How NY & NJ Manufacturers Achieve M&A Success & Financing Growth
Our case studies showcase how manufacturing businesses across New York, New Jersey, and Pennsylvania have successfully navigated M&A transactions, secured financing, optimized operations, and achieved strategic growth. Each story demonstrates our specialized manufacturing CPA expertise in M&A advisory and financing assistance.
Featured Success Stories
R&D Tax Credits: $1.2M Secured for Brooklyn Aerospace Manufacturer
Comprehensive R&D Documentation & Tax Credit Maximization
A Brooklyn-based aerospace manufacturer was unaware their innovative composite material development qualified for R&D tax credits. Our manufacturing CPA team identified eligible activities across engineering, testing, and production departments, implementing comprehensive documentation systems that secured $1.2 million in tax credits over three years.
Key Outcomes:
- $1.2 million in R&D tax credits claimed and secured
- Comprehensive documentation system for ongoing R&D activities
- Reinvestment in advanced testing equipment and engineering staff
- Accelerated development timeline for next-generation materials
Cost Accounting: 23% Profit Increase for NJ Machine Shop
Job Costing & Labor Efficiency Optimization
A New Jersey machine shop was struggling with inaccurate job costing and poor profit visibility. Our manufacturing accounting specialists implemented detailed job costing systems, labor efficiency tracking, and cost allocation methods that revealed hidden profit opportunities and achieved 23% profit improvement.
Key Outcomes:
- 23% profit increase through accurate job costing implementation
- $180,000 in annual cost savings identified and captured
- Improved labor efficiency tracking and cost allocation
- Enhanced pricing strategy based on accurate cost data
Cash Flow Management: $320K Working Capital Released
Inventory Optimization & Cash Flow Analysis
A NYC manufacturer had $320,000 tied up in slow-moving inventory and poor cash flow management. Our manufacturing financial consultants conducted comprehensive inventory analysis, implemented just-in-time systems, and optimized cash flow processes to release working capital for growth initiatives.
Key Outcomes:
- $320,000 in working capital released through inventory optimization
- Improved inventory turnover from 2.5x to 4.2x
- Enhanced cash flow forecasting and management systems
- Reduced carrying costs by $45,000 annually
Tax Planning: $875K Tax Savings for Medical Device Manufacturer
Strategic Tax Planning & Equipment Depreciation
A medical device manufacturer in the tri-state area was overpaying taxes due to poor equipment depreciation strategies. Our manufacturing tax specialists implemented accelerated depreciation, bonus depreciation, and cost segregation studies that secured $875,000 in tax savings while ensuring full compliance.
Key Outcomes:
- $875,000 in tax savings through strategic depreciation planning
- Implementation of cost segregation studies for equipment
- Optimized tax strategy for ongoing equipment investments
- Enhanced cash flow through reduced tax burden
Financial Reporting: 40% Profit Margin Improvement
P&L Reorganization & Financial Visibility
A Connecticut manufacturer was operating with poor financial visibility and 2.5% profit margins. Our manufacturing accounting team reorganized their P&L structure, implemented detailed cost segmentation, and created actionable financial reports that drove profit margins to 15% within six months.
Key Outcomes:
- Profit margins increased from 2.5% to 15% in 6 months
- $220,000 in annual profit increase through financial optimization
- Enhanced financial reporting and decision-making systems
- Improved cost control and margin management
Growth Financing: $2.1M ABL Facility for Manufacturing Expansion
Asset-Based Lending & Growth Capital Solutions
A Brooklyn manufacturer needed capital to expand operations but was struggling with traditional bank financing. Our manufacturing financial advisors secured $2.1 million in asset-based lending, enabling 21% revenue growth and 18% profit improvement through strategic expansion and equipment purchases.
Key Outcomes:
- $2.1 million in asset-based lending secured for expansion
- 21% revenue growth through strategic capital deployment
- 18% profit improvement through operational optimization
- Established sustainable growth financing model
Our Approach to Manufacturing Success
Manufacturing-Specific Assessment
We conduct a comprehensive review of your manufacturing operations, identifying R&D activities, cost accounting opportunities, tax optimization potential, and cash flow improvement areas specific to your industry.
Specialized Strategy Development
We develop customized strategies for your specific manufacturing challenges: R&D tax credits, job costing optimization, equipment depreciation, or growth financing solutions.
Implementation & Documentation
We guide you through implementation with proper documentation for tax compliance, cost accounting systems, and financial reporting that meets manufacturing industry standards.
Ongoing Manufacturing Support
We provide continuous support for your manufacturing financial needs, ensuring ongoing compliance, optimization, and growth through specialized manufacturing accounting expertise.
Manufacturing Impact by the Numbers
"Schapira CPAs transformed our approach to M&A transactions. What we thought was a straightforward sale turned into a $15 million exit with optimal tax structure. Their manufacturing expertise and transaction process was thorough yet efficient, and their specialized knowledge of manufacturing M&A was evident throughout."
Ready to explore your manufacturingM&A opportunities?
Join these successful NY and NJ manufacturers and discover how specialized manufacturing CPA services can unlock your growth potential. Let's identify the M&A and financing opportunities you might be missing.