Merger, Acquisition and Due Diligence Services
Evaluate your transaction to maximize benefits:
- Income tax analysis and consultation.
- Accounting analysis and consultation.
- Post-transaction purchase accounting.
- Due diligence: accounting, operations, income taxes, loan and credit, compliance.
Why Fortner Bayens?
Our experience and expertise is unmatched.
- We have been serving financial institutions since 1977, focusing almost exclusively on this niche.
- Our shareholders average more than 20 years' experience in public accounting for financial institutions, banking, or a combination of both.
- Our experience covers buy-side and sell-side, multiple transaction structures, and multiple entity types.
Continue Your Services Post-Transaction
- Financial audits and directors examinations - financial statement audits, integrated financial statement and internal control over financial reporting audits, directors examinations.
- Internal audit - comprehensive review and testing of internal controls.
- Income Tax Services - Tax preparation and advisory services covering C and S corporations, partnerships and LLCs, trusts and individuals, non-profit.
"We truly do appreciate our partnership with your firm and are glad we made the change."
Community Bank, Washington
Explore other services we offer
Loan Review
In depth review of loan files, underwriting and administration practices. Allowance for credit loss model validations.
Regulatory Compliance Services
Audit, examination and advisory services covering regulation compliance, CFT/AML (BSA), ACH and more.
Employee Benefit Plan Audits
Financial audits for your 401(k), ESOP and retirement plans.
Trust and Fiduciary Services
Directors examinations, trust and custody examinations, fiduciary attestations. Tax return preparation.