Transaction Advisory Services

Our Transaction Advisory Services team is comprised of seasoned CPAs experienced in providing transaction assistance to corporate and private investors including PE firms, with deal size experience ranges from $300K to $15 billion.

We provide a tailored approach to rapidly identify the necessary aspects of a potential, pending or finalized transaction to help preserve the inherent deal value. Our team is highly integrated and collaborative among due diligence, tax, risk, valuation and M&A professionals.

Quality of Earnings and Financial Due Diligence

If you are looking to buy a business (Buy-Side), it’s important to conduct the right amount of financial due diligence. This would include a thorough analysis of the target company’s historical books and records, discussions with management on significant processes and policies, disaggregation of financial results, and identifying irregularities or outliers that could cause those financial results to be misleading.

Similarly, if you are looking to sell your business (Sell-side), having a third party conduct this same level of due diligence in preparation of sale could save significant time and effort once on the market. In either scenario, a quality of earnings report would satisfy most if not all of the financial due diligence needed and prove beneficial to the transaction process.

Our Transaction Advisory Team has worked on transactions in varying size and complexity and can provide the appropriate level of advice and counsel.

Other Financial Due Diligence Services

  • Purchase Price allocation
  • Working capital reconciliations
  • Agreed upon procedures
Tax Structuring

It’s critical to have a transaction done in a tax efficient way – should you sell equity or should you sell assets? Depending on how your business is structured, the nature of it – It may not make a big difference or it may make the world of difference. It’s good to have these questions answered before the transactions in case it becomes a negotiation item. Our Transaction Advisory Team can guide you through a tax efficient transaction and prepare you for a fair negotiation.

Tax Diligence

People always think about acquiring a company or starting a business but they never think about how they will take it apart. It’s important on the front-end when you start a business or acquire a business that you know how it’s going come apart on the back-end. Making sure you’ve got some tax efficiency build-in or tax flexibility is critical. Our Transaction Advisory Team has worked on transactions in varying size and complexity and can provide that advice and counsel.

Our TAS Practice: The Right Solution for the Middle Market

Additional Services

Business Valuations

Our Business Valuation team of experts can assist with determining a company’s big picture value from outstanding securities to intangible assets.

B&V Capital Advisors

B&V Capital Advisors, a wholly owned subsidiary of Briggs & Veselka Co., works with entrepreneurs in selling their businesses or making strategic purchases of new product lines or other companies.

BVCA specializes in sell side, buy side and recapitalization advisory services for companies with earnings in excess of $1.5mm and estimated enterprise value exceeding $10mm.

Meet the Team

Kerry Kilgore

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

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Jason Sharp

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

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Sid Shaver

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

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Bob McDonald

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

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