Services
Transaction Advisory Services
Buying or selling a business? Do it with confidence.
There’s no denying it. Buying or selling a business is a big deal. It’s financially complex and emotionally challenging—and there’s a lot on the line.
Our transaction advisory services (TAS) group can help you make sense of the process and give you peace of mind as you move forward. We’ll help you structure a successful transaction—and a healthy transition.
Featured Industries
Considering a transaction?
Let's tackle the details together
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01.
Identify Requirements and Expectations
Preparing you for a life-changing business transaction is as important as preparing the business itself. We’ll help you define your financial requirements, identify the ideal transaction type and characteristics, and determine an optimal post-transaction relationship. -
02.
Complete Pre-Sale Due Diligence
We’ll help you evaluate your company’s readiness and address issues that impact enterprise value. -
03.
Quality of Earnings Assessments
Our due diligence approach is customizable; we want our services to fit your unique circumstances. Ranging in complexity and scale, our quality of earnings assessments provide comprehensive insights into a company’s financial health and performance so you can make informed decisions.
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04.
Assess Business Value Drivers
We’ll help you identify and evaluate strategies to prepare your company to maximize enterprise value and capitalize on the transaction. -
05.
Enhance Value
Whether you plan to sell your business or retain it for the next generation, we’ll help you assess the organization to reduce business risk and boost enterprise value. -
06.
Analyze Transaction Value
We can help you calculate transaction value based on deal type, capital structure, cash flows, and risk profile to define the ultimate sale structure for your transaction.
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07.
Align and Retain Employees
Retaining key employees before and after your transaction drives value and expands the buyer pool. We’ll proactively identify and evaluate strategies to align employees with owners for a win-win solution. -
08.
Purchase Price Allocation
Allocating sale proceeds is as much an art as it is a science. We’ll help you allocate the purchase price among assets, stock, goodwill, and more to minimize taxes and risk while maximizing results—the perfect blend of meeting financial goals and protecting wealth.
Our transactional advisory services can help you...
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01.
Complete Buy-Side Due Diligence
Understanding the financial strengths and weaknesses of a target company is essential to making informed transaction decisions. We’ll help you get there. -
02.
Undertake Operational & IT Due Diligence
What is the target company’s level of technological sophistication? We’ll help you understand the operational and IT landscape and identify opportunities to mitigate company and integration risk.
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03.
Structure Your Deal
Sales price, capital structure, working capital, and transaction type all impact the net proceeds and post-sale relationship. We’ll help you analyze the target company and the timing and structure of your deal to minimize risk, maximize returns, and reduce impact on your organization. -
04.
Complete Taxation Due Diligence & Structuring
To optimize your proceeds, we’ll analyze the proposed transaction and identify alternatives to negotiate and structure.
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05.
Resolve Post-Transaction Disputes
If post-transaction-related disputes arise, we’ll be there for you, helping you address issues so you can proceed with business as usual.
Don't take our word for it
“Perkins has the brightest, most attentive associates I’ve had the pleasure to work with. They are proactive when it comes to tax planning, thorough in their reviews, extremely knowledgeable, willing to help, and most importantly, they take the time to understand intricacies and specifics of our businesses.”
Becky Howell
Cryopartners LLC
“I love the relationship that we have with Perkins. Top to bottom, the organization is so professional, knowledgeable and genuinely seems to look out for my/our wellbeing. A true partner in every sense.”
Eric Gregg
ClearlyRated
Transaction Advisory Services
Leadership
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