Transction Advisory Services

Through all the twists and turns of the M&A process your accounting and tax firm should be in tune with you.

We’ll work to anticipate the unique needs you have as well as each player involved in the transaction, and ensure they are informed and comfortable with the deal. As the process proceeds we will deploy our cast of experts to bring forth timely solutions that will keep the deal on track.

We purposefully focus our practice on transactions up to $500 million. Our practitioners have life-long experience serving these types of businesses so their understanding of the many nuances that can occur with these opportunities runs deep.

Transactions we can assist with:

Buy and Sell-Side Acquisitions

Buy and Sell-Side Acquisitions

Asset Carve-Outs

Asset Carve-Outs

Divestitures

Divestitures

Growth Equity

Growth Equity

Debt Capital

Debt Capital

Our objective is to always provide you with educated insight into the potential return and risk characteristics that correlate with long-term sustainable value. If the need arises, specialists from other Lurie teams will join us to create a solution that meets your specific needs.

Thinking of buying a business or selling yours?

Lurie will be right by your side as we partner with you to provide transaction services based on our many years of experience with the M&A process. The experts on our team assist with a variety of transactions across a broad range of industries and business sizes.

Typical Project Flow

Whether you are buying, selling or strategizing for the future, Lurie brings a unique set of financial “eyes” to assist in the due diligence process.

Transaction Advisory Services:

Quality of earnings
Working capital analysis
Buy-side due diligence
Financial modeling
Sell-side due diligence
Recapitalization advisory
IT due diligence
Tax due diligence
Tax structuring
Valuation

Recent Transactions:

Meet Your Transaction Advisory Services Team
Our transaction advisory service team provides focused, individual attention and looks forward to the opportunity to collaborate with you in the near future. Please contact us for additional information about our services.

Kevin H. Besikof, CPA, CVA, CMA, CLP, CFF

Partner | Business Valuation, Entrepreneurial Services, Litigation Support

Gregory S. Flannigan, CPA, MS

Partner | Tax Services

Todd J. Lifson, CPA, CFE, CGMA, IFRS Cert.

Partner | Assurance & Advisory Services

Daniel L. Utz, CPA

Partner | Assurance & Advisory Services

Cory J. Markling, CFA, MBA

Director | Transaction Advisory Services

Chris G. Van Schooneveld, CPA, CVA

Manager | Business Valuation, Litigation Support

Let's start a conversation.