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

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

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


bob mcdonald picture

Bob McDonald

Tax Partner, CPA

BIO bob mcdonald VCARDbob mcdonald LINKEDIN icon

Jason_Sharp picture

Jason Sharp

Partner, CPA, JD, LLM

BIOVCARDjason sharp linkedin icon

Sid Shaver picture

Sid Shaver

Senior Managing Director CPA, CM & AA


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
Edward Fowler Forensic, Valuation & Litigation Support Partner, CFA, ASA, ...
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Hernie Antonio Audit Director, CPA 713-366-8530 ...
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Jason_SharpTax Partner, CPA JD LLM
713-366-8562 EDUCATION
Joe Alcorta Audit Director, CPA
713-353-1978 EDUCATION
Kerry Kilgore Audit Partner, CPA
713-366-8523 EDUCATION
Tom P. Donovan Audit Partner, CPA 512-346-0908 ...
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