Transactional 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 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.

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Client Service Lifecycle

Pre-Q of E Readiness

Quality of Earnings

Due Diligence

Structuring & Modeling

Pre-Q of E Readiness

Quality of Earnings

Due Diligence

Structuring & Modeling

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
Normalized EBITDA analysis
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