Transaction Advisory

Proper financial and operational due diligence is imperative for any transaction. Using financial modeling and true-up calculations, we provide both buy-side and sell-side due diligence, assessing and analyzing your working capital and quality of earnings while providing recommendations to mitigate any identified risk.

Our accredited business valuation professionals help calculate objective and accurate measures of value of your business in preparation for the transaction. We tailor our approach based on your specific needs, whether for private debt and equity funds valuations, earnouts, purchase price allocations or fair value measurements.

When the stakes are high, the success of your transaction relies on having the right data at your fingertips – that’s where our data analytics services come in. Our practical dashboards and business intelligence tools provide a real-time overview of your business, empowering you to navigate challenges and seize deal opportunities. Easily track key metrics, spot trends, and conduct in-depth analysis for valuable insights. Our client-focused approach ensures informed decisions, giving you a competitive edge in the marketplace.

From structuring the deal to achieve optimum tax treatment to forecasting how and when proceeds from the deal will hit the income statement, our specialized M&A tax services help you see all angles of a potential deal. In addition to federal, state and local tax diligence, we also provide services for international tax issues, asset versus stock true-up analysis, built-in gains tax calculation, tax deal structuring, estate planning, waterfall allocations as well as tax credits and incentives.