Transaction Advisory Services

CPA Transaction Analysis & Advisory Services

Based In Denver North Carolina

Transaction advisory services provide information for buyers, sellers and investors across multiple industries. The primary objective is to provide clients with information that allows them to validate, renegotiate, restructure or withdraw from a potential transaction.

 

Buyer-Side Financial Due Diligence

  • Quality of Earnings (EBITDA)
  • Cash-Flow Quality Assessment
  • Assets and Liabilities Quality Assessment
  • Working Capital and Recent Trends Analyses
  • Financial Projections Analysis
  • Key Performance Indicator Analysis
  • Customer and Product Price/Volume Analysis
  • Accounting Department and Financial Reporting Process Documentation
  • Purchase Agreement Assistance
  • Potential Risks and Operational Weaknesses

Seller-Side Financial Due Diligence

  • Quality of Earnings (EBITDA)
  • Financial Reporting & Accounting Process Analysis and Improvement
  • Divisional Carve-Out Assistance
  • Data Request Strategy and Assistance
  • Transaction Planning
  • Purchase Price Adjustment Analysis
  • Working Capital Analysis

Post-Transaction Analysis

  • Working Capital Analysis
  • Purchase Price Allocation
  • Interim CFO Duties