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Transaction services

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We specialize in providing end‑to‑end transaction services, mitigating risk and extracting value at every stage of a deal. 

Whether it is growth through merger/acquisition or the sale of a company, today’s business environment involves an ever-increasing level of M&A activity, placing heightened demands on business owners, managers and capital providers to make intelligent and timely economic decisions. 

The ability to combine experience, knowledge and actionable advice to help clients achieve the best possible deal is critical. That’s where we come in. As a leading, mid‑market transaction advisory team, our track record includes successful management of hundreds of transaction engagements. 

From conducting buy‑side due diligence, sell‑side support and performing valuations to structuring efficient tax strategies, count on integrated transaction solutions that optimize value and minimize risk. 

Deal making 

Our transaction professionals provide comprehensive due diligence and advisory support in evaluating the risk/return considerations of a deal, as well as target research, deal structuring and negotiation. 

Whether representing the investor, buyer or lender, we know how to manage deal expectations. Since each transaction is unique, we employ a customized approach to achieve the key objective ⁠–⁠ a significant return on investment. 

Combining advisory, financial accounting, tax, valuation and industry expertise, our team gets to the heart of value drivers at play, while also addressing any deal issues to help clients quickly realize optimal value from their transaction. 

Our multidisciplinary team provides the support and direction required by clients from a diverse range of industries and has extensive experience conducting all types of transactions. 

Our transaction services include:

Buy side

  • Target research 
  • Due diligence including: 
  • Quality of earnings reviews 
  • Working capital analysis 
  • Operational risk assessment 
  • Valuation 
  • Letter of intent (LOI) development and strategy 
  • Negotiation and deal structuring 
  • Documentation and closing 

Valuation

  • Succession planning 
  • Transaction planning 
  • Asset valuation considerations 

Sell side

  • Reverse due diligence and valuation 
  • Marketing 
  • Development of selling documents such as a spot sheet, CIM, etc. 
  • Extensive purchaser research 
  • Data room and confidentiality management 
  • Letter of intent (LOI) review and negotiation 
  • Managing the due diligence (DD) process 
  • Negotiation and final deal structuring 
  • Documentation and closing 

Transaction tax

  • Tax due diligence 
  • Reorganization planning 
  • Leveraged recapitalizations 
  • Flow‑through entity planning 
  • Seller tax minimization 

Our integrated services are offered not just nationally but globally as well, through our membership in the Baker Tilly International network. 

Contact your Baker Tilly advisor to learn more. 

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