Transaction Advisory Services

Our Approach

Navigating a merger or acquisition requires sophisticated financial analysis, tax expertise, and an understanding of what drives value in transactions. EHTC's Transaction Advisory Services team brings over 20 years of experience and involvement in hundreds of deals to guide business owners, private equity groups, and strategic acquirers through complex transactions with confidence.

From initial due diligence and Quality of Earnings analysis to tax structuring and post-transaction integration, we provide the comprehensive support you need at every stage of the deal lifecycle. Our scoping aligns flexibly with deal complexity, ensuring you receive thorough analysis without unnecessary costs or delays.

EHTC has expanded to Detroit.

Our Detroit Advisory team will hold appointments at 135 N Old Woodward Ave., Suite 200, Birmingham, MI 48009.

Transaction Advisory at EHTC

Buy-Side Due Diligence

We work with private equity firms and strategic acquirers to identify key deal issues, assess risks, and validate adjusted EBITDA. Our experience includes carve-out transactions, distressed situations, platform acquisitions, and roll-up strategies. 

Sell-Side Due Diligence

Working with investment banks, we prepare sell-side Quality of Earnings reports that both support the normalized EBITDA buyers use for valuation and add credibility to your financials. Completed before letters of intent, they help you avoid surprises and price re-trades.

Sell-Side Readiness

Thinking about selling but unsure of the process? We help you prepare by structuring financial packages, identifying areas for improvement, and ensuring you're positioned to maximize value when the time comes. 

Transaction Disputes

When buyers and sellers disagree about purchase price mechanisms like working capital true-ups or earnout provisions, we serve as a neutral party to help resolve disputes and analyze agreements. 

Tax Due Diligence

Our M&A tax due diligence team helps buyers, sellers, and financial institutions avoid surprises by thoroughly assessing tax liabilities, identifying potential risks, and resolving dealbreakers before closing. 

Tax Structuring

Maximize post-tax proceeds and manage risk through efficient transaction structuring. We focus on minimizing tax burden for sellers while helping buyers secure tax deductions and optimize cash flows. 

Business Succession Planning

Coordinate estate and income tax planning with business exit strategies to ensure all aspects of succession align with your overall objectives and preserve wealth for future generations. 

Deal-Related Valuation Services

Our valuation experts provide efficient, audit-ready valuations for purchase price allocations, intangible asset identification, and post-transaction financial reporting requirements. 

Integration Services

EHTC's Client Accounting Services team supports integration by developing financial packages, documenting key processes, and providing outsourced accounting services during transitions. 

Why EHTC?

Meet the TAS Team

Ryan McCaslin, CPA, CIA, CEPA

Transaction Advisory Services Partner

What Our Clients Say About Us

Recent EHTC Insights

Work With Us

Whether you're buying, selling, or preparing for a future transition, EHTC's Transaction Advisory Services team is ready to guide you through the process with expertise, transparency, and a commitment to maximizing value. Connect with us to discuss your transaction needs and explore how we can support your success.