Transaction Advisory Services

Buying or selling a business is a big decision and it is important to minimize risk and maximize opportunity. As every transaction is unique, our team of skilled advisors works with you to understand your needs and to tailor the right-sized solutions to help achieve your goals.

With a focus on the lower-middle market, our team has extensive experience advising private equity, strategic corporate, and closely held businesses on transactions across a variety of industries including manufacturing, distribution, construction, software, hospitality, and professional services.

Buy-Side Due Diligence

Performing buy-side financial due diligence is crucial for a successful transaction. Whether providing limited-scope deal advisory or conducting full quality of earnings and net working capital analyses, our team helps buyers understand the target company’s financial information to either help validate the purchase price or identify opportunities for further negotiation.

Sell-Side Due Diligence

The process of selling a company can be filled with surprises. With sell-side financial due diligence, we work with you to understand your company’s financial information and to identify potential surprises before you go to market. We help you and your team prepare for inquiries, documents, and analyses that a potential acquirer will request, reducing the pressure on your team and generally leading to a faster path to close.

Tax Due Diligence and Structuring

Taxes can be complicated and can present some challenges in a transaction. Our team can help you identify potential tax exposure or opportunity in a transaction as well as advise on the most tax-advantageous deal structure for your specific situation.

Business Valuations

Whether you are buying or selling a company, creating a succession plan, or going through litigation, a divorce, or insurance claims, be better educated and prepared with an objective business valuation. Our team’s technical knowledge and analytical expertise deliver what you need to make well-informed business and personal decisions.

Litigation Support Services

Our team of professionals have extensive accounting and business experience along with specialized training and credentials in the areas of business valuations and forensic accounting, making them a trusted resource for attorneys in business litigation matters. Whatever the dispute, we can provide independent analysis and objective advice to help foster a successful outcome.

Financial Modeling Services

A good financial model is critical to support key business decisions. Whether you need a proforma or operating model built from scratch or a second set of eyes to help optimize the models you already have in place, our team is well-versed in financial modeling best practices and can help unlock key financial insights to enable business leaders to make better informed decisions.