Valuation & Transaction Support
Valuation and Transaction Support services involve supporting buyers and sellers in executing strategic transactions. For sellers, we will perform valuation services and restate financial statements to reflect a pro forma view of future cash flows. For buyers, we perform due diligence and quality of earnings reviews on target companies, and advise transaction participants on the pro forma view of company financial statements. Todd & Associates is one of the few locally-owned CPA firms with experience supporting private equity transactions. We also work with brokers and lenders to coordinate the efforts of all stakeholders in the transaction.
Litigation & Forensic Accounting
Litigation and Forensic Accounting services provides clients with mathematical support for their legal positions, and we will assist clients in defending their contractually negotiated rights. Other services include a variety of project-based workflows in divorce proceedings, regulatory audits, and taxing authority investigations. It includes IRS resolutions for taxpayers who are faced with past-due balances, one-time assessments, penalties, or other adverse tax outcomes. We also work with municipalities on agreed-upon procedures engagements required by the state to test the billing platforms of their local utilities.
Support for capital raises includes modeling of debt vs. equity financing, sourcing alternative lending options, assistance with loan application or equity issuance packages, and working with lenders to close capital transactions.
CFO Consulting Services
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What Our Customers Say About Us
"The team at Todd & Associates is always available and prepared to guide us through many complicated financial challenges. They truly work with us as a partner to keep our business successful."
Todd & Associates is the ideal firm for us. They provide great client service, are willing to help with anything, and are very experienced with our industry. They take the time to provide education, discuss our objectives, and always seem to get things done in a timely manner. The service, professionalism, experience, and effectiveness exceed expectations. I confidently and highly recommend Todd & Associates.
"I have been with Todd & Associates since my business began and I know they will take care of the financial matters so I can help my clients with their health. No matter what you need, they get it done for you."
"We here at Watkins Automotive are thankful to have a strong team like Todd & Associates CPAs! They do a great job taking care of our books and payroll which allows us to maintain our focus on taking care of our customers’ needs!"