Transaction Advisory

INSPIRED TO MAKE YOUR NEXT DEAL A GREAT ONE

Empower your transaction with invaluable knowledge and resources.

Empower your transaction with invaluable knowledge and resources.

Handing over the reins of a business, or performing due diligence to acquire one, is no easy task. The goals may seem simple, but different buyers and sellers present different challenges to a fair sale. Transitions come with a variety of tax issues, so it’s critical to have an experienced advisor who knows how to get a deal done.

Our team has the experience and resources to make your deal or due diligence as seamless as possible. We've handled it all, from family transfers to large-scale purchases. Our personal approach puts your goals in the spotlight, and our connections with other private equity groups can help put all your options on the table.

Latest Insights

January 23, 2020
Article
Working capital can often get overlooked in a transaction, but its impact on a deal should not be underestimated.
January 17, 2020
Article
As a business, you have a life cycle. This cycle includes fun steps such as startup, growth and maturity, as well as a few growing pains like decline and rebirth/innovation/closure. One of the ways to continue this cycle is through merger or …
January 14, 2020
Article
There are a number of different buyer groups to consider when selling your business. Typically, they fall into one of two categories. Read more to find out.
January 11, 2020
Article
For many clients, the investment in their business is the most significant financial asset they own. Our goal as trusted advisors is to help them increase the value of that asset and realize that value upon exit of the business.
January 4, 2020
Article
While each business owner chases success in his or her own unique way, there are some things nearly all owners have in common. Hard work, determination, a vision of what could be, and the will to make it happen—these are the stock and trade of …
October 9, 2019
Article
While we may not know the future outcome of the exemption, we do know its current status. If you are considering using the higher exemption available today, talk to your business advisor to be sure you understand the tax and cash flow consequences …

Contacts

Chad M. Flanagan
Chad M. Flanagan
Partner-in-Charge of Business Valuation
Amber J. Ferrie
Amber J. Ferrie
Partner
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