Transactional, Operational & Tax Practice

Even when there is not a dispute, DRPA evaluates structures for a proposed transaction from economic and tax perspectives and advises clients on options while improving economic returns and minimizing the tax implications of actions or transactions including debt forgiveness, asset abandonments, exchanges of debt securities, and other corporate reorganization and recapitalization issues. BVA also provides operational improvement assessment which address improvements to production, efficiencies, and opportunities for cost reductions.

Forensic & Special Situation Tax Services

Special situation tax matters involving civil or criminal claims for underpayment, misstatement, under-reporting or no reporting for tax obligations (federal and state income tax, sales tax and payroll tax) can require reconstruction of transactions, compilation of income, sales and expenses, preparation of reliable tax reports/returns and calculation of tax penalties and interest due and owing. Complex matters involving discharge of indebtedness income (insolvency exception), worthless stock deductions and tax-affected claims/damage assessments require training in both income tax and forensic accounting services. DRPA’s professionals have the combined experience and training to provide forensic and tax services.

SERVICES

Transactional Advisory Services

Once appropriate values are determined, a business can undertake purchase, sale and financing transactions predicated upon such measurements.  DPRA can provide assistance with structuring a transaction by addressing business issues involving transition services, non-compete, buy-sell and seller carry terms and conditions.  Additional procedures to develop an appropriate structure for a transaction may involve tax minimization, purchase price allocations, purchase and acquisition accounting and other matters ultimately affecting the final deal. Buyers and sellers also request DRPA to perform diligence services to verify accounts receivable, inventory and fixed assets as well as the level and quality of earnings for stakeholders and/or lenders.

Businesses and their owners may require a comprehensive financial plan that will preserve and protect assets, minimize estate taxes and segregate assets and creditor claims, while providing for the orderly transition or succession to other family members or third party managers.  Our valuation and transactional services have been provided to attorneys, accountants, estate planning and registered investment advisors in situations involving trusts, family limited partnerships and employee stock ownership plans and transfers or gifting related thereto.

Operational Improvement Services

Review and analysis of plant metrics and operating stats together with on-the-floor assessments generates opportunities for improvement (“OFI”). Our trained machinery and equipment appraisal professionals have been working as consultants to identify OFI’s involving product/process flow management, cost reductions and efficiencies from limited/strategic capital expenditure. Identification of functional and economic obsolescence from appraisal assignments represents a core competency when developing and integrating operational turnaround strategies into financial restructuring plans.

Recent Case Studies

View More Case Studies

PROFESSIONAL PRACTICE SERVICES

Do Business with Confidence: Your Expert Partners at DRPA Have the Experience, Training & Qualifications that Matter

Contact Us