Transaction Advisory Group (TAG)

Business transactions can present unique challenges and risks. Whether you’re considering a merger, acquisition, strategic alliance, sale, restructuring, or other transaction, you’ll want an experienced partner by your side to ensure you’re making strategic decisions to minimize your risk and maximize your returns.

Why choose Insero?

We established Insero’s Transaction Advisory Group (TAG) to assist our clients with the complexities of business transaction accounting. It’s never too early to get the expertise and innovative solutions you need to overcome potential pitfalls. Talk with one of our dedicated professionals to learn more about how we can help you with the following:

  • Financial due diligence
  • Sale and purchase agreement advice
  • Working capital due diligence
  • Quality of earnings (Q of E) analysis
  • Deal structuring for favorable tax and financial consequences
  • Financial statement modeling and projections
  • Financing assistance
  • Agreed upon procedures reports
  • Business valuations
  • Owner and/or management succession planning
  • Business valuations
  • Assistance with buy/sell agreements
  • Business and strategic planning
  • Negotiation assistance

Client Service Team


Ann Montgomery

Email (585) 697-9650 Ann Montgomery, CPA Principal Rochester, [...]

Contact Us

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

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