Our Services

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.

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

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 & 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

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

IT Due Diligence

IT, cybersecurity, compliance and data privacy

Corrective action plan development

Remediation assistance

Our Team

Eric D. Pitts

CPA
Shareholder
Private Equity & Transaction Advisory Services Practice Leader

Transaction Advisory Services

Patrick Gutierrez

Managing Director

More Team Members

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Case Studies

Additional Resources

Video

2021 Fourth Quarter Assurance & Tax Services…

Jan 13th, 2022

How will emerging accounting, regulatory, and market developments impact financial reporting for your organization? This webinar covers regulatory and tax updates as well as cybersecurity…
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Article

2021 Fourth Quarter Assurance and Tax…

Jan 10th, 2022

Happy New Year! We hope you and your family were able to enjoy the holiday season. We look forward to serving and partnering with you…
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Article

Financial Services 2021 Fourth Quarter Report

Jan 04th, 2022

Happy New Year! We hope you and your family were able to enjoy the holiday season. We look forward to serving you and partnering you…
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Contact Our Team

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