Business Transaction Advisory

We help clients make informed decisions and execute transactions through all stages of the deal cycle.

Managing and Executing Buy-Side, Sell-Side, and Internal Transactions.

We understand how quickly transaction opportunities and challenges can arise, and how these critical business decisions can influence your company’s short and long-term success. AAFCPAs’ multi-disciplinary Business Transaction Advisory team has 50 years of experience advising businesses managing and executing buy-side, sell-side, and internal transactions.

We help clients make informed decisions and execute transactions through all stages of the deal cycle. From identifying synergies to maximizing deal returns, AAFCPAs has the specialized knowledge, tax depth, and technical expertise that sellers, buyers and lenders need.

Business Transaction Advisory

Why Clients Appreciate AAFCPAs’ Business Transaction Advisory Solutions:

  • AAFCPAs’ Business Transaction Advisory team has 50+ years of experience advising businesses managing and executing buy-side, sell-side, and internal transactions.
  • Our broad experience helps ensure success in all aspects of the transaction, including liquidity, tax structuring, asset protection, valuation, due diligence, and profitable growth.
  • Our in-house, multi-disciplinary team includes CPAs, Certified Merger & Acquisition Advisors (CM&AAs), Certified Exit Planning Advisors (CExPs), Consulting Tax Attorneys, Trust & Estate Tax Strategists, Consulting CFOs, CERTIFIED FINANCIAL PLANNER™ professionals (CFPs®), and independent insurance agents. We execute from all angles.
  • We leverage the deep resources of our 300+ person CPA and consulting firm, as well as national and global resources, and apply our proven financial consulting and tax expertise to your transaction.
  • Our depth allows us to be nimble and mobilize quickly as needed based on your timeline and internal capabilities to ensure you capitalize on time sensitive opportunities and execution.
  • We believe that proactive and open communication with our clients will always be the key to success in delivering outstanding consulting services.

Business Transaction Advisory Solutions:

Solution: Sell-Side Buy-Side Internal Transactions Private Equity Support Lenders
Evaluation of exit options: transfer/sale to outsider, transfer/sale to next generation, transfer/sale to management; partial sale to private equity firm; sell to Employee Stock Ownership Plan; or gifting      
Assessment of personal, business, and market timing
 
Due diligence processes
Evaluating if your succession plan will meet your financial and business goals        
Information system assessment: IT infrastructure, enterprise applications’ ability to support operations, IT staffing        
Analysis and advice on tax implications, opportunities & challenges  
Cash flow projections from the exchange
Liquidity solutions  
Retirement planning        
Personal financial planning    
Life insurance evaluation to ensure proper funding & key person insurance planning    
Transaction structure analysis
Key employee compensation programs    
Asset protection  
Analysis of financial documents to objectively determine the quality, viability, and stability of revenues, cash flows, and profitability  
Business restructuring  
 
Post transaction integration      

Contact AAFCPAs

We look forward to speaking with you to determine how we may best solve your needs. A firm representative will reach out to your within one business day. Looking for additional ways to reach us? Visit our Contact Page. >>