Transaction Advisory Services
Are you considering buying or selling a business?
With significant financial stakes and long-term implications involved, successful Mergers & Acquisitions (M&A) require more than clean financial statements. Our Transaction Advisory Services (TAS) team provides focused support for M&A transactions, helping clients understand earnings, working capital, tax considerations, and deal structure throughout the transaction process.
We support clients on both the buy-side and sell-side, working closely with business owners and their M&A advisors to help navigate complex transactions and achieve strong outcomes.
Our Transaction Advisory Team
Brent Bathurst, CPA
Principal - Tax
Owen Berry, CPA
Partner - Tax
Todd Gunn, CPa
PARTNER - Tax
Russ Meyers, CPA
Manager - Tax
Brooks Southerland, CPA
Principal - Audit & Assurance
Buy-Side Advisory Services
- Quality of Earnings and Financial Due Diligence
- Working Capital Analysis
- Tax Due Diligence and Deal Structuring
- Transaction and Post-Close Support
Sell-Side Advisory Services
- Sell-Side Quality of Earnings and Financial Due Diligence
- Working Capital Preparation
- Tax Due Diligence and Deal Structuring
- Transaction Readiness and Buyer Support
Our Approach
We collaborate closely with our clients’ existing advisory teams to support transactions from initial diligence through closing and beyond. Our Transaction Advisory Services professionals regularly work alongside attorneys, investment bankers, accountants, private equity groups, and wealth advisors to provide coordinated, practical guidance throughout the deal process.
By integrating financial and tax diligence with deal execution support, we help ensure key issues are identified early, risks are managed effectively, and transactions stay aligned with our clients’ objectives.
What Sets Us Apart
Our transaction advisory engagements are led by experienced partners and principals who remain actively involved throughout each stage of the transaction. We take a hands-on approach, providing senior-level insight and continuity from diligence through closing.
As one of the few CPA firms in Northeast Florida offering dedicated Transaction Advisory Services, we combine local market knowledge with national M&A experience to help clients navigate complex transactions and achieve optimal financial results.