Buying, selling, or restructuring a business may be one of the most significant decisions you ever face. It is complex, has high stakes, and is deeply personal. AAFCPAs helps clients navigate the unknowns with clarity, uncover hidden risks and opportunities, and help you move forward with a transaction aligned to your goals.
Transaction Advisory Support When the Stakes Are High
Every transaction brings pressure. Timing is critical, and so is the story your numbers tell. We work with clients to prepare for due diligence, address risks before they become roadblocks, and shape deals that reflect the true value of a business while minimizing tax impact. From first conversations to closing, AAFCPAs helps you move forward with confidence—aligned, informed, and ready for what comes next.
Our clients often manage more than a single entity or goal. A founder may be preparing to sell multiple related businesses. A physician might be balancing personal estate planning with a multi-phase exit. A buyer may be acquiring across several portfolios or planning for internal succession. We help you evaluate the full financial picture and model what various paths could mean, so decisions reflect both current needs and future objectives.
AAFCPAs offers coordinated support across financial, tax, legal, and operational disciplines. Your team includes CPAs, Certified Merger & Acquisition Advisors (CM&AAs), Certified Exit Planning Advisors (CExPs), consulting tax attorneys, trust and estate tax strategists, consulting CFOs, CERTIFIED FINANCIAL PLANNER™ professionals (CFPs®), and Chartered Global Management Accountants (CGMAs). We work closely with legal counsel, investment bankers or brokers, and other external advisors to ensure alignment. Our role is to reduce uncertainty and help you make informed decisions every step of the way.
Sell-Side Advisory Services for Business Owners Preparing to Exit
One of the first challenges sellers face is getting their financial house in order. Many have never been through a transaction and may not realize what buyers or investors expect to see—or how much it matters. We help you prepare financials that reflect your business accurately and professionally to promote a faster and more profitable sale. This includes understanding your internal basis of accounting, addressing gaps in reporting, and translating internal records into external financial presentations that withstand scrutiny. We can augment your existing team, who has institutional knowledge, with our team’s extensive transaction experience. If required by a buyer or seller, our assurance team can perform audits, reviews, compilations, or “Agreed Upon Procedures”.
From a tax standpoint, this process often begins well before going to market. We assist with restructuring, entity shifts, and strategic gifting to align ownership, minimize tax exposure, and support long-term planning goals ahead of a transaction. Early planning undertaken prior to going to market can help position a business more favorably and maximize after-tax proceeds.
We also work directly with your legal team during the diligence and negotiation stages to support key financial and tax elements of the transaction, from early-stage term sheets to final Asset or Stock Purchase agreements. Our advisors help shape terms that reflect your business model and goals. We guide you through decisions around deal structure, tax allocation, and proceeds—before anything is finalized. With fewer surprises and stronger positioning, you gain clarity and leverage when it matters most.
Buy-Side Advisory Services: Financial & Tax Due Diligence
Buyers face a different set of challenges, especially when clarity is limited. We help you evaluate a potential acquisition from all angles: financial quality, tax exposure, operational risk, and strategic fit. Our team supports you in identifying red flags early, interpreting seller financials, and asking the right questions before committing capital.
We assist with financial and tax due diligence, structure modeling, and scenario planning—helping you understand the full cost and opportunity of a deal. We also collaborate closely with your legal and financial teams to ensure alignment and speed to close. For buyers acquiring a business without in-house deal experience, AAFCPAs provides the transaction leadership and insight needed to proceed with confidence.
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Janice O’Reilly
Richard Weiner
Julie Sauriol
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