When evaluating a potential business partner or acquisition, having the right information is essential to determine whether the relationship will create meaningful value. What strategy makes sense? How should the combined organization be structured? DALE’s due diligence professionals help you uncover the details that matter—providing the clarity needed to answer stakeholder questions and accurately forecast integration success.

Our multidisciplinary team of tax specialists and business advisors supports clients throughout the merger or acquisition process by analyzing:

• Tax, Transaction & Nexus Exposure: Federal, state, and international considerations that affect deal structure and long-term planning.

• Operational, Product & Cultural Alignment: Assessing compatibility across services, markets, and organizational culture.

• Deal Cycle Strategy: Evaluating timelines, competitive tactics, and strategic positioning throughout the negotiation process.

• Valuation & Financing Support: Insight into business valuation and guidance in accessing capital when needed.

• Cash Flow & Financial Modeling: Understanding liquidity, working capital needs, and financial impact during acquisition and transition periods.

• Regulatory & Compliance Requirements: Identifying relevant industry regulations and ensuring compliance before and after closing.

DALE provides the insight, rigor, and strategic foresight required to help you move forward with confidence in any transaction.