Transaction Advisory Services
Transaction advisory services encompass a range of specialized services provided by a CPA to assist businesses in navigating complex financial transactions. These services are crucial during mergers and acquisitions, initial public offerings (IPOs), and other significant business transactions. We analyze financial statements, historical performance, market trends, and other critical factors to evaluate the financial health and potential risks associated with a transaction. By identifying opportunities and potential pitfalls, CPAs enable clients to negotiate favorable terms, mitigate risks, and optimize the financial outcomes of their transactions.
We help our clients understand the financial implications of different deal structures, assess the financial feasibility of the transaction, and conduct thorough valuation analyses to determine fair market value. By providing comprehensive financial insights and expertise, CPAs in transaction advisory services contribute to successful and value-enhancing transactions, ensuring that businesses can navigate complex financial landscapes with confidence.
Items You’ll Need to Get Started:
- Financials for the past 3–5 years
- Current year-to-date financial statements
- Legal entity information
- Organizational chart and ownership structure
- Due diligence documentation (if available)
- Description of the transaction (buying, selling, merging, etc.)
- Business plan and growth strategy
Transaction Advisory Services
- Financial due diligence for deals, including assessment of cash flows, working capital, profitability, key business drivers, potential risks, etc.
- Business valuation
- Assistance in obtaining financing
- Business modeling
Real clients. Real results
