Business Consulting

Transaction Advisory Services

 

Transactions are never simple. Executives and investors face significant risk, rapidly changing dynamics, and compounding complications. As a result, many deals leave value on the table and many more never even close. As one of the top transaction advisory services practices in the western U.S., EKS&H has helped hundreds of premium brand businesses and private equity groups (PEGs) take the right steps along the way.

Day One to Deal Done.

During all steps of the process—initial strategy and planning, comprehensive due diligence, structuring, close, and post-close integration—our transaction advisory services team helps each client achieve the most favorable valuation and complete the optimal deal for its specific situation.

Support for All Your Transactions

We have more than 25 dedicated transaction advisory consultants available with deep technical accounting, finance, tax, and industry knowledge, so we can identify issues and opportunities others might miss. We use advanced data mining software and research tools to provide key insight into the numbers and maintain relationships with a team of experienced attorneys, investment advisors, bankers, and lenders to offer strategic advice. Our collaborative, responsive approach, which is based on constant communication, helps avoid costly mistakes before they happen.

Our transaction advisory services include:
M&A Buy-Side Due Diligence
Whether you want to create new growth and opportunity through a stronger financial position, increased market share, an expanded product line, or deeper technical expertise, maximum transaction value is our singular goal. More »
M&A Sell-Side Preparedness
EKS&H provides a collaborative approach that strengthens your position in the transaction, with objective data-mining analysis, combined with a highly experienced staff that understands the unique dynamics of your business. More »
Business Valuation
EKS&H has extensive experience helping clients recognize the forces that influence the business valuation of companies and bringing credibility and clarity to complex valuation issues. More »
Financial Planning and Analysis
Whether you’re expanding operations or divesting, experiencing cash constraints, shifting your business model, or making significant investments, EKS&H can help you understand the financial impact of these kinds of changes. More »
Post-Close Integration
By utilizing post-transaction integration services from EKS&H, owners and investors can reduce risk, avoiding costly issues that may arise later on, and maximize synergies and value potential of the deal. More »

EKS&H Transaction Advisory Services - Investment Lifecycle


The EKS&H Advantage

As a nationally recognized professional services firm, EKS&H provides the highest quality transaction advice. You can be confident in our services, which offer benefits based in four key elements:
  • Dedicated professionals with extensive industry, accounting, and finance experience
  • A breadth of resources, including 700+ professionals, found only in national firms
  • Technology and tools that provide greater understanding to all parties
  • Relationship-based service that is singularly focused on your strategic objectives

Talk with Our Service Area Lead

Connect with Joanne Baginski to discuss your transaction advisory services options.

We're Here to Help

Wherever you are in your transaction process, our team can help. From day one to deal done.

Meet the TAS Team

Tips for PE Buyers to Keep Management Intact

Joanne Baginski
Keeping existing management in an acquired company can be the difference between a great investment and a lackluster return. Meaningful incentive compensation plans can help. 

Read more »

GETTING THE DEAL DONE: 4 ASSESSMENTS THAT CAN HELP ENSURE A SUCCESSFUL MERGER

Joanne Baginski
Mergers and acquisitions are becoming more competitive but using the right capabilities assessments can help ensure your deal is successful.

Read more »

TRANSACTION STRATEGY: AVOID THESE 10 MISTAKES WHEN CALCULATING WORKING CAPITAL

Kindal Sullivan
Calculating net working capital during the purchase and sale of a business can be deceptively complicated, and requires care to avoid common mistakes.

Read more »

6 AREAS PE INVESTORS SHOULD EVALUATE TO PRICE ACQUISITIONS

Joanne Baginski
To achieve maximum increased value for future sales, and avoid overpaying, private equity investors should conduct detailed due diligence. This article originally appeared on PE Hub.

Read more »

BUSINESS TRANSITION PLANNING: WHAT, WHY, WHO, WHEN, AND HOW

Patrick McFarlen
The earlier in the life of a company that an owner creates a business transition plan tailored to their specific goals, the more options will be available when it comes time to sell.

Read more »

JUST THE RIGHT DOSE: INVENTORY COSTING FOR PHARMACEUTICAL TRANSACTION

EKS&H Case Study
For a medical nutrition company, EKS&H provided significant inventory adjustment, which reduced reported balance and prevented over-paying.

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NEW REVENUE AND LEASING RULES COULD BE FAR-REACHING

Joanne Baginski
New revenue and leasing rules could have significant implications for budgets, valuations, debt covenants, bonus plans, and acquisition earn-out calculations for companies.

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Focus on Data to Get the Price Right in M&A Deals

Joanne Baginski
Buyers and sellers no longer have an excuse for relying on emotions and assumptions for valuation development. Based on objective data, software can uncover the true story. 

Read more »
Though we've used other providers in the past, we could not be more pleased working with the EKS&H Transaction Advisory Services group on our deals. We appreciate their responsiveness when we have questions or want more information on technical matters, and we benefit from their team's flexibility when target or transaction circumstances change. We view Joanne and her team as an extension of ours. Managing Partner
Denver-based Private Equity Fund