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Transaction Advisory

Solutions

Advisory

Transaction Advisory

elliott davis

Strategic decisions, made easier.

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Whether you are buying, selling, reorganizing, or investing in a business, you know that all transactions involve both risk and opportunity. Our dedicated and experienced Transaction Advisory Services team will advise you through every stage of the transaction life cycle. By leveraging our team’s analytical skill and real-world experience, we deliver data-driven insights to help reduce risk and maximize transaction value.

Our transaction advisory team includes financial, tax, IT, and management consultant professionals that partner with private equity firms, family offices, mezzanine funds, and public and private companies in the middle market across a broad range of industry verticals. We tailor our approach for each engagement to focus on strategic objectives and key deal points to provide sound advice and insight to help you make the right decision.

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solution overviews

Buy-Side Financial Due Diligence

  • Quality of Earnings and Revenue
  • Analyses of Working Capital, Debt and Debt-like Items, and Profitability
  • Debt and Debt-like Items and Profitability
  • Analyses of Business Trends and Potential Risks
  • Accounting Systems Assessments
  • Carve-outs

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

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

IT Due Diligence

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

Commercial Due Diligence

  • Competitive Landscape
  • Market Sizing and Opportunity
  • Customer Segmentation and Analysis
  • Strategy and Revenue Expectations

Operational Due Diligence

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

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

THE TEAM

meet our

specialists

Brett Lanzl

Shareholder

Eric D. Pitts

Shareholder

Tom Leahey

Principal

Nick Crandall

Managing Director

Jonathan Barrington

Principal

Anne Crowell

Director

Ben Pokorney

Principal

Tyler Wise

Principal

Featured Insight

Assisting in the acquisition of 10 veterinary practices

Discover how Elliott Davis's financial due diligence helped a national veterinary service provider assess a potential transaction, uncover risks, and validate financial forecasts. Learn how in-depth earnings analysis, tax evaluation, and IT diligence enabled informed decision-making and negotiation.

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more insights

Understanding the Cash vs. Tax Carry Mismatch in Private Equity FundsUnderstanding the Cash vs. Tax Carry Mismatch in Private Equity Funds

Understanding the Cash vs. Tax Carry Mismatch in Private Equity Funds

Learn why private equity GPs may owe taxes on carried interest before receiving cash distributions and explore strategies to manage tax and liquidity risk.

Article
August 17, 2026
A seller’s guide to integrated diligence: How financial, tax, and technology readiness drive valueA seller’s guide to integrated diligence: How financial, tax, and technology readiness drive value

A seller’s guide to integrated diligence: How financial, tax, and technology readiness drive value

Prepare your business for sale with integrated financial, tax, and technology diligence. Reduce risk, defend value, and strengthen buyer confidence.

Article
July 7, 2026
Financial readiness for MedSpa owners: Preparing for private equity the right wayFinancial readiness for MedSpa owners: Preparing for private equity the right way

Financial readiness for MedSpa owners: Preparing for private equity the right way

Prepare your MedSpa for private equity with financials that stand up to scrutiny. Improve EBITDA clarity, streamline diligence, and protect valuation.

Article
July 1, 2026
Your first year-end after selling to an ESOP: Accounting, audit, and tax considerationsYour first year-end after selling to an ESOP: Accounting, audit, and tax considerations

Your first year-end after selling to an ESOP: Accounting, audit, and tax considerations

Learn how to properly approach the first year-end after an ESOP transaction with key accounting, audit, and tax considerations to improve reporting, manage risk, and support employee ownership success.

Article
June 11, 2026
Bank and credit union M&A enters a new era of strategic intentBank and credit union M&A enters a new era of strategic intent

Bank and credit union M&A enters a new era of strategic intent

Bank and credit union M&A rebounded in 2025, shifting from crisis-driven deals to strategic growth, regulatory clarity, and stronger purchase accounting discipline.

Article
May 8, 2026
Transforming a growing pediatric DSO into a scalable, private equity-ready platformTransforming a growing pediatric DSO into a scalable, private equity-ready platform

Transforming a growing pediatric DSO into a scalable, private equity-ready platform

See how a nine-office DSO built a scalable, private equity-ready platform using office-level modeling, KPI dashboards, and a centralized back-office.

Case Study
February 26, 2026

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