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Transaction Consulting

Targeted advice on deal structure, financing and transaction decisions.

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Strategic Guidance for Complex Deals

Transaction consulting gives you targeted expertise on one deal issue: structure, financing, tax impact or whether the model holds up. It is a focused alternative to a full advisory engagement.

You get experienced accounting, tax and valuation advisors on a defined scope. We work alongside your attorney, banker or internal team and deliver analysis you can use in negotiations or board discussions.

What We Do

1

Deal Structure Analysis

Comparing structures and recommending one that meets your financial and tax objectives.

2

Financial Modeling

Building or reviewing models that support valuation, financing and decision-making.

3

Tax Structuring

Identifying tax-efficient approaches to transaction design for buyers and sellers.

4

Financing Advisory

Assessing debt, equity and alternative financing options and their impact on cash flow.

5

Second Opinion Services

Reviewing other advisors' work and providing an independent perspective.

Who Is This For

  • Companies with in-house deal teams needing specialized support
  • Business owners evaluating offers or deal terms
  • Advisors seeking independent analysis or validation
  • Investors needing targeted expertise on a specific transaction

Meet the Team

Our transaction consulting team provides focused expertise on the issues that matter most to your deal.

Frequently Asked Questions

How is transaction consulting different from M&A advisory?

Transaction consulting covers one defined issue, such as deal structure, financing, tax impact or a review of the model. M&A advisory supports the full process from planning through closing.

Can you work alongside our attorney or banker?

Yes. We work alongside attorneys, bankers and internal teams and focus on the accounting, tax and valuation questions in the deal.

Need transaction support?

Let's figure out the right approach.

Connect With Us Call: 610-544-5900

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