Transaction Advisory Services

Our team has the professional qualifications, technical knowledge and operating experience necessary to assist buyers, sellers and investors across multiple industries. Our goal is to provide our clients with timely and appropriate information that allows them to validate, renegotiate, restructure or withdraw from a potential transaction.

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