P.O. Box 340024
Lakeway, TX 78734
Phone: 512-261-3218
Email: mark@marktaylorcpa.com


Due Diligence Services

 
  • Financial Due Diligence - – Scrutiny of the 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 thru 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 has supported numerous entrepreneurial clients through his public accounting practice that focuses 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.


Copyright © Mark Taylor, CPA 2019