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ADVISORY

ADVISORY

High-stakes decisions call for more than standard checklists, they demand seasoned insight, discreet execution, and advice tailored to the nuances of your deal, jurisdiction, and growth horizon. Our Advisory practice delivers exactly that, acting as a concierge partner from the first model through the final signature.

DUE DILIGENCE

Accounting

What We Examine: Revenue recognition, working-capital discipline, contingent liabilities, comparative ratio analysis and systems scalability.

Value Delivered: Confirms the integrity of historical numbers and the resilience of future reporting.

Tax

What We Examine: Nexus exposure, loss-carryforward utilization, indirect-tax positioning, and acquisition-structuring triggers.

Value Delivered: Quantifies hidden exposures and unlocks post-close tax efficiencies.

Quality Of Earning

What We Examine: Normalized EBITDA, one-off adjustments, and cash-conversion trends.

Value Delivered: Separates recurring performance from noise, tightening valuation ranges and deal terms.

Operational & Other

What We Examine: Key-man dependencies, IT controls, financial contract compliance, internal control policies.

Value Delivered: Flags integration risks early, preserving deal momentum and value.

Deliverable: a red-flag report and executive dashboard that let buyers negotiate with confidence—or help sellers pre-empt objections before they surface.

COMPANY VALUATION

Whether you need a defensible fair-value opinion for a transaction, a 409A update for equity comp, or a range analysis for strategic planning, we blend market data, discounted-cash-flow rigor, and sector-specific multiples. Each engagement is partner-led, documented for audit scrutiny, and calibrated to withstand investor, tax-authority, or board review.

Transfer Pricing

Global footprints raise complex questions: where is value created, how should risk be shared, and what documentation will satisfy tax authorities on both sides of the border? We design compliant pricing models, benchmark them with independent comparables, and stay beside you during examinations. The result: tax-efficient structures that align with US and local tax regulation while supporting commercial objectives.

Transaction Advisory & Strategic Tax Planning

From LOI through post-close integration, we help structure deals that optimize cash and minimize surprises:

  • Buy-side & Sell-side structuring: asset vs. stock, step-ups, Section 338(h)(10), earn-outs.
  • Cross-border strategy: holding-company jurisdictions, repatriation pathways, treaty leverage.
  • State & local optimization: apportionment, credit monetization, tax-incentive strategy.
  • Post-deal compliance & reporting: purchase-price allocation, legal-entity rationalization, and opening-balance-sheet controls.

Every recommendation is model-driven, benchmarked against current regulations, and road-tested for headline risk so you can close faster, integrate smoother, and deliver the ROI your stakeholders expect.