Transaction Advisory Services

Not all transactions require a formal QoE. However, all transactions require some form of due diligence to ensure the buyer or seller is making an informed decision and maximizing value. Examples include:

+ Overview of Accounting Policies & Procedures
+ Preparation of Adjusted EBITDA Schedule
+ Analysis & Verification of Management Adjustments
+ Cash Proof
+ Income Statement Fluctuation Analysis
+ Reconciliation of Material Balance Sheet Accounts
+ Working Capital Analysis
+ Tax Due Diligence

Considering a future sale of your business but not sure if you’re ready? Our team will perform a review of your financial statements and processes to identify areas of improvement and develop an action plan for market readiness. 

Our team will work with you to ensure applicable accounting, tax, regulatory, and other important items are considered to ensure the optimal transaction structure. 

It is crucial that a buyer or seller understand the tax implications of a transaction. Our tax experts will assist in identifying potential risks, opportunities, and tax strategies to maximize value and mitigate tax liabilities.

Valuing acquired assets and allocating an acquisition’s purchase price is a complex process that can significantly impact your financial statements and provide tax implications for both buyers and sellers. We will help you evaluate and correctly allocate the assets of your business to determine a fair value, ensure financial accuracy, and discover key value drivers.

Our team will assist in preparing the beginning balance sheet in line with GAAP based on final transaction documents and flow of funds to ensure an appropriate starting point for your newly acquired business.