Transaction Advisory Services
Co-developing an experience with you
CO-CREATE | CO-DEVELOP | DELIVER
Co-creating the future with our clients
- Services
- International Desk
- Stages of Business
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Industries
- Agribusiness
- Construction
- Energy and Oilfield Services
- Health Care
- Hospitality
- Import and Export Assistance
- International Business
- Life Sciences
- Manufacturing and Distribution
- Not-for-Profit
- Private Equity and Venture Capital
- Professional Services
- Real Estate
- SEC / Public Companies
- Technology
- Transportation and Logistics
- PKF Advisory
- Joint Venture Strategic Advisors
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Case Studies
According to a report from IR Global and The Alliance of M&A Advisors, "Vanishing Borders: How the private M&A market is making global gains," 60% of mid-market professionals believe M&A activity will increase during the next 12 months.
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.
- Business Valuation
- Dispute Resolution
- Divestiture Advisory Services
- Financial Due Diligence
- Operational Transaction Services
- Restructuring Services
- Tax Due Diligence
The PKF Texas valuation consultants help middle-market companies successfully manage the value of their assets in today's rigorous compliance and regulatory environment. Our personnel understand how to report value according to GAAP, tax and regulatory rules. This allows third parties to understand the worth of an entity, asset or liability so they can make informed business and investment decisions. Our valuation consultants can help you properly quantify and articulate your business value for taxation, transaction, financing, litigation and strategic management purposes.
From working as an advisor to the buyer or the seller to serving as a neutral accounting arbitrator, the PKF Texas Transaction Advisory Services team has extensive experience working in all phases of a transaction.
When a dispute arises during or after a merger or acquisition, calling upon an objective, independent third-party is critical to reaching a settlement.
- Net working capital calculations
- Revenue recognition
- Earn-out comutations
- Tune-up payment analysis
- Application of GAAP
- 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
- 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
- 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
- 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
- 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
Transaction Advisory Services Videos
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Get the Best Deal for Selling Your Business
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The Pitfalls of Preparing to Sell Your Business
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What to Do When a Buyer Calls
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Valuating Your Business – How to Get Started
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How to Mentally Prepare for the Sale of Your Business
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Before You Begin Preparing Your Business For a Sale…
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The First Steps of Preparing Your Business For a Sale
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Transaction Tips: Prevent the Delay of a Sale
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The Importance of Getting Your Financial House in Order
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5 Basic Steps to Due Diligence
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What is Due Diligence and What are the Benefits?
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Three Critical Tips for Buying a Business
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Tips Before Buying a Business
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Considerations when Buying or Selling a Business
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Chris Hatten Explains a Quality of Earnings Statement
Service Leaders
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Martin Euson, JD
Director, Tax
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Matthew Goldston CPA, CM&AA, CVA, CEPA
Director, Entrepreneurial Advisory Services
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Chris Hatten, CPA, CM&AA, CVA
Director, Audit
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Byron Hebert, CPA, CTP
Chief Growth Officer & Practice Leader, Entrepreneurial Advisory Services
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Chip Schweiger, CPA, CGMA
Director, Audit
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Gary Voth, CPA, JD
Chairman of the Board & Director, Tax
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Chris Dodd, CPA
Director, Tax
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Kimberly Wood, CPA, CEPA
Senior Manager, Audit