Mergers & Acquisitions

Buyers, lenders and sellers involved in mergers or acquisitions must identify the risks and the opportunities associated with the business under consideration. Conducting effective financial due diligence can help buyers and lenders structure strategic transactions and avoid costly mistakes. It can also help sellers better understand the strengths and weaknesses of their position pursuant to a deal.

Wegmann Dazet provides financial due diligence and transaction support services to buyers, lenders and sellers in a variety of transactional situations. We assist strategic and financial buyers focused on historic and projected financial performance, developing a more complete picture of the financial realities of a target business by reviewing the quality of earnings, conducting integration assessments and assessing the purchase price model.


In any merger or acquisition, financial due diligence is important not only for negotiation purposes but also to identify future growth opportunities and post-acquisition strategies. Our seasoned professionals incorporate a unique blend of investigative, analytic and financial skills, with a focus on the strategic value of the target business that is the subject of the transaction.

Transaction Support

No two businesses are exactly alike, and no single due diligence strategy will satisfy every buyer or lender. Wegmann Dazet customizes its approach to each transaction to meet our client’s specific needs. Some of the more common financial due diligence steps are related to:

  • Assessing financial trends
  • Understanding EBITDA and unusual or nonrecurring transactions
  • Assessing accounting policies and procedures
  • Assessing financial reporting and information systems
  • Evaluating key assets and related reserves or allowances
  • Identifying unrecorded liabilities
  • Evaluating working capital trends
  • Evaluating loan covenant compliance
  • Evaluating key assumptions and drivers to projections
  • Understanding Capex requirements
  • Assessing federal, state and local taxes

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Business Valuations

Valuations lie at the heart of most major corporate transactions; from mergers and acquisitions to financial reporting and litigation, as well as many individual matters such as divorce proceedings, taxes and personal injury. These situations require objective and comprehensive valuations. Regardless of your need, when the valuation of a business is an issue, we can provide an independent, knowledgeable, and credible valuation performed by certified professionals to withstand the scrutiny of the taxing authorities and the courts.

Since we approach valuation as a science and an art, our clients benefit not only from proven valuation techniques, but also from our highly developed business instincts drawn from years of experience. We do not offer a “cookie-cutter” approach at Wegmann Dazet. Our clients depend on our comprehensive knowledge of valuation theory; our ability to focus on industry specific valuation drivers; and ability to understand the financial performance of the subject company.

Wegmann Dazet’s Business Advisory & Forensic Services professionals hold various designations:

  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)
  • Certified Fraud Examiner (CFE)
  • Certified in Financial Forensics (CFF)

Our team’s extensive experience in financial and tax matters, as well as with valuation methodologies and techniques, uniquely qualifies us to perform business valuations in many contexts. We are committed to providing the highest level of service, integrity and dedication to our clients.

We are experienced in and regularly provide valuation services for the following situations:

  • Mergers, Acquisition or Sale of a Business
  • Pre- and Post-Acquisition Assistance
  • Gift and Estate Planning and Taxes
  • Bankruptcy and Insolvency Litigation
  • Divorce and Matrimonial Matters
  • Business Interruption and Insurance Claims
  • Commercial Litigation
  • Buy-Sell Agreements
  • Shareholder Disputes