Advisory Solutions

BGM assists business owners in the complexities of buying and selling companies. With deep experience across a range of industries, our professionals offer clients a full set of merger and acquisition and financial advisory services. BGM provides tactical guidance during every phase of the transaction process, including analyzing strategic liquidity alternatives, assessing value, marketing the deal, and negotiating favorable terms for a successful closing. We understand the intricacies of our clients’ issues, capital structures, and strategies and provide the exceptional insight and independence necessary to render objective opinions.

BGM helps companies successfully close deals and provides buyers and sellers with the information needed to make educated decisions during the transaction process. Our team ensures that every aspect of the deal is examined and risk is analyzed thoroughly. We provide pre- and post-acquisition advisory services and both buy-side and sell-side due diligence that covers the quality of earnings, tax, and strategic and operational analysis.

• Execute Buy-side Due Diligence
• Perform Tax Advisory Structuring of Deals
• Perform Business Valuation
• Recognize internal control issues with systems and personnel
• Evaluate the quality of working capital and recent trends
• Assess the target’s earnings and cash-flow quality
• Analyze the quality of assets and liabilities being acquired or assumed
• Post-Deal Reviews & Post-Acquisition Calculations
• Provide Analysis on the Target Company’s Financial Projections
• Divestitures and Carve-outs
• Review Purchase Agreement
• Quality of Earnings Report

• Seller-side preparation and positioning for sale
• Perform Tax Advisory Structuring of Deals
• Access to multiple databases to help position company
• Assess the target’s quality of earnings and cash-flow quality
• Post deal reviews
• Quality of Earnings Report

BGM’s Risk Assessment Groups are multidisciplinary teams that bring vast experience, skills, and resources to benefit our clients and exceed even the highest expectations. We apply our unique methodology and state-of-the-art technology to provide an accuracy focused array of capabilities to our clients.

Internal Audit

BGM’s internal audit methodology represents a compendium of best practices based on our practitioners’ many years of industry experience, including:

• Processes and procedures that comply with the Institute of Internal Auditors (IIA) and other industry standards. We utilize state-of-the-art technology and industry-specific best practices to improve efficiency and produce results.
• Reporting that includes not only control weaknesses, but also the acknowledgment of positive practices and value-added insights.
• A staffing model that includes professionals with the requisite experience that our clients need.
• Embedded quality-assurance processes and procedures.
• The flexibility to implement specific methodology components, or reorganize methodology steps, to align with Internal Audit Management goals and preferences.

Our seven-phase process was developed by our internal audit professionals and will be customized to integrate your company’s existing methodology to precisely meet your needs. We begin each internal audit engagement by obtaining a detailed understanding of your business processes and infrastructure, performance measures, purpose and strategy, governance, professionals and culture, industry, and other factors influencing your business. Based on this in-depth knowledge, we define the universe of auditable entities and develop a risk model. This process enables us to deliver against the audit plan, in addition to providing insight that is based upon our findings.

• Are you confident that your company’s response is adequate and cost-efficient in meeting these new requirements?
• Do you have the time and knowledge to effectively document, evaluate, and test your internal controls over financial reporting and disclosure?

BGM can help. Using our comprehensive tools and techniques that are specifically tailored for small to medium-sized companies, we can document, evaluate and test your internal processes, systems, and controls in advance of your auditors.

BGM’s professionals have significant experience in financial accounting, IT management and audit, ranging from 5 to 20 years per individual. Our success in helping companies like yours is the result of our ability to deliver quality service at attractive, value-added rates. As former “Big 4” auditors, we provide work with the highest levels of competence and objectivity that your management and external auditors can rely on. This results in a more efficient audit by your external auditors, a greater chance of a “clean” opinion, and the lowest audit fees possible.

Given the current market for SOX readiness projects, BGM’s rate structure is targeted at clients seeking to reduce their overall compliance costs.

• Readiness/Compliance
• Ongoing Compliance
• Streamlining & Efficiency
• IT Audit

In conjunction with BGM’s internal audit and Sarbanes-Oxley readiness methodologies, our risk-based approach to IT auditing has been fine-tuned to focus on only those applications and environments that pose the greatest risks. BGM’s IT audit methodology has been developed to fully integrate with our internal audit and Sarbanes-Oxley readiness methodologies to achieve the most efficient and effective testing approach. In addition, BGM’s IT audit methodology was designed to bridge the gaps between IT leadership, internal audit, and external auditors.

In addition to traditional IT audit capabilities, BGM’s IT Audit Group has substantial expertise in several value-added services including:

• Web Security
• Perimeter Security
• Computer Forensics
• Disaster Recovery Assessment and Testing
• ERP/Systems Integration Implementation Assistance