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Our Delaware corporation is preparing for a potential merger or acquisition, and we need a licensed CPA who can handle both an independent business valuation and a full audit of our books. Annual revenue is under $1 million, so the engagement is focused yet must satisfy the scrutiny of prospective buyers and their advisers. You will receive organized financial statements, tax returns, bank records, and QuickBooks access. We will be on hand to clarify any historical transactions, revenue recognition policies, or contingent liabilities that may affect fair value conclusions or audit risk. Deliverables are straightforward: • A defensible valuation report that explains methodologies, assumptions, and final enterprise value, ready to share in an M&A data room. • An audit report with opinion prepared under U.S. GAAP, including all required notes and schedules. Please outline your expected timeline, the standards you follow (e.g., AICPA, USPAP, NACVA), and any prior experience with small-cap Delaware entities involved in M&A. Confidentiality is critical; I will supply a mutual NDA before file transfer.
N° de projet : 40260107
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15 freelances proposent en moyenne $7 133 USD pour ce travail

As a seasoned CPA with proficiency in crucial areas for your project accounting, audit, business analysis, finance, and M&A.I am confident that my skills align perfectly with what you're looking for. My experience in providing independent business valuations and conducting full audits that adhere to U.S. GAAP standards will be invaluable in meeting your stringent requirements. Handling confidential financial information is something I take very seriously, and I appreciate the emphasis on confidentiality in this project. I assure you that your data will be treated with utmost discretion while delivering high-quality outcomes, such as a defensible valuation report that outlines consistent methodologies, assumptions, and final enterprise value. While I don't have direct experience working with small-cap Delaware entities in M&A, I have successfully managed similar engagements in other states. Moreover, my proficiency in financial analysis allows me to quickly adapt to different organizations and understand their unique financial landscapes. Strategizing on how to present your financial health accurately for M&A purposes is one of my strongest suits! Rest assured; I'll prioritize timeliness without compromising accuracy, and maintain effective communication throughout the entire process. Let's kickstart your M&A journey with confidence!
$10 000 USD en 7 jours
8,9
8,9

Hello, Would you like us to create a demo of our valuation and audit approach even before you commit? As a licensed CPA with extensive experience in M&A transactions for small-cap Delaware firms, I specialize in delivering meticulous business valuations and audits tailored to meet the scrutiny of prospective buyers. Let's discuss how my expertise can add significant value to your upcoming merger or acquisition, and I can provide a detailed plan along with the demo. Regards, Smith
$7 500 USD en 7 jours
5,0
5,0

Greetings! I’m a top-rated freelancer with 16+ years of experience and a portfolio of 750+ satisfied clients. I specialize in delivering high-quality, professional acquisition business valuation & auditing services tailored to your unique needs. Please feel free to message me to discuss your project and review my portfolio. I’d love to help bring your ideas to life! Looking forward to collaborating with you! Best regards, Revival
$7 500 USD en 7 jours
4,0
4,0

As a seasoned professional with significant experience in Accounting, I am confident I am the perfect fit for your project's valuation and audit needs. My expertise ranges from taxation to compliance research, and I am adept at handling independent business valuations as well as conducting full audits. Regarding your concern about our annual revenue being under $1 million, rest assured that big or small, every project I undertake is given equal importance. In terms of credentials, I strictly adhere to the industry standards and am well-versed in the frameworks you've mentioned, including AICPA, USPAP, NACVA. My approach to financial reports and audits emphasizes absolute transparency and defensibility, crucial in an M&A process where scrutiny is paramount. Using my analytical skills and experiences with similar Delaware entities invloved in M&A throughout my career, I assure you a comprehensive yet focused valuation and audit report ready for your M&A data room. Finally, confidentiality is a critical aspect of any financial engagement. I respect this need deeply and vow to protect your information with utmost care. Overall, my approach is centered around clear communication and realistic timelines - assuring you both quality work without any compromise on speed or attention to detail. Choose me because not only will you be getting value in choosing a highly qualified professional but also peace of mind during this crucial phase of your business journey.
$7 500 USD en 25 jours
0,0
0,0

Hello there, As an experienced financial analyst with a strong background in startup financial modeling, I can create a comprehensive model that will serve as a powerful tool for securing funding. My expertise in subscription-based revenue streams will ensure that your revenue projections are both realistic and aligned with industry standards. I am a committed professional who believes in providing high-quality work with 0% plagiarism within the stipulated deadline. I have skills such Financial Research, Financial Analysis, Business Analysis, Business Plans and Finance. I perfectly understand your task's requirements. I will work closely with you to understand your business model, customer base, and growth trajectory, incorporating these insights into a tailored revenue forecast that reflects the potential of your business. Let’s discuss your business in detail and start building a model that sets you up for funding success. Best Regards, Thanks
$5 000 USD en 15 jours
0,0
0,0

New York, United States
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Membre depuis juin 23, 2020
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