PrimeGlobal members' Assets, Acquisitions & Financial Planning provide expert services to companies and individuals who wish to change their status or improve their financial position. Find out more about Mergers, Acquisitions, Estate, Trust and Gift Tax Planning. Search our directory to find out more about our members services.

Assets and Acquisitions

Mergers & Acquisitions. Services to assist you in the buying or selling of a business, including performance of due diligence, representation in negotiations, provisions of tax impact and planning analyses, assistance in finding a prospective buyer or seller, and identifying funding sources.

Business Valuations.  Services that help determine the true value of your business. These can include valuation opinions and reviews, appraisal critiques, conflict negotiation and settlement, economic analysis, litigation consulting, and expert witness testimony.

Corporate Finance. Services to help you complete an acquisition, investment, divestiture or financing, in particular with a focus on accounting, tax, and financial due diligence. These can include a variety of specialty services, including business valuations, transaction advisory services and transaction structuring, and other services related to mergers and acquisitions.

Insolvency & Restructuring.  Services assisting you or your company when you are experiencing financial distress, as well as helping secured and unsecured creditors or other parties impacted by a troubled company. These can include restructuring services, voluntary administration, liquidations, receivership, bankruptcy/personal insolvency, and forensic services.

Transaction Advisory Services. Services that detail the accounting and tax implications of various transaction structures when engaging in corporate finance activities, up to and including assistance with closing balance sheet adjustments, purchase price allocations, financial modeling, and more.

To see more specifics about what assets & acquisitions services individual PrimeGlobal member firms offer, or to find out if a particular member offers a specific service, search the PrimeGlobal Directory.


Financial Planning

Estate/Trust/Gift Tax Planning. Services that help you consider your family and financial ideals and design structures to transfer property to your beneficiaries in a way that fulfills your goals and objectives.

Financial Planning. The broadest range of services to help you and your business develop effective strategies for your financial future, by specifically addressing your financial concerns in the context of your overall financial situation. Financial planning touches on a range of other services, including cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning.

Retirement Planning. Services that assist you and your employees in achieving your retirement objectives, including designing and implementing planning strategies, overseeing implementation of new plans and investment options, development and integration of education and enrollment, overseeing and reviewing year-end report filings, and more.

Wealth Management. Investment advisory services for you and your business that incorporate financial planning, investment portfolio management and a number of aggregated financial services, including retail banking, estate planning, legal resources, tax services and investment management.

To see more specifics about what financial planning services individual PrimeGlobal member firms offer, or to find out if a particular member offers a specific service, search the PrimeGlobal Directory.


Member Directory

Whatever business you can imagine, we have a member firm with experience to service clients in that area. PrimeGlobal member firms literally cover more than 90 niche practices, in areas as diverse as construction, turf development, furniture manufacturing, auto dealerships, golf courses, and the movie industry.

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