Buying and selling businesses is complicated and experience matters.  Our leadership team and professionals have supported hundreds of transactions with our private equity clients and publicly held/privately held clients.

Our team provides the following Transformation Advisory services:

Due Diligence

  • Financial, Tax & IT
  • IT Assessments
  • Best Practice Reviews

Tax Advisory

  • Monitoring Change of Ownership Requirements – Section 382 of the Internal Revenue Code
  • Maximizing Utilization of Acquired Tax Attributes
  • Tax structuring to compliment commercial needs
  • Exit Readiness
  • Review of prior tax filings in determining income tax positions taken and potential controversies

IPO Support

  • Accounting Support
  • Audit Preparation and Facilitation
  • SEC and Financial Reporting
  • Technical Accounting Implementation
  • Tax Provision Preparation