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Transaction Advisory Services - Powered by PKF Texas

PKF Texas: Co-developing 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 their capital and transactions. Advising our clients throughout each phase, whether they are raising, investing, optimizing, or 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 lifecycle. In doing so, our TAS professionals bring together a combination of unique skill, insight, and experience to deliver valuable and tailored advice to the heart and soul of your business.

Our TAS professionals advise and work with private and public companies throughout the transaction lifecycle, whether they are on the buying side or selling side. We co-develop an experience that drives competitive advantage, increases stakeholder returns, and achieves long-term success.

Financial Due Diligence

Divestiture Advisory Services

  • Assessment of sustainable earnings/free cash flow
  • Analysis of key revenue and cost drivers
  • Analysis of commitments and contingencies and debt-like instruments
  • Critique of forecast
  • Identification of balance sheet exposures
  • Review and input on closing deal structure
  • Assess operating working capital needs
  • GAAP/cash accounting differences
  • Employee benefits diligence
  • Review and commentary on contracts and agreements
  • Carve-out financial statements for business segments
  • Portfolio/business unit valuation assessment
  • Pre-sale financial and tax due diligence from a buyer’s view
  • Transaction model development
  • Data room support
  • Assessment of alternative tax structures
  • Form 10 and Form S-1 assistance
  • Operational separation assistance
  • Management of sale process
  • Pre-sale advisory

Tax Due Diligence

Operational Transaction Services
  • Analysis of federal, state, local, and international tax risk
  • Analysis of customs, duties, VAT and other indirect taxes
  • Evaluation of significant historical tax exposure
  • Identification of post-transaction tax saving opportunities
  • Tax-efficient acquisition structuring
  • Review and commentary on contracts and agreements
  • Integration of systems, people, and processes
  • Assessments of carve-out/stand-alone entity
  • Synergy assessment and cost reduction
  • 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
  • Chief Restructuring Officer
  • Outsourced Controller/CFO capabilities
  • Accounting assistance


Thought Leader Publications

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

Chip Schweiger, CPA, CGMA Director, Audit
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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