Mergers & Acquisitions

Gilmore, Jasion & Mahler, LTD (GJM), a Toledo CPA firm, has extensive experience working with small- and mid-sized companies during the merger and acquisition (M&A) process. We can help you in many ways from assisting with due diligence to reviewing possible risks and tax implications of the purchase or sale of a business. GJM can also assist you to evaluate possible M&A alternatives, structure a beneficial agreement and negotiate for the best possible terms and finalization of the offer. Having an experienced professional in your corner can add significant value to your successful sale or purchase. Put our innovative ideas and trusted advice to work for you.

Enjoy the following benefits with GJM’s mergers and acquisitions services:

• Innovative solutions for how to structure the deal to achieve the most profitable result
• A strong advocate to protect your best interests in negotiations
• Recommendations on a favorable tax structure to minimize the tax impact of the transaction
• A thorough interpretation of the financial information to help you see through the numbers and realize what you are really getting
• Protection from receiving less or paying more than a business is worth
• An assessment of possible risks and liabilities, allowing you to negotiate critical business issues before it is too late

Our Process

Whether you are ready to retire or hoping to expand your company, GJM can help you achieve
your business and personal objectives. We will conduct pre-transition reviews of potential buyers
and sellers and critically assess their financial assets. Our professionals will also verify financial
information and internal controls, and help you determine the true income of the company to
be acquired. We will be by your side to assist with innovative transaction structuring, complex
negotiations and finalization of the offer, utilizing our extensive experience with M&A deals to get
the best possible outcome for you and your business. Because we are a local firm, we will respond promptly to your questions so you can act quickly when you need to. Not only will we provide
a due diligence report explaining the scope of our work, our findings and recommendations to
address any issues; we will also help you develop a post-transaction plan, including tax planning,
to make sure the company integration is as efficient and worry-free as possible.