Transaction Advisory

Deals are complex. You need the right team of approachable advisors in place to co-create solutions to help you meet your goals. Our Transaction Advisory Services professionals advise and work with family offices and private and public companies throughout the transaction lifecycle, whether they are on the buying side or selling side.

Whether you are a private equity firm structuring the exit of one of your portfolio companies or a startup with your first round of venture capital funding secured, our clients include: Private equity funds, Venture capital funds, Portfolio companies and Pre-revenue companies seeking funding.

Connect With An Approachable Advisor®

Client Service Lifecycle

Pre-Q of E Readiness

Quality of Earnings

Due Diligence

Structuring & Modeling

Pre-Q of E Readiness

Be ready!
Straighten up the back office and
Get your financial house in order
Recommend areas to address prior to transacting and prioritize
Identify levers to maximize value

Quality of Earnings

Unbiased
Enhances credibility
Uncovers red flags
Assess company performance via
In depth evaluation of revenue and expenses
EBITDA focus

Due Diligence

Confirmation of information presented
In addition to a Q of E, the Legal, IT and
Other corporate matters can be reviewed
Helps mitigate risk prior to the transaction

Structuring & Modeling

If not already done, engage your team of advisors
Determine the most efficient and desirable form of transaction
Identify tax and accounting considerations
Avoid traps
Retain leverage

Operations

Operational due diligence
Assessment of carve-out/stand-alone costs and risks
Day-one readiness

Divestitures (Sell-Side)

Pre-sale financial and tax due diligence from a buyer’s viewpoint
Carve-out financial statements
Alternative scenario modeling
Net operating loss (NOL) limitations and utilizations
Tax gain/loss determination

Structuring the Deal

Financial modeling
Asset vs. stock
Earn-outs and other provisions
Tax structuring

Acquisitions (Buy-Side)

Financial due diligence
Risk assessment
Revenue and earnings breakdown
Quality of Earnings (Q of E)
Tax due diligence
Tax-efficient structuring
Transaction cost analysis

Target Acquisition

Risk assessment
- Internal control review
- Industry benchmarking
- Accounting policy assessments
Tax considerations

Appreciative Clients

Rockland Capital

“Our engagements with PKF Texas are conducted efficiently and professionally. The circumstances of COVID-19 presented unique challenges, which have been seamlessly mitigated by PKF Texas. Our compliance reporting process is an accelerated one, which can often be a challenge. Therefore, we select firms that are responsive, attentive, and rise to meet the challenges of an ever-changing financial reporting landscape. PKF Texas has shown they can accept these challenges, and often exceed our expectations. We would not hesitate to recommend PKF Texas.” –Jonathan Heflin, Financial Manager