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Transaction Advisory Services - Powered by PKF Texas

We Co-Develop an Experience With You

Our Transaction Advisory Services (TAS) professionals work closely with clients to help them make better and more-informed decisions about how they strategically manage capital and transactions. Advising our clients through the strategic framework of raising, investing, optimizing, and preserving capital, we’re able to help companies consider their issues and challenges and, more importantly, understand their options at every stage of the capital life cycle. In doing so, our TAS professionals bring together a combination of unique skills, insight, and experience to deliver valuable and tailored advice to the heart and soul of your business.

Our TAS professionals help private equity, public companies, and strategic buyers throughout the transaction life cycle, co-developing an experience that drives competitive advantage, increases stakeholder returns, and achieves long-term success.

Transaction Support – Financial Due Diligence 

(Buy-Side)

Divestiture Advisory Services (Sell-Side)

 

  • Assessment of sustainable earnings / free cash flow
  • Analysis of key revenue and cost drivers
  • Analysis of commitment and contingencies and debt-like items
  • Critique of forecast
  • Identification of balance sheet exposures
  • Review and input of closing deal structure
  • Evaluate Sarbanes-Oxley (SOX) Section 404 readiness
  • Assess operating working capital needs
  • GAAP / cash accounting differences
  • Employee benefits diligence
  • Review and commentary on contracts (SPA)
  • Full enterprise sales
  • Carve-out financial statements
  • Proactive portfolio management
  • Portfolio / business unit valuation assessment
  • Pre-sale financial and tax due diligence from a buyer’s view
  • Offering memorandum financial information preparation
  • Transaction model development
  • Data room support
  • Assessment of alternative tax structures
  • Form 10 filing and pro forma consideration assistance
  • Operational separation assistance

Transaction Tax – Tax Due Diligence (Buy-Side)

Operational Transaction Services
  • Analysis of federal, state, local, and international tax risk
  • Analysis of customs, duties, VAT and other indirect tax assessments
  • Evaluation of significant historical tax exposure
  • Identification of post-transaction tax reduction opportunities
  • Tax-efficient acquisition structuring
  • Review and commentary on contracts (SPA)
  • Integration
  • Assessments of carve-out / stand-alone costs and risks
  • Synergy assessment and delivery
  • Day-one readiness assessment
  • Operational due diligence

Restructuring Services

 
  • Advice on liquidity management process
  • Assessment of business plan and strategic alternatives
  • Advice on alternate debt / equity structures
  • Advice on pre-bankruptcy and divestiture planning
  • Pre/post-restructuring tax planning and tax reporting
 

 

 

Resource Links

 

Contact Our Transaction Advisory Services Team

It will be our pleasure to answer any questions you may have about our capabilities. Please contact us to schedule a time to meet to discuss how we can best serve your needs.



Chris Hatten, CPA, CMAA Director, Audit
Full Bio & Contact Info

Byron Hebert, CPA, CTP Director and Practice Leader, Entrepreneurial Advisory Services
Full Bio & Contact Info



Martin Euson, JD Director, Tax
Full Bio & Contact Info

Gary Voth, CPA, JD Director, Tax
Full Bio & Contact Info


Kris Ponnequin, CPA, CMAA Senior Manager, Tax
Full Bio & Contact Info

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