Have an Upcoming Transaction and Don’t Know Where to Turn?

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.

Our Solutions

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 toward a successful transaction.

  • Consulting

    Consult on all stages of the transaction life cycle and bring an objective view to the company’s business.

  • Due Diligence (Buy or Sell-Side)

    Identify potentially contentious issues as well as conduct buy or sell-side due diligence to include financial, tax, IT or HR

  • Exit/Succession Planning

    Assist with any exit or succession planning to ensure continuity of the business.

  • Collaborate

    Work with other trusted advisors to minimize risks and maximize value.

  • Valuations

    Provide an accurate valuation of your business to aid in the transaction.

  • Post-transaction

    Assist with opening/closing balance sheet, net working capital, transaction integration and disputes.

Check Mark

The BMSS Difference

Combining industry knowledge with strategic insight to navigate complexities and provide results.

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.  Regardless of the circumstances,every merger, acquisition or corporate transaction is a significant event in the life of a client.  Trust our experienced professionals to be your strategic partner and provide unparalleled expertise so that your transaction is completed successfully.


Our team includes certified professionals with the following designations: 

  • Certified Merger & Acquisition Advisors (CM&AA) 
  • Certified Public Accountants (CPA) 
  • Certified Value Growth Advisors (CVGA) 
  • Certified Acquisition Integration Manager (CAIM) 
  • Certified Valuation Analysts (CVA) 
  • Chartered Global Management Accountants (CGMA) 


We seek out service relationships intended to help our clients experience more confidence and peace of mind.

  • Alliance of Merger & Acquisition Advisors (AM&AA) 
  • Association of Corporate Growth (ACG) 
  • BDO Alliance USA 
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The Experts

Mark Underhill, CPA, CM&AA, CVGA, CAIM


Trae Zablan, CPA, CGMA, CM&AA

Senior Manager

Richie Fordham, CPA

Senior Manager

Christie Russell, CPA

Senior Manager

Wendy Lacey, CPA

Senior Manager

Dalton Hopper, CFE, CVA


Meet the BMSS Team

Local Firm. National Knowledge. Global Reach.

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