As you’ve been making your due diligence checklist and checking it twice, RR&A has valuable recommendations to spruce up your end-of-year transactions and ensure a smooth closing process.

As the year draws to a close, there is often a sense of urgency to allocate remaining budgetary funds toward strategic investments, such as acquisitions, or to participate in divestitures to strengthen the balance sheet. However, decision making during this period can become challenging and compromise your company’s strategic objectives. We’ve prepared a due diligence checklist, a list of the benefits of broker deals, some helpful timing considerations for end-year closing, and tax considerations for loss harvesting, all to ensure that the ghost of transactions past doesn’t haunt you into the new year.

As always, there’s no need to face this tumultuous time of year alone, and we hope you’ll engage with RR&A and our resources to make challenging decisions efficiently and timely as the year draws to a close.