Buy or Sell Your Business With Confidence

From financial due diligence and tax structure to cash flow modeling and asset allocation, our experienced team is in your corner.

Buying a Business

Financial Due Diligence

Review financials and payroll records, assess SDE or EBITDA, and identify potential financial risks, inaccuracies, and areas of non-compliance.

Tax Due Diligence

Review the company's tax liabilities to determine whether appropriate taxes have been paid for the preceding three years.

Tax Advisory

Assist you in negotiating the allocation of assets for a tax-advantageous position.

Entity Advisory

Consult on appropriate entity formation for the purchase.

Cash Flow Modeling

Create a post-close budget to forecast revenue, profit, debt coverage, and bear / bull scenarios.

Post-Close Finance & Tax

We'll get you started on the right financial footing with accurate, up-to-date books, worry-free tax compliance, and finance advisory services.

Selling a Business

Exit-Ready Consulting

Sell your business for the price you want, on the terms you want, all while protecting your employees and everything you've built.

Exit-Ready Financials

Messy books and mismatched tax records kill deals or drastically reduce purchase price. Get your books in order and max out your multiple.

Tax Advisory

Assist you in negotiating the allocation of assets for a tax-advantageous position.

What Clients Say

Don’t take our word for it: hear directly from some of the 400+ clients who trust us with their finance & tax strategy.