Mark Taylor, CPA

1200 Lakeway Drive, Ste 17A
Lakeway, TX 78734
Phone: 512-261-3218
Fax: 512-261-3219


Due Diligence Services

I assist business sellers in recasting Owners Discretionary Cash Flow to reflect the true cash flows of the business. I also help position the business to be ready for a buyers financial due diligence, which is critical in giving buyers confidence in your business.

  • Recast Owners Discretionary Cash Flow - including assisting the buyers with this information in obtaining financing

  • Due Diligence Readiness - ready the sellers for the financial due diligence process Financial Due Diligence – Scrutiny of seller’s accounting, tax and financial information. Review of business valuation. Expertise in QuickBooks.

  • Recast Owners Discretionary Cash Flow - A true analysis of the historical cash flow of the business.

  • Cash Flow Projections – Projecting your ability to service debt, compensate yourself and return profits on your investment. This information can be provided to lenders and investors.

  • Loan Applications – Assistance with loan applications with SBA, banks and other lenders

  •  Business Plans – Assistance with preparation of a comprehensive business plan to help ensure your success.

  •  Due Diligence Readiness – Readying sellers for the due diligence process.

  • Be the go-between with the buyer’s accountants and your business so there are no surprises.

 

 

Mark Taylor, over the last 18 years has supported entrepreneurial clients through his public practice that has a focus on small business tax and accounting. This experience, coupled with 16 years in industry with major public companies and a focus in cost accounting, has positioned him to efficiently provide a quality service for due diligence of your potential business acquisition by quickly identifying the critical areas that need review. He has performed many due diligences and handles or leads the process personally. He has access to experienced accountants, attorneys and consultants to handle larger businesses and to address non-financial issues. Mark’s 30+ years of CPA experience and business background enables him to understand your business operations. This allows the seller to become comfortable with the process so as to get their valuable input on the financial and operational drivers of profitability. Mark Taylor is a member of the Texas Society of CPA’s and the American Institute of CPA’s. He is a Chartered Financial Consultant and has held Series 6 and Series 7 Securities Licenses.


 


 
 

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