Due Diligence through Each Phase of Your Deal

Accurate information is vital during any transaction, but it has to be timely, thorough, and meet the objectives. As each deal presents unique challenges and opportunities, our transaction advisory team offers a personalized approach to work with you and your team of other advisors to achieve a successful transaction.

We offer a range of transactional planning services including:

  • Acquisition Due Diligence
  • Corporate Finance
  • Operations Review
  • Sell-side and Buy-side Tax Planning and Structure
  • Presale Financial/Tax Assessment
  • Quality of Earnings Studies for Preparing Your Company for Sale

Transaction Planning Services Team

Floyd Trouten Director Headshot Floyd A. Trouten III CPA · Director
Jeff Neuman Director and President Headshot Jeffrey D. Neuman CPA, J.D. · Director and President
Larry Friedman Director Headshot Larry D. Friedman CPA, MT · Director
Rob Zunich Director Headshot Robert G. Zunich CPA, ABV · Director
Director Rosemary Rehner Headshot Rosemary Rehner CPA · Director
Laurie Gatten Director Headshot Laurie A. Gatten CPA, CFE · Director
Angela Alexander headshot Angela Alexander CPA, MSA · Principal
Association of Internal Certified Professional AccountantsCPA Associates InternationalSmart Business World Class Customer Service AwardBusiness LongevityInside Public Accounting Top 300 FirmsMember of Exit Planning InstituteNC99 Logo