Transaction Advisory Services: Maximizing Value and Leveraging Opportunity

February 18, 2021 | Barton Walter and Krier

Designing the optimal deal requires a thorough understanding of market dynamics and key issues that affect various industries. Balancing transaction objectives with accounting, tax, regulatory, HR, and commercial considerations is critical to ensure that the acquisition is the right fit for the right price, for the both the buyer or seller. Read our blog as we discuss how our Transaction Advisory Services maximize value and leverage opportunities throughout the full spectrum of the transaction lifecycle.

What are Transaction Advisory Services?

Transaction Advisory Services (TAS) allow clients to make informed business decisions for a buy – or sell – side transaction or through expert qualitative, value-driven analysis. Barton, Walter & Krier’s TAS professionals perform a thorough review of financial, operational, and strategic considerations for a potential deal, helping clients gain a clearer perspective on the opportunities and risks it may present.

Key offerings and solutions

BWK Transaction Advisory specialists work across multiple disciplines and services with both financial (private equity, family office, or sponsor) and strategic (corporate) stakeholders to help navigate the complexities of buy-side and sell-side transactions. We approach each deal with knowledge, discipline, and a commitment to maximizing value for our clients within their defined risk profile.

Buy-side solutions

Our pre-and post-transaction buy-side services help clients assess risks and opportunities so buyers can make informed decisions on whether to proceed with the deal. BWK advisors analyze several areas of the targeted business including earnings and cash flow, assets and liabilities, operations, tax compliance issues, and more.

Sell-side solutions

Engaging in sell-side due diligence enables buyers and sellers to streamline the transaction process and address any potential concerns. BWK advisors perform a thorough analysis including valuation support and financial modeling to identify issues that may be of concern to buyers to ensure transparency on behalf of the seller.

The BWK difference

Our integrated team of financial, tax, and strategy professionals with “Big 4” and large firm backgrounds brings national and global experience across a wide variety of industries to advise clients at every stage of the transaction lifecycle. Unlike most CPA firms, we have fully dedicated mergers and acquisitions (M&A) experts with extensive experience in:

Acquisitions
Divestitures
Recapitalizations
Mergers
Joint ventures
Carve-outs (with/without audits)
Tax structuring and planning
Post-closing services including net working capital (NWC) true-ups, earn-outs, and disputes
HR integration and optimization

No matter the type or size of transaction, BWK’s advisory professionals help navigate the challenging aspects of a transaction that encompass deal issues specifically related to financial, accounting, tax, HR, and commercial issues or concerns. For more information or to speak with a TAS specialist, contact our office today.