Transaction Advisory
Our Transaction Advisory Services team is supported by a unique blend of investment bankers, transaction professionals, accounting and tax experts, and business advisors. Our team has the technical knowledge and experience to guide you through the entire transaction process – from due diligence to closing. Our industry-agnostic team focuses primarily on transactions in the middle market.
Transaction Advisory Services
We specialize in all aspects of middle market M&A transactions, including:
- Buy-Side Financial Diligence/Quality of Earnings
- Sell-Side Financial Diligence/Quality of Earnings
- Tax Diligence
- IT Diligence
- Transaction Structuring
- Target Integration
- Dispute Resolution
- Other Ancillary Transaction Support
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Middle Market Guide to Quality of Earnings
In the world of middle-market mergers and acquisitions (M&A), “Quality of Earnings Reports,” or “QoEs,” hold significant importance for potential sellers, potential buyers, and other stakeholders. Despite the critical role that QoE reports play in M&A transactions, most business owners are not familiar with them. This guide will teach you the basics of QoEs, describing what they entail, when they occur, who requires them, and why they are essential in today’s middle-market M&A landscape.
The guide is divided into the following sections:
- Introduction to Quality of Earnings Reports
- What to Expect in a Quality of Earnings Engagement
- Common Quality of Earnings Adjustments
- Quality of Earnings vs. Financial Statement Audits – What’s The Difference?
- The Importance of Net Working Capital in Quality of Earnings
Corporate Finance Resource Page
Visit our Corporate Finance Resource page for a comprehensive compilation of Investment Banking, Transaction Advisory and other M&A Advisory articles.
The Bonadio Difference
With our extensive experience, we are uniquely equipped to navigate the complexities of closing a transaction. We are adept at handling the myriad pre- and post-closing transactional, accounting, tax, and operational issues that typically arise in middle-market M&A transactions.
No other local or regional accounting firm offers the same breadth or depth of transaction services as The Bonadio Group. Simply put, we provide the same capabilities as the biggest firms in the country, with a service delivery style similar to smaller firms. Our partners actively participate in each transaction and can quickly mobilize resources to meet your needs and deadlines. We draw on diverse professionals throughout the firm to assist you in meeting your transaction objectives. Whether you need help negotiating a deal, verifying financial information, addressing tax aspects of an agreement, or integrating an acquisition target, our experienced professionals are available to assist.
What Our Clients Have to Say
“Bonadio was an invaluable part of our M&A transaction team. They prepared a thorough quality earnings report and assisted with transaction structuring, due diligence, and the post-closing true-up. I was impressed with the level of partner involvement, attention to detail, and their pragmatic approach to overcoming obstacles. Our M&A transaction couldn’t have been successful without them!”
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