Services | Business Advisory & Consulting

Transaction Advisory Services

Transaction Advisory Services

Having an advisor who can provide sound judgment and experienced advice can make all the difference in the world.

Who do you turn to when you need assistance with your upcoming merger, acquisition or corporate transaction? Having a trusted advisor who can advise through each phase of the transaction life-cycle from target screening and analysis, letter of intent, financial and tax due diligence, and quality of earnings, to purchase price adjustments, earn-out provisions and post transaction integration can either make the deal or break it. You need someone who can guide you through every step of the transaction life-cycle while providing experienced advice relevant to your decision-making.

Our Transaction Advisory Services team is well-versed in understanding the ins and outs of the issues and challenges involved in each individual transaction. For buyers, financial, tax and IT due diligence is key to maximizing value, minimizing risk and making any transaction a success. As a seller, sell-side or defensive due diligence and proper tax planning is key to identifying issues before they arise in order to help mitigate risk, maximize sales price and work towards a successful transaction to bring owners the most in after-tax proceeds.

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Industry News

  • Maximizing Tax Benefits of Transaction Costs
  • Understanding Your Buy-Sell Agreement - Part 5
  • Understanding Your Buy-Sell Agreement - Part 2
Transaction Advisory Services News

How We Serve

  • Consultation on all stages of the transaction life cycle
  • Evaluate the accuracy of financial information that will be shared with potential buyers
  • Bring an objective view to the company’s business
  • Identify potentially contentious issues
  • Collaborate with other trusted advisors to minimize risks and maximize value

Services We Provide

  • Financial due diligence
  • Tax due diligence
  • Quality of earnings
  • Transaction tax planning & structure
  • Business valuations
  • Tax compliance & reporting
  • IT due diligence
  • IT security assessments
  • Post-transaction integration


Our team of Transaction Advisory professionals have advised clients on billions of dollars in transaction value.  We work with our clients and their team of advisors including investment bankers, attorneys and wealth management professionals to achieve the client’s goals and work towards a successful transaction.  For many individuals, the purchase or sale of a business is a once in a lifetime event.  For businesses aiming to grow through acquisition or others in private equity, this may be a more common occurrence.  In either situation, all mergers, acquisitions and corporate transactions are significant events in the life of a client.  Our goal is to provide our clients peace of mind throughout the process.

Our team includes certified professionals with the following designations:

-Certified Merger & Acquisition Advisors (CM&AA)

-Certified Public Accountants (CPA)

-Certified Value Growth Advisors (CVGA)

-Chartered Global Management Accountants (CGMA) -Certified Valuation Analysts (CVA).

Each year, our professionals undertake significant continuing education ensuring we stay on top of the latest trends, tools and information to provide you the services needed on any transaction.

Service Relationships

  • Alliance of Merger & Acquisition Advisors