photo of an M&A deal - people shaking hands

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.

Contact Us

M&A Planning Stage Icon

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

M&A Negotiation Stage Icon

Negotiation Stage

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

M&A Closing Deal Icon

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.

Want to learn more about our Transaction Advisory services?

We would be happy to discuss how Trout CPA can help with your specific needs.