Transaction Advisory Services

A team that provides independent valuation and financial
consulting services to ensure your best interests are served. 

The most comprehensive analysis
of your transaction journey

Comprehensive analysis of your transactions based on 4 areas of discipline:
transaction tax icon
financial diligence icon
Tax

We analyze the tax implications of your transaction

Financial Diligence

We provide the big picture before, during, and after a transaction

  • Core financial due diligence
  • Cash-flow forecasting
  • Corporate finance and restructuring
  • Quality of earnings reports
Valuation

A complete range of valuation services

  • Business valuation
  • Purchase price allocation
  • Buy-sell agreement valuations
  • ESOPs
  • Stock options
  • Partner buyouts
  • Raising additional capital
  • Fairness opinions
  • Mergers, acquisitions, and business sales
  • Spin-offs, earn-outs, and tender offers
  • Covenants not to compete
  • Purchase price allocation
Business Operations

Core improvements to keep your business running efficiently

Our TAS Practice: The Right Solution for the Middle Market

Meet the Team

Kerry Kilgore

Audit Partner, CPA
kkilgore@bvccpa.com
713-366-8523

BIO VCARDLINKEDIN

bob mcdonald picture

Bob McDonald

Tax Partner, CPA
bmcdonald@bvccpa.com
713-353-1905

BIO bob mcdonald VCARDbob mcdonald LINKEDIN icon

Jason_Sharp picture

Jason Sharp

Partner, CPA, JD, LLM
JSharp@bvccpa.com
713-366-8562

BIOVCARDjason sharp linkedin icon

Sid Shaver picture

Sid Shaver

Senior Managing Director CPA, CM & AA
sshaver@bvcapitaladvisors.com
713-805-9638

BIOVCARDLINKEDIN

Fast Facts

  • The Briggs & Veselka Transaction Advisory Services team is comprised of seasoned CPAs experienced in providing transaction assistance to corporate and private investors including PE firms
  • A tailored approach to rapidly identify the necessary aspects of a potential, pending or finalized transaction to help preserve the inherent deal value
  • Highly integrated and collaborative approach among tax, risk, valuation and professionals
  • Deal size experience ranges from $300K to $15 billion

More Resources

Find All Transaction Advisory Services Professionals

Bob McDonaldTax Partner, CPA
bmcdonald@bvccpa.com
713-353-1905
EDUCATION
Edward Fowler Forensic, Valuation & Litigation Support Partner, CFA, ASA, ...
Read More
Hernie Antonio Audit Director, CPA hantonio@bvccpa.com 713-366-8530 ...
Read More
Jason_SharpTax Partner, CPA JD LLM
jsharp@bvccpa.com
713-366-8562 EDUCATION
Joe Alcorta Audit Director, CPA
jalcorta@bvccpa.com
713-353-1978 EDUCATION
Kerry Kilgore Audit Partner, CPA
kkilgore@bvccpa.com
713-366-8523 EDUCATION
Tom P. Donovan Audit Partner, CPA tdonovan@bvccpa.com 512-346-0908 ...
Read More