Transaction Advisory

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Strategic decisions, made easier.

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Leverage our team’s analytical skill and real-world experience to maximize transaction value while reducing risk. We cater our approach to ensure every decision ladders up to your strategic objectives. Together, we’ll make sure you make confident, data-backed decisions when it comes to every transaction.

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solution overview

Buy-Side Financial Due Diligence
  • Quality of Earnings and Revenue
  • Analyses of Working Capital
  • Debt and Debt-like Items and Profitability
  • Analyses of Business Trends and Potential Risks
  • Accounting Systems Assessments
  • Carve-outs
Tax Due Diligence & Structuring
  • Advice and Modeling
  • Tax Optimization and Structuring
  • Assessment of Income Tax Methods
  • Tax Compliance and Exposure Analysis, including Federal, State, International and Indirect Taxes
  • Tax Attribute Limitation Analysis
  • Earnings and Profits Analysis
  • Transfer Pricing Compliance
Post-Transaction Services
  • Working Capital True-up Assistance
  • Purchase Price Allocations and Disputes
  • Financial Modeling
  • 100-Day Plan – Post-merger Integration Services
  • Assurance and Tax Services

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Operational Due Diligence
  • Synergy / Savings Opportunities and Identification
  • Cash Flow Projections
  • Production Assessment and Opportunity
  • Supply Chain Assessment
  • Equipment / Assets Considerations

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IT Due Diligence
  • IT
  • Cybersecurity
  • Compliance and Data Privacy
  • Corrective Action Plan Development
  • Remediation Assistance

Sell-Side Financial Due Diligence

  • Quality of Earnings and Revenue
  • Analyses of Working Capital
  • Carve Out Assistance and Issues
  • Data Room and Buy-side Request Assistance
  • Technical Accounting Matters
Commercial Due Diligence
  • Competitive Landscape
  • Market Sizing and Opportunity
  • Customer Segmentation and Analysis
  • Strategy and Revenue Expectations

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FEATURED insight

Assisting in the acquisition of 10 veterinary practices

Assisting in the acquisition of 10 veterinary practices

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