Buy or Sell Your Business With Confidence
From financial due diligence and tax structure to cash flow modeling and asset allocation, our experienced team is in your corner.
Mergers & Acquisitions Services
Buy or Sell Your Business With Confidence
From financial due diligence and tax structure to cash flow modeling and asset allocation, our experienced team is in your corner. Red Bike Advisors supports owners, operators, and investors through every step of a transaction, aligning tax outcomes with deal strategy while protecting cash flow and preserving long-term value. Clear communication, meticulous analysis, and practical recommendations come together to help you act decisively, negotiate from strength, and close with confidence.
Buying a Business
Acquisition success depends on more than price. Smart buyers validate the numbers, uncover hidden tax exposures, select the right entity, and plan for day-one cash management before the ink is dry. Red Bike Advisors delivers mergers and acquisitions tax services that combine rigorous diligence with forward-looking planning, so your purchase functions as a springboard for profitable growth rather than a costly surprise.
Financial Due Diligence
Thorough financial due diligence gives you clarity on what you are buying, why the seller’s story holds up or falls short, and where to push during negotiations. Our team reviews historical financial statements, payroll records, revenue recognition policies, customer and supplier concentrations, and working capital trends to verify quality of earnings and normalize results.
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Thorough financial due diligence gives you clarity on what you are buying, why the seller’s story holds up or falls short, and where to push during negotiations. Our team reviews historical financial statements, payroll records, revenue recognition policies, customer and supplier concentrations, and working capital trends to verify quality of earnings and normalize results. SDE or EBITDA is recalculated to remove non-recurring items, owner add-backs, and policy changes, which allows you to compare performance on an apples-to-apples basis. Irregularities, late filings, or gaps in internal controls are flagged early, giving you time to adjust the offer, add protective terms, or walk away with confidence.
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Tax Due Diligence
Tax due diligence protects buyers from inheriting liabilities that drain cash and create headaches after close. We examine federal, state, and local filings for the preceding three years, test sales and use tax exposure across jurisdictions, and assess payroll tax compliance for both employees and contractors.
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Tax due diligence protects buyers from inheriting liabilities that drain cash and create headaches after close. We examine federal, state, and local filings for the preceding three years, test sales and use tax exposure across jurisdictions, and assess payroll tax compliance for both employees and contractors. Nexus risks, filing gaps, credits claimed without support, and uncertain positions are quantified so that you can price the exposure or require remediation before closing. Purchase price allocation implications are addressed in advance, which reduces disputes when the Form 8594 or equivalent schedules are prepared.
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Tax Advisory
Tax advisory during an acquisition should be practical, not theoretical. Our advisors help you negotiate the allocation of assets to place you in the most advantageous position given your business model and investment horizon. The approach coordinates depreciation and amortization benefits with projected profitability, avoids unexpected recapture, and aligns with lender covenants.
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Tax advisory during an acquisition should be practical, not theoretical. Our advisors help you negotiate the allocation of assets to place you in the most advantageous position given your business model and investment horizon. The approach coordinates depreciation and amortization benefits with projected profitability, avoids unexpected recapture, and aligns with lender covenants. Deal terms such as earnouts, rollover equity, and contingent payments are structured thoughtfully, which helps you optimize timing of income and deductions while staying squarely within current tax law and guidance.
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Entity Advisory
Entity advisory sets the foundation for governance, liability protection, and efficient tax reporting. We evaluate whether a corporation, partnership, or disregarded entity best suits your ownership structure, financing plan, and exit strategy. Considerations include the ability to admit new investors, state tax treatment, basis step-up potential, and how distributions will be taxed.
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Entity advisory sets the foundation for governance, liability protection, and efficient tax reporting. We evaluate whether a corporation, partnership, or disregarded entity best suits your ownership structure, financing plan, and exit strategy. Considerations include the ability to admit new investors, state tax treatment, basis step-up potential, and how distributions will be taxed. The recommendation is delivered with a clear implementation checklist, so formation, elections, and registrations are filed correctly and on time.
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Cash Flow Modeling
Cash flow modeling turns diligence insights into a plan you can operate. We build a post-close budget that integrates revenue drivers, seasonality, pricing assumptions, and cost structure into a three-statement model. Debt coverage, covenant headroom, and working capital requirements are forecast across bear, base, and bull cases to stress test resilience.
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Cash flow modeling turns diligence insights into a plan you can operate. We build a post-close budget that integrates revenue drivers, seasonality, pricing assumptions, and cost structure into a three-statement model. Debt coverage, covenant headroom, and working capital requirements are forecast across bear, base, and bull cases to stress test resilience. The model becomes your day-one compass, informing hiring, inventory purchases, capital expenditures, and the cadence of owner distributions.
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Post-Close Finance and Tax
Post-close finance and tax support keeps momentum high while reducing costly errors. We establish a clean chart of accounts, reconcile opening balances, and align the accounting method with your tax strategy. Ongoing bookkeeping, monthly close, and management reporting supply reliable metrics for margin, cash conversion cycle, and return on invested capital.
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Post-close finance and tax support keeps momentum high while reducing costly errors. We establish a clean chart of accounts, reconcile opening balances, and align the accounting method with your tax strategy. Ongoing bookkeeping, monthly close, and management reporting supply reliable metrics for margin, cash conversion cycle, and return on invested capital. Compliance calendars are implemented for payroll, sales and use tax, and income tax filings across jurisdictions, which means no missed deadlines, fewer penalties, and smoother audits.
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Selling a Business
Strong outcomes for sellers do not happen by accident. Buyers pay premiums for businesses with clean financials, verified tax compliance, and a credible transition plan. Red Bike Advisors prepares you to present a compelling story supported by evidence, which reduces retrades, shortens diligence timelines, and helps you keep more of the proceeds after tax.
Exit-Ready Consulting
Exit-ready consulting focuses your preparation on the specific factors that move valuation. We help you clarify your growth narrative, document repeatable processes, and build a transition plan that protects customers and employees.
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Exit-ready consulting focuses your preparation on the specific factors that move valuation. We help you clarify your growth narrative, document repeatable processes, and build a transition plan that protects customers and employees. Material contracts, supplier terms, and key-person dependencies are mapped, then mitigated where practical, which makes your company easier to underwrite. Risk areas are addressed proactively so buyer diligence confirms strength rather than hunting for cracks.
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Exit-Ready Financials
Exit-ready financials prevent last-minute turbulence that erodes trust and price. Our team cleans up the general ledger, ties financial statements to tax returns, and organizes schedules that reconcile revenue, gross margin, and operating expenses.
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Exit-ready financials prevent last-minute turbulence that erodes trust and price. Our team cleans up the general ledger, ties financial statements to tax returns, and organizes schedules that reconcile revenue, gross margin, and operating expenses. Adjustments are documented with clear support so buyers can validate SDE or EBITDA quickly. Consistency between management reports and filed returns improves credibility, which encourages faster offers and stronger multiples.
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Tax Advisory
Tax advisory for sellers concentrates on deal structure, asset allocation, and timing mechanics that shape net proceeds. We model how different structures affect your after-tax outcome, including installment considerations, potential recapture, and the treatment of goodwill.
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Tax advisory for sellers concentrates on deal structure, asset allocation, and timing mechanics that shape net proceeds. We model how different structures affect your after-tax outcome, including installment considerations, potential recapture, and the treatment of goodwill. The negotiation of allocation among asset classes is guided carefully to minimize ordinary income and maximize favorable rates where supported by the facts. Coordination with your legal team ensures the tax language in the purchase agreement reflects what was modeled and agreed.
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Book Your Free Strategy Session Today
Make your next move the one that sets you up for long-term success. Red Bike Advisors delivers mergers and acquisitions tax services that combine financial due-diligence, cash flow modeling, asset allocation, and tax structure into a cohesive plan that protects value at every turn. Schedule your free strategy session today to map the steps, clarify the numbers, and position your deal for a smooth close with confidence.