Transaction Advisory Services
Baker Tilly’s transaction advisory services team provides straightforward advice to clients on every critical business decision before, during and after a transaction.
Transaction Advisory Services
Baker Tilly’s transaction advisory services team focuses on your deal needs. Whether it is a sale, buyout, carve-out or refinancing, our team can support your process every step of the way. Our experience with complex transactions across a variety of industries helps us guide clients to maximize value and minimize risks.
As a business progresses through different stages in its lifecycle, there are turning points that can significantly increase or decrease shareholder value. Rarely do companies or investors have all the necessary expertise or the capacity to handle transactions such as mergers and acquisitions, significant financings, equity investments, reorganizations, divestitures and liquidity events. Without proper representation, expertise and a clear plan, tremendous value can be lost.
Transactions are inherently a risky growth strategy. Our professionals have significant experience not only identifying transaction risks, but also validating your investment thesis through analyzing financial performance, identifying synergy opportunities and making determinations about the quality of reported earnings.
We bring an objective viewpoint to transactions where the deal environment can be inherently passionate and momentum driven.
Our team has significant hands-on experience in financial operations, transactions, corporate tax and complex valuation matters. We understand the unique issues your business faces, not only as advisors and CPAs, but as former corporate officers and CFOs – we have been on both sides of the table.
We help see you through the critical stages of a transaction, successfully guiding you to maximize value and minimize risks.
Baker Tilly has experience with a wide variety of complex transactions and unique situations across many industries, including:
Our services
- State and local tax diligence
- Operations and supply chain diligence
- IT and cyber diligence
- Post-close services
- Investment banking
- Valuation advisory
- IPO, SPAC, transaction readiness
Empower your firm's financial future with CFO advisory services
Baker Tilly provides critical advisory services and support to financial leaders, business owners and investors that meet the unique challenges, complexities and the ever-changing environment the office of the CFO faces.
Related services
Due Diligence
Whether it is for an acquisition, sale or refinancing, Baker Tilly provides due diligence services tailored to meet your specific needs.
Merger & Acquisition Tax Planning
Baker Tilly helps identify tax issues, opportunities and insight into alternatives that can allow you to make informed decisions throughout the transaction process.
CFO Advisory Services
Baker Tilly provides critical advisory services and support to financial leaders, business owners and investors that meet the unique challenges, complexities and the ever changing environment the office of the CFO faces.
Valuations
Baker Tilly’s valuation professionals provide supportable, defensible and unbiased valuation opinions that can stand up to the highest levels of scrutiny.
Technology Due Diligence
Baker Tilly’s cybersecurity and IT risk professionals help organizations assess their risks to gain more confidence in their transactions and uncover potentially significant risks that could affect the value of a sale or an acquisition.
Strategy & Management Consulting
Baker Tilly’s strategy consulting team offers growth and profit improvement services to operating companies as well as commercial and market diligence services to private equity investors.
Our professionals
