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Transaction Advisory Services

Make your next move with confidence

Whether you are starting to think about selling or buying a business or are in the middle of a deal, our experienced Transaction Advisors are available to assist you. We offer various sell-side or buy-side advisory and due diligence services by financial, tax, and valuation professionals who have substantial experience in the Merger & Acquisition (M&A) process.

Planning Stage

Seller succession planning / exit planning
Buyer acquisition strategy
Assessment of goals & objectives
Tax strategy
Target screening
Sell-side due diligence / quality of earnings (QoE)
Value assessment

Negotiation Stage

Buy-side due diligence / quality of earnings (QoE)
Price negotiation
Financial & tax analysis
Benchmarking
Tax structuring opportunities
Purchase agreement support

Closing & Post-Acquisition Integration

Closing support
Preparation of closing balance sheet
Purchase price allocation for financial reporting
Post-acquisition integration support

Due Diligence

Whether you are looking to sell your business or acquire one, due diligence is a crucial step in the transaction process. Due diligence verifies that the facts and figures of a transaction are reliable. It is similar to ordering a home inspection prior to the purchase or sale of a house. As a buyer, if you discover repairs are needed, you will most likely offer less money for the home. Conversely, if the seller makes the needed repairs, the buyer will probably pay more for the property.

Financial due diligence includes working capital analysis and identifies potential adjustments to earnings before interest, taxes, depreciation, and amortization (EBITDA), which can ultimately affect the sale price. It goes beyond the numbers of a financial statement to include your business's core operating variables, which impact earnings.

The report will typically include:

Executive summary
Company overview
Employee matters
Product analysis
Seasonality
Customer analysis
Vendor analysis
Quality of earnings (QoE)
- Normalized EBIT
- Normalized EBITDA
Working capital analysis
Aging of A/R and A/P
Fixed asset & capital expenditures
Inventory analysis
Proof of cash

Sell-side due diligence, also known as "Reverse Due Diligence," allows you to understand your company's strengths and weaknesses before selling your business. This will enable you to be aware of issues and remedy them before sale negotiations and the buyer's due diligence begins. Other advantages to sell-side due diligence include:

Value optimization
Maximizing after-tax proceeds
Minimizing surprises
Smoother transaction

If you are looking to acquire a new business, buy-side due diligence is a significant step in the sales process. Buy-side due diligence will allow you to investigate a company's weaknesses, validate their finances, and help determine your risk so that you can be confident in whether or not to proceed with the transaction and negotiate the best sale price.

Our Transaction Advisory team consists of highly-skilled professionals who specialize in a variety of M&A services, including tax, accounting, valuation, and due diligence.