Transaction Advisory Services

A Quality of Earnings report goes beyond standard financial statements to assess the accuracy and sustainability of cash flows. We identify potential risks and liabilities, uncover value drivers, and highlight potential synergies, enabling buyers and sellers to make confident decisions.

Thorough due diligence is critical in every deal. We help you dig into the details that matter most, from accounting policies to cash flow analysis, so you can make confident decisions and avoid costly surprises down the road.

Examples include:

+ Overview of Accounting Policies & Procedures
+ Preparation of Adjusted EBITDA Schedule
+ Analysis & Verification of Management Adjustments
+ Cash Proof
+ Cash to Accrual Analysis
+ Income Statement Fluctuation Analysis
+ Reconciliation of Material Balance Sheet Accounts
+ Working Capital Analysis
+ Tax Due Diligence

Your business represents years of hard work and strategic decisions, and its future deserves the same careful planning. We help business owners prepare for ownership transitions with strategies that protect value, reduce tax burdens, and ensure continuity. Our Certified Exit Planning Advisors (CEPAs) partner with you to design a plan that reflects your goals and safeguards your legacy.

Industry market research is one of the most critical steps in a transition or transaction. Our M&A professionals deliver detailed industry analysis to help you understand trends, evaluate competitors, and position your business for a competitive advantage.

Timing matters in any deal, and preparation can mean the difference between good results and great ones. We evaluate your financial, operational, and strategic readiness before you go to market, helping you address issues early and position your business for stronger results.

Deal structure shapes everything from tax outcomes to regulatory approval. We help you evaluate options and choose the structure that best aligns with your goals and protects your interests. 

Successful deals are built on smart negotiations. We provide guidance throughout the process, ensuring your priorities are represented and long-term success is protected.

Every deal carries tax implications. Our tax experts will identify risks, uncover opportunities, and design strategies to maximize after-tax value and minimize liabilities.

Our accredited professionals deliver valuations that provide a clear, accurate picture of your company’s worth. We analyze your operations, financials, and industry landscape to give you insights you can trust for planning, compliance, and transactions.

We build financial models that test scenarios, project returns, and show the long-term impact of your transaction, giving you the insight needed to make strategic decisions.

Starting off on the right foot means setting accurate opening financials. We prepare balance sheets in line with GAAP and transaction documents so your new entity begins on a strong foundation.

Valuing acquired assets and allocating an acquisition’s purchase price is a complex process that can significantly impact your financial statements and provide tax implications for both buyers and sellers. We will help you evaluate and correctly allocate the assets of your business to determine a fair value, ensure financial accuracy, and discover key value drivers. 

Your deal may be done, but our work doesn’t stop there. We support you beyond the close with strategic post-transaction services designed to ensure a smooth transition and long-term success. Whether you need help with financial integration, aligning financial reporting, or planning your next move, we’re here to keep your business moving forward. Examples include:

+ Financial Integration Support
+ Post-Close Financial Statement Preparation
+ GAAP & Tax Compliance Assistance
+ Purchase Price Dispute Consulting
+ Net Working Capital True-Up Calculations
+ Earnout Calculations
+ Integration Planning & Execution
+ Performance Tracking & Benchmarking