Transaction Advisory Services

Business transactions can present unique challenges and risks. Whether you are buying another company or selling yours, transactions can be complex and due diligence procedures are crucial in getting the right deal value.

If you are considering a merger, acquisition, strategic alliance or sale, it is important to have an experienced partner by your side to help minimize your risk and maximize your return. Our Technical Accounting and Consulting Group can assist with deal structure and due diligence. We assist businesses with critical and complex issues arising from other business initiatives as well. Restructuring, initial public offerings, debt refinancing and financial projections can require specialized skills and resources than many companies do not have in house.

Reach out to our Technical Accounting and Consulting Group (TAC) to learn more about how we can help you with the following:

Why Insero?

Reach out to our Technical Accounting and Consulting Group to learn more about how we can help you with the following:

  • Financial due diligence
    • Working capital projections
    • Quality of earnings (Q of E) analysis
  • Sale and purchase agreement advice
    • Deal structuring for favorable tax and financial consequences
  • Target integration
  • Financial statement modeling and projections
    • Pricing models
    • Cash flow projections
    • Support for bank financing
    • Buy versus lease analysis
  • IPO readiness – including process and control documentation
  • Financing assistance
  • Equity compensation plans
  • Agreed upon procedures reports
  • Business valuations
  • Owner and/or management succession planning
  • Business and strategic planning
  • Negotiation assistance

Client Service Team

2024-02-12T11:34:06-05:00

Ann Montgomery

Email (585) 697-9650 LinkedIn Ann Montgomery, CPA Partner [...]

Contact Us

Have a question or want to discuss your needs? Get in touch – we’re here to help.

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