Transaction Advisory Services

The Bonadio Group’s Transaction Advisory Services professionals provide full scope merger and acquisition services and support, as well as consulting on a wide variety of other corporate transactions aimed at maximizing and protecting shareholder value.  From buy-side and sell-side M&A to business valuation and capital formation strategies, Bonadio has developed an extraordinary breadth of resources.

Our team of CPAs, MBAs, CVAs, supported by financial planners/wealth advisors  and other experts, have experience serving a wide variety of clients for both privately held and public companies. Our strength lies in an ability to combine our technical accounting and tax skills with our collective business acumen developed from over thirty years of working with business owners. We capitalize on that experience to help our clients navigate the complexities of various transactions and business scenarios.

Bonadio employs an integrated and objective services approach, working closely with its clients to evaluate opportunities, increasing the efficiency of transactions and helping clients execute their strategic plans.  From this collective experience, we have developed a broad knowledge base and extensive contacts from which to draw upon in evaluating and consulting on a wide variety of transactions.  The application of this experience and technical knowledge offers you a single source solution for generating and protecting shareholder value. 

Bonadio Transaction Advisory Services

Sell-Side M&A

  • Offering memorandum preparation
  • Financial requirements and modeling
  • Deal structure
  • Negotiation with counterparty
  • Buy-Side M&A

  • Tax structure and diligence
  • Due diligence and target assessment:
  • Quality of earnings review
  • Accounting and reporting examination
  • Cash flow analysis
  • Risk assessment
  • Internal control review
  • IT assessment
  • Valuation Services

  • Valuation of subject interest
  • Calculation and negotiation of buy-out provisions
  • Succession and estate planning
  • Capital Formation

  • Private placement memorandum assistance
  • Financial modeling and analysis
  • Business plans
  • Identification of capital sources
  • Financing negotiation and analysis
  • Litigation Support

  • Expert testimony
  • Advisory services
  • Forensic accounting