Services
Transaction Advisory Services
Minimize risk. Maximize value.
As every transition is unique, our advisors works with you to educate you about the process and options, understand your needs and to formulate the right solutions to help achieve your goals. Whether it is buying or selling a business, gifting to the next generation or transitioning it to management, it is a big event and we can help you in minimizing the risk and maximizing the opportunity.
Our team has extensive experience advising closely held businesses on transactions across a variety of industries whether it is an owner operated, strategic, private equity or management transition.
Our transaction services include the following:
Quality of Earnings Analysis – Sell or Buy Side
A quality of earnings (QOE) analysis is a useful tool to help ensure the proposed transition is being transacted based on solid accounting and financial assumptions and data. Whether the QOE is for the acquiring or the acquired entity, it provides insight into the financial operations critical to making informed decisions on a future transaction.
Buy-Side Due Diligence
Performing buy-side financial due diligence is crucial for a successful transaction. 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.
Meet Spencer Jackson, CPA
As head of GFC’s Transaction Advisory Services, Spencer provides clients with consulting services for mergers and acquisitions.
Other business consulting services include:
Business Valuations
Whether you are buying or selling a company, creating a succession plan, or going through litigation, or a divorce 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
Our professionals have extensive accounting and business experience along with specialized training 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.
Meet Mark Beliveau, CPA, CVA
Mark provides accounting and consulting services to a diverse client base, and leads the firm’s Business Valuation and Litigation Support services team.
“We have really enjoyed working with the people at GFC. They are the primary accounting firm for several of our portfolio companies and they always do a great job. In addition, we have used them to do due diligence on prospective deals, and their work is always timely and very helpful.”
— Managing Partner, private investment firm
Industries Served
Learn how we can help your business.
Contact Spencer Jackson
Transaction Advisory Services
tel (802) 651-7248
email moc.c1753016092fg@jj1753016092s1753016092
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