Advisory

Buying or Selling a Business

Overview

The decision to buy or sell a company can shape your future for years or even decades. The buying/selling process requires careful valuation, an exhaustive due diligence process, and in-depth research to determine the right timing for the transfer.

When the time comes to explore selling your business, we will provide support for you and your staff at every step. Our services include accurately valuing the company, vetting potential buyers, and ensuring that qualified buyers have easy access to all the information they need to fulfill due diligence obligations.

We will also partner with you when a promising opportunity to acquire a business presents itself. Our valuation services and support for due diligence give you the peace of mind of knowing that the targeted company is what it appears to be.

Business advisor speaking with a company owner

How We Help

  • Accurately valuing a company for sale or purchase
  • Vetting potential buyers for your business
  • Supporting and streamlining the due diligence process
  • Researching the timing and financial implications of a business transfer

Who It's For

Business owners preparing to exit or transition their company, or entrepreneurs looking to grow through acquisition who need robust financial verification.

What to Expect

Whether you are buying or selling, we perform detailed business valuations and support exhaustive due diligence. For sellers, we help vet buyers and organize information. For buyers, we ensure the target company's financial health is accurately represented.

Serving Oregon & Idaho

Surpass CPAs assists buyers and sellers of businesses in Oregon and Idaho with valuation, financial review, and due diligence. We consider the state and local tax implications relevant to the transaction and work alongside your legal and other professional advisors as the deal takes shape.

Frequently Asked Questions

We use our valuation services to objectively analyze your company's financial history, assets, liabilities, and market position to establish an accurate and defensible valuation.
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