Our Services
Mergers & Acquisitions Advisory
Whether you’re a small local operation, a mid-sized enterprise, or venturing into large-scale national initiatives, our seasoned team is primed to support you comprehensively. We believe in the power of collaboration, working closely with you to meticulously structure, expertly negotiate, and seamlessly close your transactions. Our tailored approach ensures that every aspect aligns with your unique goals and requirements. With a focus on exceeding expectations, we leverage our expertise to deliver results that drive your business forward. Trust us to navigate the complexities and challenges, enabling you to achieve success at every level of operation, from local to national scales.
Our M&A Advisory Services
Are you looking to sell or transfer ownership of your business but unsure where to start? Percipio Business Advisors delivers a streamlined, strategic approach to the M&A process, making the transition smoother for you, your employees, and your legacy. Whether you’re in manufacturing, healthcare, or another industry, our team provides personalized succession planning and advisory services, tailoring every element of our strategy to reflect the unique strengths and goals of your business.
Due Diligence & Deal Structuring
To help your company avoid risks and liabilities throughout the mergers and acquisitions process, we provide comprehensive due diligence and deal structuring services. Our team conducts in-depth financial, legal, and operational analyses to uncover potential issues before they become obstacles. We also collaborate closely with you to determine the optimal deal structure, ensuring it aligns with your goals and supports long-term success.
Business Transition Planning
Transitioning your business is a significant decision, and it deserves thoughtful, strategic planning. At Percipio Business Advisors, we help you approach this transition with confidence. Whether you’re preparing for a change now or in the future, our team offers expert succession planning and strategic advisory services. We take a deep dive into your business operations, applying proven M&A strategies to ensure a smooth, successful transition on your terms.
Some of our strategies and approaches include:
- Succession planning
- Business valuation
- Business & process improvements
- Risk mitigation
Transaction Advisory
To ensure no stone is left unturned, we conduct a rigorous, data-driven transaction advisory process. Our team evaluates every facet of your business—financial, operational, and organizational—to position it for continued success beyond your leadership. By identifying opportunities and mitigating risks, we help to establish a strong foundation for your company’s next leadership team to thrive.
Our transaction advisory process includes:
- Financial due diligence
- Cash flow and financial modeling
- Business structure planning/business reorganization
- Letter of Intent (LOI) review and negotiation
- Quality of Earnings studies
- EBITDA / Seller Discretionary Earnings (SDE) analysis
- Working capital analysis
- Purchase/sale agreement review and negotiation
- Purchase price allocation
- Post-close due diligence and purchase price adjustments
Negotiation and Closing
As you approach the final stages of the M&A process, our team provides strategic guidance to help you evaluate all offers and negotiate from a position of strength. We work closely with prospective buyers to secure terms that align with your financial and operational goals. From deal structure to final closing documents, we manage the details with precision, ensuring a seamless, efficient close that protects your interests and sets the stage for long-term success.
Why Choose Percipio Business?
At Percipio Business Advisors, our team brings the deep expertise your M&A strategy demands. We deliver customized succession planning solutions tailored to your unique business, ensuring every step of the process aligns with your goals and sets the stage for long-term success. From initial deal structuring to negotiation and close, we work in close partnership with you to execute a seamless, results-driven transaction.
National Reach
Whether you’re based in the Midwest or on the West Coast, Percipio Business Advisors is equipped to manage M&A transactions of any scale across a wide range of industries. While our headquarters is in Omaha, Nebraska, our reach is national—we proudly support businesses in major markets like Los Angeles, New York, Chicago, Houston, Phoenix, Philadelphia, San Antonio, San Diego, Dallas, and Miami with expert succession planning and advisory services tailored to their unique needs.
Case Study
In 2023, we played a key advisory role in the $6 billion merger between Athelas and Commure, two innovators in healthcare technology. Athelas, known for its AI automation tool, revenue cycle management (RCM) expertise, and remote patient monitoring solutions, merged with Commure, a leading enterprise software platform utilized by large U.S. health systems, to form a unified company focused on reducing administrative inefficiencies in U.S. healthcare.
The due diligence process was led by our very own Justin Niederklein, CPA, who advised on deal structuring and negotiations, including the letter of intent and merger-of-equals agreement, and managed final closing logistics. Our deep expertise and hands-on approach helped both companies meet aggressive timelines and budget expectations, ultimately enabling the successful launch of CommureOS, a powerful platform aimed at streamlining healthcare operations across the nation.
Frequently Asked Questions
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How Much Is My Company Worth, And How Is Valuation Determined?
By conducting a detailed analysis of your company’s financials, we can accurately assess its valuation, empowering you to negotiate from a position of strength and secure the best possible deal.
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How Long Does The M&A Process Typically Take From Start To Finish?
The amount of time the M&A process takes depends on factors that are unique to your business. We strive to make this process as streamlined as possible.
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What Types of Businesses Do You Typically Advise In Mergers And Acquisitions?
Percipio Business Advisors assists all types of industries, such as healthcare, manufacturing, retail, technology, and others.
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How Do You Ensure Confidentiality During The M&A Process?
To keep your business transition as confidential as possible, we limit the number of individuals who are involved in the process and establish a secure information sharing procedure, ensuring only the people involved can see sensitive information.
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Can I Work With My Own CPA Or Attorney During The Process?
Yes, you can use outside advisors and counsel while working with Percipio Business Advisors during the M&A process.
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What Sets Your Firm Apart From Other M&A Advisors?
When you partner with Percipio Business Advisors, you gain a dedicated team committed to delivering exceptional service, empowering you to make informed, confident business decisions with clarity and peace of mind.
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What States Do You Provide M&A Advisory Services?
We provide M&A advisory services to all 50 states:
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming