Planning today. More options tomorrow.
TKO Miller works beside business owners and management teams to help identify and coordinate the financial, operation, and strategic considerations that can impact a transaction. When specialized expertise is required, we can also help clients connect with trusted third-party professionals.
Trusted resources, before and after your transaction.
When specialized expertise is required, we can also help clients connect with independent, trusted third-party professionals.
Get Transaction Ready
Preparing early can help uncover potential issues, improve transaction readiness, and position a business for a smoother sale process. Depending on a client’s needs. areas of focus may include:
Tax Planning & Tax Minimization
Coordinating with tax professionals to evaluate potential transaction structures and tax considerations.
Risk Assessments
Evaluating areas of the business that may require attention prior to a transaction.
Financial Transaction Support
Helping management prepare for the financial requirements and analysis associated with a transaction.
Quality of Earnings
Gaining a clear understanding of the company’s financial performance before going to market. A Quality of Earnings analysis helps identify potential adjustments, validate normalized EBITDA, and address financial issues before they surface during buyer due diligence.
Build For What’s Next
Planning does not end when a transaction closes. Business owners and management teams may have new financial, operation and strategic priorities following a sale. Post-transaction planning may include:
Infrastructure
Evaluating financial and operational infrastructure needed for the next stage of the business.
Management Transition Planning
Supporting considerations surrounding management structure and transition.
Financial Reporting
Helping ensure reporting capabilities align with the needs of the business and its stakeholders.
Wealth Management
Planning for life after the transaction by coordinating with wealth management professionals to help preserve, manage, and thoughtfully transition the wealth created through a sale.
Every transaction is different.
TKO Miller works with clients to identify the areas that deserve attention and help coordinate the appropriate resources throughout the process.
Our goal is to help business owners enter a transaction prepared, address potential issues before they become obstacles, and establish a strong foundation for what comes next.