Deal advisory

Family-owned businesses and private business owners are looking for insight, guidance and technical expertise when planning and preparing to grow or transition. Whether growing your business means rapidly finding cash, financial restructuring or acquiring another company, we can help you at all parts of your journey.

Our corporate finance and financial advisory teams can help you analyze the market, determine the proper mergers and acquisitions strategy, perform due diligence and advise you on the transaction. And when it comes time to transition your business to the new owners (whether within your family or to an external party), we can help with business succession planning, getting you ready for sale and/or finding you the right partner/buyer.

Whether you are buying or selling a business, our Corporate Finance team can support you at every phase and step of the mergers and acquisitions process.

Due diligence is a vital step when buying or selling a private or family business. Our deal advisory transaction service team can assist you with due diligence, including projection assumptions, quality of earnings reports, 'debt-like' item identification and net working capital.

Today's complex environment requires rapid and effective responses, particularly with regards to cash and cost take out. Our RPI group uses a structured and focused approach to analyze your enterprise and rapidly find and deliver cash.

Succession planning is a must for every business and family business. As part of our deal advisory services, we can assist with planning your business succession process, including advising on effective tax structures and transitioning to the next owner(s).

With comprehensive market analysis, Our commercial due diligence team can help you understand consumer and industrial market dynamics, evaluate strategic options and determine an appropriate mergers and acquisitions strategy.

The aim of any business is to create and sustain value. KPMG Family Office can support you in fundamental and multiple valuations of your business, including fairness opinions and appraisals.

Like other companies, family-owned and privately-owned businesses may often need financing to help increase profit and propel growth. We can advise you on optimizing your debt and financing strategy.

Several reasons may trigger the need for restructuring a private and/or family-owned business. Our objective KPMG Family Office advisors can assist you with financial restructuring and provide advice on how to enhance your cash flows and conduct discussions with lenders.