When preparing your company for a merger, acquisition, sale, or spin-off, you face numerous, vitally important issues. You need to consider financials from every angle, of course. But that’s only the beginning.
Employee benefits and pension plans must be properly accounted for, transferred, and administered—and a host of compliance and delivery factors also need to be considered.
Cohn Benefits Consultants (CBC) brings crucial skills and experience to the M&A table. CBC is uniquely qualified to advise you on any and all factors that, if not properly accounted for, could tilt the economics of your deal.
CBC professionals assist in the transaction process by reconciling the financial components of employee benefits and pension plans. We evaluate your benefit structure to determine suitability, while identifying potential problems and resolutions and recognizing opportunities that will yield greater economic results.
While our techniques and strategies continue to evolve, our goal remains constant: To help our clients achieve superior results by providing an in-depth knowledge and comprehensive understanding of the facts, circumstances, options, and business implications of their potential deal.
CBC’s M&A-related efforts are guided by the following principles:
- Provide clear, concise, and comprehensive advice
- Mitigate risk—anticipate and avoid surprises as well as the resulting costs that, in turn, reduce value
- Exercise good judgment based upon exhaustive analysis and a collaborative effort
- Understand not only the immediate impact, but also the longer-term implications
- Recognize and capitalize on anomalies
- Understand benefits, plan-related management issues, strengths, and weaknesses
- Know everything they know, and everything they do not know
- Cultivate and use industry contacts
- Identify strategies and methods of implementation that will add value