Services
Here’s how end-to-end mergers and acquisitions services work, from discovery to closing.
Name the outcome, ballpark a timeline, talk basic operations, and give us a quick look at your books. That’s all the information we need.
We come back with a strategic roadmap and scope with the tax, accounting, financial, and CFO services that your business needs to exit or acquire on time, at the best price.
Novyx Group’s core team contacts partners, builds out a hand-picked team, and gets to work. Now, it’s on us.
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Seller-Side support
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Buyer-Side support
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Ongoing tax, accounting & advisory
Seller-Side M&A Services
The Noyxv Group’s services are suitable for business owners selling as part of an exit strategy, to gain access to liquidity to expand operations in a separate business, or to move into a new industry.
Start with an accounting and financial clean-up to verify business valuation.
A Quality of Earnings (QoE) analysis is the first and most important step in producing airtight, defensible valuations. Accounting, bookkeeping, and financials must be examined thorough to produce a sell-ready QoE.
Initiate preparation with tax due diligence and compliance verification across the lifespan of your business.
Account for unknown liabilities and ensure consistent and compliant tax filings across sales, payroll, and property taxes. Returns are tied firmly to financials and elections, and cost-basis is confirmed for the fiscal year.
Structure deals for optimal tax savings.
Depending on whether we anticipate stock or asset sales, our team leverages Sec. Section 338(h)(10) and F reorganization, which is used to restructure the tax treatment of a transaction during the negotiation phase to maximize deal value.
Employ additional tax and wealth-building strategies.
Our tax and wealth management partners look at installment sales, Qualified Small Business Stock (QSBS), 1031 exchanges, Charitable Remainder Trusts (CRTs), and the potential reduction of eligible gains by investing in qualified opportunity zones.
Conduct ongoing exit and succession planning advisory.
With our estate planning partners, we maintain an accurate business valuation combined with readiness assessments coordinated with estate planning.
Plan for post-sale integration and ongoing tax, accounting, and financial advisory services.
Finalize tax filings, ensure compliance in the event of a bulk-sale, and develop a sound reinvestment strategy.
From sale to retirement, The Novyx Group works with our clients to sell profitably and substantively grow and sustain wealth
Sellers
Top Client Question
How does a regularly updated Quality of Earnings (QoE) report help sell my business?
ANSWER:
A Quality of Earnings (QoE) report is an independent financial analysis that determines your business’s sustainable, recurring earnings and the working capital required to support those earnings. It rebuilds EBITDA from the underlying general ledger, normalizes for non-recurring or non-operating items, and pressure tests revenue recognition, margins, customer concentration, and expense classification. It also evaluates working capital trends.
In practice, QoE prevents the two biggest sales-killers: (1) buyers claiming your earnings are overstated, and (2) surprises in working capital or accounting quality that trigger retrades.
FAQs for Sellers
What’s the difference between bookkeeping cleanup and value verification?
Cleanup makes records current and accurate. Value verification proves earnings, working capital, and key balance sheet items in a way a buyer can trust.
When are Sec. 338(h)(10) elections or F reorganizations relevant to a transaction?
A 338(h)(10) election matters when the deal is a stock sale, but the buyer wants it taxed like an asset sale. That can give the buyer bigger deductions. It also changes the seller’s tax result, so it only works when both sides win.
An F reorganization matters when a business’s entity structure is poorly designed or flawed and likely to slow the deal or add risk. For sellers, we need to clean up issues with the structure before the sale, which makes due diligence and the overall transaction move faster.
What typically causes a valuation “retrade”?
Inconsistent earnings, weak documentation, unsupported add-backs, working capital surprises, and mismatches between tax returns and financials. We’re going to make sure that doesn’t happen.
If we find exposure, do we fix it or disclose it?
It’s a case-by-case decision. The goal is to remove avoidable leverage points, quantify what remains, and control the narrative with facts.
Which period of business history matters most to buyers?
Typically, the last 3–5 years, but exposures can reach back further, so we need to produce a complete picture for potential buyers.
Why is there such a heavy focus on tax compliance?
For buyers, it’s a significant issue because liabilities can follow the business and because inconsistencies create leverage in negotiation.
Which strategies show up most often in small business exits?
Installment structures are common. Others depend on entity history, the asset mix (real estate vs operating), and ownership.
What is a readiness assessment?
A readiness assessment is a formalized review of financial, tax, and operational items that are most likely to fail due diligence reviews.
How does estate planning interact with a sale?
Timing, structure, and ownership decisions can change the tax result and long-term family outcomes, so coordination matters early.
Do I need a succession plan?
Yes, if you want options. Exit plans should include planning for selling, internal succession, or a partial liquidity sale.
Buyer-Side M&A Services
For buyers, the process is similar, except that we know what the other party is doing or may do to increase business valuation. On the buyer side, one of our top priorities is to root out any potential tax liabilities, expenses, or obstacles to growth before we execute the acquisition.
Financial diligence and value verification confirm if stated earnings are real and repeatable.
Examine sellers' books, returns, and financials. Triple-verify QoE reports. Confirm that earnings are real and repeatable, what risks the buyer can underwrite, and apply those insights to price and deal terms.
Identify any tax exposures that may be hidden in the deal.
Novyx runs due diligence and a compliance review of the target firm, looking for inconsistencies between filings and financials. The goal is to protect buyers from inheriting liabilities and gain points of leverage in negotiations.
Improve after-tax outcomes and minimize risk.
Here, we turn due diligence findings into an ideal purchase or deal structure that minimizes risk and establishes benchmarks for after-tax outcomes.
Plan integration and compliance post-transaction.
In straightforward terms, we ensure that the deal proceeds as it was structured and agreed upon. Novyx works with buyers to implement business structure, continue to file promptly and correctly, and build a foundation for ongoing financial reporting.
CFO services to evaluate a target’s cash-flow viability.
Novyx stays with the buyer to evaluate, finance, and execute integration with a focus on cash flow and insights on operating targets.
If our targets hold, then the deal is likely a success.
Buyers
Top Client Question
What am I actually buying when I’m looking at an acquisition?
ANSWER:
Acquisitions involve the purchase of a company, but what buyers in stock sales need to understand is that we’re really buying cash flow first, risk second.
Novyx stress-tests margins, evaluates working capital, and validates earnings so you do not overpay or inherit problems. You close with confidence because the cash flow story holds up.
FAQs for Buyers
What does a thorough examination of a seller’s QoE protect me from?
Overpayment (for earnings that are one-time, unsupported, or inaccurately stated) and hidden risk that would otherwise conclude the deal or dramatically lower the price of the acquisition.
How do you evaluate ROI and valuation?
It’s a multi-step process. Essentially, we look at cash flow, working capital, and financing structure to test whether the deal meets the return you expect.
Why match financials to tax returns?
Returns can show quite a different story than internal statements when it comes to stated profits. Matching them reduces the risk of acquiring a firm that has inflated its value.
Do tax risks follow me after closing?
Sales tax, payroll, and other compliance issues can expose you, the successor, to tax liability. “Cash drains” can also appear post-close, even if they were not obvious in P&L.
What happens when you find a problem?
We quantify it, explain the impact, and give you options: price adjustment, indemnity, escrow, or structural protection.
What’s the practical difference between asset and stock deals for buyers?
It depends on your goals as a buyer. Asset deals are typically made for the purpose of acquiring assets like equipment or property. Outcomes in these deals are easier to control concerning liability control and tax basis, generally speaking. Stock deals are made most often to gain access to a company’s market share or client base.
What is a readiness assessment?
A readiness assessment is a formalized review of financial, tax, and operational items that are most likely to fail due diligence reviews.
If you see a sale or acquisition ahead and see the value in advisory and M&A services to grow and sell your business, then the time to start is now.
Schedule a call with a team member, and we’ll start the process today. We’re a firm for small business owners, so please feel free to ask about our service mix.
It’s time to get serious about the future.
Whether you're in year five, ten, or twenty, you're here because you make good decisions. You started with a loan, a savings account, or nothing at all. You built it. Let’s turn it into lasting wealth.
