Business Transaction Advisory

We realize that a successful due diligence project can only be achieved if expectations are understood and met. Communication and planning underscores our approach. Our group is trained in project management and is committed to timely communication to ensure that the project stays on course. 

Our financial analysts and valuation specialists can assist you in analyzing and structuring an acquisition or merger. 

Our phased approach begins with high level assessments of the financial condition of the company, inquiries directed to identify potential deal breakers and financial drivers, and identification of key personnel and data. The second phase is a thorough analysis of quality of earnings, significant accounts and areas of interest along with of normalization of EBITDA and other financial assessments. 

An often overlooked aspect of due diligence is the value that can be unlocked from an operational analysis. An operations review can provide valuable information about future capital expenditures and ability to meet intended goals and objectives with existing infrastructure. 

Whether the objective is to value a contemplated transaction or assign value to intangible assets for the purpose of purchase price allocation to an opening balance sheet, our valuation services can help.

Our Risk Management services is designed to safeguard your business against potential threats and uncertainties. We offer comprehensive risk assessments, tailored mitigation strategies, regulatory compliance advisory, and cybersecurity solutions to ensure your transactions are secure and successful.