your business. Having a rolling 12-month forecast of revenues and expenses helps you proactively avoid shortfalls and capitalize on opportunities.

How can my business benefit from outsourced CFO services?

Outsourced CFO services, also known as fractional or virtual CFO services, let small and mid-size businesses leverage the deep financial expertise and strategic insights needed to accelerate growth and profitability for a fraction of the cost of hiring a full-time CFO. Key offerings include profitability analysis, cash flow forecasting, KPI benchmarking, and budgeting.

How can I ensure that I don’t pay more taxes than necessary?

Effective tax planning involves leveraging all available tax credits, avoiding unpleasant surprises, keeping up with changes in the law, and ensuring you pay only your fair share.

How can a CPA firm increase the profitability and value of my business?

When you partner with an accounting firm that offers advisory services, you will have the clear financial visibility needed to confidently make big decisions and drive profitable growth for your business.

What should I look for in an outsourced accounting firm?

Growing a business requires more than tax preparation and basic accounting services. You need a holistic and forward-looking approach to your financial health. For best results, look for a partner who employs a proven process and a diverse range of services tailored to optimize cash flow, increase profitability, and maximize the value of your business.

Sell-side Due Diligence & Acquisition Services

Sell-side Planning, Support & Due Diligence

You’ve spent decades growing your business. Selling it is one of the most significant financial decisions you will ever make. Whether you are contemplating your retirement or considering an unsolicited offer, careful planning, due diligence and expertise can ensure that you are proceeding from a position of strength.

Preparing to sell your business begins by understanding its true market value and identifying financial, operational or reporting issues that could reduce the purchase price in the eyes of a potential buyer. If your financial statements do not accurately reflect revenue, profitability, cash flow and overall performance, those discrepancies may surface during the due diligence process and weaken your negotiating position.

A comprehensive financial analysis can uncover risks before a potential buyer does. It allows you to identify opportunities to strengthen the business and helps you avoid accepting a deal that does not reflect the company’s full value. Addressing these issues early gives business owners stronger negotiating power and the opportunity to maximize the after-tax proceeds from the sale.

At Kirsch CPA Group, we provide the financial clarity and expertise that allow business owners to see the full picture of their business, anticipate buyer reservations, and strengthen areas of weakness.

Whether your transition plans involve:

Planning for the succession of your business upon retirement
Planning to transition your business to an ESOP
Considering an unsolicited offer to buy your business

We provide the financial transparency and analysis you need to ensure the highest valuation and the terms that meet your goals.

With Kirsch CPA Group, you get more than accounting support: you get a dedicated team focused on helping you navigate a path to your business and financial goals at every stage of the business life cycle.

Questions We Help Sellers Answer

How do I know what my selling price
should be?

How should the deal be structured?

What are my biggest risks?

What can I do to maximize value before I go to market?

What does my business look like from a buyer’s perspective?

What You Get

When you engage Kirsch CPA Group for sell-side due diligence, you gain:

Confidence in the
Selling Price

Independent pricing analysis and valuation support to ensure you are not leaving money on the table.

Identified Risk Exposure

Visibility into the factors that can drive an offer down, including compliance risks, concentration risks, and financial practices that can be red flags.

Ongoing Support

Ongoing business advisory support and succession planning keeps your business on track and aligned with your
long-term goals.

Negotiation Leverage

Clean financials and a clear understanding of the deal structure that aligns with
your goals.

No Surprises

Holistic accounting and tax support provide ongoing transparency into the health and value of your business at
every stage.

Experienced Team

When you partner with Kirsch CPA Group, you leverage decades of accounting and financial experience, as well as specialized industry expertise.

Proven Process

With a proven process of helping privately-held businesses grow and make better decisions, Kirsch CPA Group ensures you have the future-focused support you need to maximize the value of your business.

Financial Clarity

We conduct formal business valuations, acquisition planning, purchase price analysis and Quality of Earnings studies for confident decision-making backed by financial clarity.

How Our Process Works

Step 1: Strategic Discovery

What are your long-term goals? Is your current financial picture aligned with where you need to be to ensure a smooth and profitable exit or succession? Your objectives determine how we analyze the deal.

We begin with a structured discovery conversation to understand:

your current financial picture
your retirement goals
your long-term exit strategy –– both personally and for the business

Our process is built to ensure you have the support and financial visibility you need to negotiate the right price and terms for the sale of your business.

Step 2: Financial Review and Normalization of Earnings

What are the accurate, repeatable, and transferable earnings of your business?

Our team reviews financial statements, tax returns, cash flow trends and working capital needs. Our review includes:

An analysis of historic financials, tax returns and cash flow trends to create an accurate picture of performance
Normalization of earnings, including adjustments for non-recurring and one-time events

Step 3: Valuation Analysis

What are the factors that could negatively impact a prospective buyer’s evaluation of your business?

Our team looks beneath the surface to develop a true understanding of business value from an outside perspective. We analyze potential risks including:

Lease obligations – review of property, equipment and vehicle leases for length of term, escalation clauses, or hidden commitments that may impact future cash flow
Tax exposure from past filings or unrecorded liabilities
Customer or vendor concentration that creates dependence on just a few relationships

At the same time, we highlight opportunities for improvement, such as tax planning strategies, operational efficiencies, margin improvement, or cross-selling potential.

Step 4: Presale Due Diligence

A deep dive into your financial records will identify and resolve issues before they appear in a buyer’s due diligence report. Addressing these concerns before taking your business to the market puts you in a stronger position to negotiate for the purchase price and deal terms you need.

Our sell-side due diligence services are scaled to fit the size and complexity of your deal.

Step 5: Deal Structuring & Negotiation Support

We stay with you to the finish line with a financial analysis of the deal structure to ensure it aligns with your personal financial goals.

Step 6: Close and Transition Support

As a Kirsch client, you will have the ongoing holistic accounting support you need for closing and managing sale proceeds, including tax planning.

Client Success Example

The owner of a thriving animal control business received an unsolicited offer from a national pest control business. The business was well-positioned to court a favorable offer. In addition to a sophisticated marketing strategy and a healthy market share, as a Kirsch client the business also had the advantage of meticulous financial records and an experienced team of advisors to help steer clear of obstacles and navigate a favorable deal on a tight timeline.

Kirsch CPA Group conducted financial due diligence, identified risks that included a potential conflict of interest, and helped negotiate and structure a deal that left the owners with a healthy profit – and a strategic tax plan to minimize tax liabilities on the proceeds.

Don’t Sell Your Business Short

Selling your business is often the culmination of a lifetime of hard work, inspiration and perseverance. We are here to make sure your investment pays off profitably, smoothly and in alignment with your goals.

Schedule a Discovery Call Today

Case Study: How Kirsch CPA Group supported a Cincinnati entrepreneur from acquisition through sale.

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