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Transaction Advisory Services - GreerWalker CPAs

Transaction Advisory Services

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Transaction Advisory Services That Support Every Stage of the Deal

Our Transaction Advisory Services team provides financial insight and hands-on support throughout every stage of the deal lifecycle. Whether you are buying, selling, or restructuring a business, we help you evaluate opportunities, identify risks, and make informed decisions with confidence. From financial due diligence and quality of earnings analyses to deal structuring and post-transaction support, our team works to bring clarity and guidance to help you pursue the best possible outcome for your transaction.

Who We Serve

Private Equity Firms

From platform acquisitions to add-ons, we provide the earnings validation and risk identification that supports investment committee approval and lender confidence.

Corporate Acquirers and Corporate Development Teams

Whether you’re acquiring a competitor, entering a new market, or pursuing a strategic tuck-in, we give your team the independent financial perspective to negotiate from a position of clarity.

Family Offices and Independent Sponsors

Smaller deal teams benefit most from a diligence partner who brings full-service capabilities without requiring a full-time in-house finance function.

Why GreerWalker for Buy-Side Due Diligence

  • Senior-led from start to finish. You won’t be handed off to a junior team after the kickoff call. Our senior professionals are in the data room, on the calls, and signing the report.
  • Regional knowledge, national-caliber rigor. We know the Southeast deal market, its industries, its intermediaries, and its norms. That context makes our diligence sharper, not just thorough.
  • Independence you can stand behind. As a non-audit firm in most engagements, we bring objective analysis without conflicts that can complicate diligence at larger firms.
  • IPA Top 200 Firm. GreerWalker is recognized among the top accounting and advisory firms in the country, bringing institutional-quality diligence to middle-market transactions throughout the Carolinas and Southeast.

Services

  • Financial Buy-Side or Sell-Side Due Diligence
  • Tax Due Diligence and Structuring
  • Post-Transaction Services
  • Quality of Earnings (EBITDA)
  • Cash-Flow Quality Assessment
  • Assets and Liabilities Quality Assessment
  • Working Capital and Recent Trends Analyses
  • Financial Projections Analysis
  • Synergy Analysis
  • Divisional Carveout Assistance
  • Data Request Strategy and Assistance
  • Transaction Planning
  • Key Performance Indicator Analysis
  • Customer and Product Price/Volume Analysis
  • Accounting Department and Financial Reporting Process Documentation
  • Purchase Agreement Assistance
  • Potential Risks and Operational Weaknesses
  • Tax Due Diligence
  • Corporate Structuring
  • Income Tax Compliance Services including:
    •  Federal
    •  State
    •  Local
    • International
  • Tax Accounting Method Review
  • Sales & Use Tax Compliance Services
  • Property Tax Compliance Services
  • Executive Compensation

Practice Area Leader

GreerWalker Member Ted Smoyer: Senior Manager, Assurance Services
Ted Smoyer
Partner
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Key Team Members

John M. Norman
Partner
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GreerWalker Member Jonathan Mangels: Partner, Assurance Services
Jonathan H. Mangels
CEO
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GreerWalker Member Nicole Mottershead: Partner, Assurance Services
Nicole Mottershead
Partner
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Jack Powers
Manager
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Get In Touch With Us

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