Hundreds of businesses across the USA trust Burkland
Whether you're buying or selling, M&A is high-stakes and full of unknowns. Burkland brings clarity, strategy, and financial precision to every stage of the process so you can move forward with confidence, not guesswork.
A proactive readiness check can reveal issues before they become deal-breakers. Our team evaluates your financial records, systems, and controls to identify gaps that might raise concerns during diligence. From inconsistent revenue recognition to incomplete documentation, we flag risks early and help you fix them before going to market.
Accurate, organized financials are the foundation of a successful sale. We’ll help you prepare clean, GAAP-aligned financial statements that reflect the true health of your business. This includes historical financials, EBITDA normalization, and thoughtful adjustments that accurately present your performance in the best possible light.
An organized data room signals professionalism and speeds up the deal process. Burkland assists in compiling and structuring your financial, legal, and operational documents in a secure, logical format that anticipates what buyers want to see. From financial statements and tax filings to contracts and HR records, your data room will be diligence-ready—reducing delays and building trust from day one.
Buyers want to see the road ahead, and solid projections help justify your valuation. We build forward-looking financial models that reflect your company’s growth potential, taking into account key drivers, risks, and assumptions. Our team models best-case, base-case, and downside scenarios, so you’re prepared to negotiate from a position of strength and adapt your deal strategy as needed.
Due diligence is often the most intense phase of a deal, with a flood of questions and document requests. We work alongside your team to manage the financial side of diligence—tracking deliverables, preparing responses, and ensuring consistent, fact-based communication. With Burkland by your side, you’ll avoid costly missteps and keep the deal on track.
Equity structures can make or break a deal. We’ll review and refine your cap table to ensure accuracy and clarity, modeling equity payouts, investor waterfalls, and option pool impacts. When acquirers see a clean, well-documented ownership structure, it builds confidence and reduces last-minute negotiation risk related to who gets what at closing.
Not every acquisition is a good fit. Burkland helps you identify and evaluate potential targets based on financial health, scalability, margin profile, and strategic alignment. By reviewing historical performance, key metrics, and revenue drivers, we separate the promising deals from the risky ones—saving your team time and ensuring your pipeline is focused on viable opportunities.
Making a strong offer starts with understanding value. We create detailed financial models that estimate valuation ranges, cash needs, return potential, and deal structure implications. These models help you build a persuasive case for your board or partners and support clear, informed negotiations with the seller.
Headline numbers don’t tell the whole story. We dig into revenue consistency, customer concentration, cost trends, and one-time adjustments to uncover the true earning power of the business. A thorough QoE review helps you avoid overpaying and exposes risks that may not be obvious in standard financials.
During diligence, speed matters, but so does depth. Our team conducts a detailed financial review covering revenue quality, working capital, expense categories, and internal controls. We highlight red flags, flag inconsistencies, and provide insights that strengthen your negotiation position or guide you toward walking away when necessary.
Acquisitions often have hidden cash flow implications. We evaluate the transaction’s effect on your liquidity, funding needs, and capital structure, to help you weigh financing options and understand how the deal will impact your overall financial strategy. With this clarity, you can avoid post-close surprises and maintain healthy operations.
Acquisitions often have hidden cash flow implications. We evaluate the transaction’s effect on your liquidity, funding needs, and capital structure—helping you weigh financing options and understand how the deal will impact your overall financial strategy. With this clarity, you can avoid post-close surprises and maintain healthy operations.
