Strengthen Deal Value From Start to Finish
You’re not just completing a transaction — you’re making high-stakes decisions under tight timelines. At MGO, our approach prioritizes the key value drivers, so you can act with clarity and confidence.
- Move at deal speed: Transactions don’t follow normal timelines. We operate in “deal time,” delivering rapid insights so you can make critical decisions early and avoid unnecessary costs.
- Focus on what drives value: We don’t just work through checklists — we identify and validate the 3–5 factors that materially impact cash flow and deal value.
- Preserve and enhance your position: From value protection on the sell side to value creation on the buy side, we help you avoid value erosion and uncover opportunities others miss.
Work directly with experienced professionals who understand the deal process — no unnecessary layers, faster answers, and more practical insights.
Buy-Side Services
Due Diligence
You need fast, targeted insights — not a checklist. We focus on the issues that can materially impact value and deal outcomes.
- Identification of key value drivers and risks: Prioritize the 3–5 factors that most directly impact future cash flow.
- Financial, accounting, and tax diligence: Evaluate historical performance and identify risks that could impact deal value.
- Quality of earnings (QoE) analysis: Normalize earnings to give you a clear view of sustainable cash flow.
- IT and cybersecurity diligence: Assess systems, data integrity, and cyber risks that could disrupt operations or integration.
Value Creation
We go beyond diligence to help you understand where value can be unlocked post-close.
- Margin and operational improvement insights: Provide actionable recommendations aligned to your investment thesis.
- Cash flow and profitability analysis: Identify what drives performance and where improvements are possible.
- Cost optimization opportunities: Highlight areas to reduce spend and improve margins.
Deal Structuring and Valuation
Pricing and structure are critical to achieving your return expectations.
- Tax-efficient transaction structuring: Align deal structure with your financial and tax objectives.
- Valuation analysis to support pricing decisions: Assess whether the deal price reflects underlying value.
- Financial modeling and scenario analysis: Evaluate outcomes under different assumptions and deal terms.
- Sensitivity analysis around key value drivers: Understand how changes in critical factors impact returns.
Integration Planning and Execution
A successful deal depends on what happens after close.
- Integration strategy and execution support: Develop and implement plans to combine operations effectively.
- Transition service agreement (TSA) planning: Define interim support needed to maintain business continuity.
- Cross-functional transition coordination: Align finance, IT, and operations for a smooth transition.
Sell-Side Services
Pre-Sale Readiness and Value Protection
Preparation is key to avoiding surprises and protecting value during the sale process.
- Mock diligence to identify risks early: Surface issues before buyers do, so you can address them proactively.
- Identification of potential buyer concerns: Anticipate where buyers will focus and prepare your response.
- Value protection strategies to prevent deal erosion: Reduce the risk of price reductions or failed deals.
Data Room and Process Management
An organized process builds buyer confidence and keeps deals moving.
- Data room setup and organization: Structure information for efficient buyer review.
- Managing buyer requests and diligence flow: Streamline communication and avoid bottlenecks.
- Supporting responses to buyer inquiries: Help you respond quickly and confidently.
Financial Preparation
Clear, reliable financials are essential to supporting your valuation.
- Standalone financial statement preparation: Present accurate financials for the business being sold.
- Carve-out financials and separation support: Isolate performance for divisions or business units.
Transaction Structuring, Tax, and Valuation
How you structure the deal directly impacts proceeds.
- Structuring for tax efficiency: Enhance after-tax outcomes from the transaction.
- Valuation support to position and defend price: Strengthen your position in negotiations.
- Financial modeling and scenario planning: Understand how deal terms affect proceeds and risk.
Carve-Out and Transition Support
Separating a business is complex — we help you do it without disrupting value.
- Separation planning across IT, finance, and operations: Prepare the business to operate independently.
- Transition service agreement (TSA) support: Define ongoing support arrangements post-sale.
Our Perspective, Your Benefit
Advisory Leaders Ready To Serve You
As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.
Bill Casey
Transaction Partner | Deputy CEO
Bradford Hall, CPA
Tax Partner
Sarah McGuire, CPA
Consulting Partner
Francisco Colon, CPA, CFE, CGMA
Assurance Partner | Chief Innovation Officer
Christina Guan, CPA, CFE, CGMA
Consulting Partner
Peter G. Ness, CPA, LL.M., J.D.
Tax Managing Director
Damien Hughes
Director
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