Transaction Advisory Services

Our Transaction Advisory Services group consists of highly-skilled specialists with deep subject matter expertise across all areas of potential influence to the ultimate economics of significant business transactions.

Led by former Big Four professionals, our group is proud to offer the highest level of client service and expert advice to assist you in making the most educated decisions regardless of the underlying complexities of the contemplated transaction scenario.

Whether you are seeking to acquire or divest all or a portion of a company, recapitalize or restructure your current balance sheet, or are contemplating any other significant capital-exchanging event, our cross-functional team of dedicated transactions professionals can help identify and realize incremental value from multiple perspectives.

Financial Due Diligence

  • Buy-side due diligence
    • Evaluate historical operating results of a target company from a run-rate and/or pro forma perspective
    • Quantify significant components of a company’s potential enterprise and equity value including:
      • Adjusted EBITDA 
      • Debts and debt-like items
      • Normalized level of net working capital
  • Sell-side due diligence
    • Understand options and determine goals for exit planning
    • Assist seller to see business through an investor or buyer’s eyes with sell-side Quality of Earnings and other financial performance metrics
    • Identify and help mitigate potential issues prior to going to market
    • Process, coordinate, and present seller’s data in formats familiar to buyers and investors

Tax Diligence

  • Quantify after-tax (federal, state, local, international) cash flow from potential transactions
  • Assist with structure of transactions and purchase price allocations for higher after-tax cash to seller
  • Identify and quantify potential tax exposure in buying or selling a business

Valuation Services

  • Conduct business appraisals
  • Determine purchase price allocations
  • Prepare financial modeling and FP&A consulting
  • Provide Fair Market Value Assessments

IT Due Diligence

  • Identify software licenses and use of proprietary software and systems
  • Evaluate data security and regulatory compliance programs for IT
  • Assess cyber security incidents and cyber risk factors
  • Analyze programs for testing the continuity and recovery of information systems

Key Contacts

Partner | Transaction & Litigation Services

Partner | Tax Transaction Advisory Services

Director, Valuation Services

Director | Business Valuation Practice Leader

Director | Digital Advisory

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Contact Us

To learn more about Transaction Advisory Services at Daszkal Bolton, simply fill out our contact form, or call (561) 367-1040.