Our Transaction Advisory Services team brings a unique blend of experience, objectivity and creativity to each engagement. Dedicated professionals are focused on your deal needs. Whether it’s a sale, buyout, carve-out, or refinancing, our team can support your process every step of the way.


Committed to being a Valued Business Advisor, we built a highly specialized team to provide straight forward advice to clients on every critical business decision before, during, and after a transaction.

As the business environment continues to evolve, the need to make informed decisions become increasingly more important. Leveraging a team that understands the complexities associated with valuing and growing a business provides insights that allow you to do what you do best, run your business efficiently and effectively.

As the business environment continues to evolve, the need to make informed decisions become increasingly more important. Leveraging a team that understands the complexities associated with valuing and growing a business provides insights that allow you to do what you do best, run your business efficiently and effectively.

Due diligence

We pair industry knowledge with our deep experience in mergers and acquisitions and corporate finance to provide you with comprehensive analysis and thoughtful and timely insights to validate your investment thesis.

Valuation

The need for valuations can be driven by many situations – regulatory reporting, gift and estate planning, financial reporting, mergers and acquisitions, fairness opinions, and other factors. Each need brings a different set of facts and circumstances that require clear reporting, broad technical and industry knowledge, and ultimately a valuation opinion that will hold up to the scrutiny of all interested parties.

Cost segregation studies, facility reviews, and fixed asset planning

When your transaction includes real estate or is asset heavy, you need to be sure that you have taken advantage of every tax credit and incentive available. Our dedicated credits and incentives specialists can help you take advantage of such opportunities at the federal, state, and local level that can have an immediate impact on your acquisitions free cash flows.

CFO advisory and support

As the office of the chief financial officer becomes increasingly complex and demanding, capacity is frequently stretched to its limits. Baker Tilly’s CFO advisory and support specialists have deep experience supporting the CFO or controller in a broad array of industries for companies in every stage of their business’s life cycle.

M&A tax planning and structuring

The purchase or sale of a business can present both tax planning opportunities and identify potential risks and exposures. Baker Tilly can assist in navigating the complex issues that surround your transaction and provide you with the insight to assess alternatives and implement the appropriate strategies to maximize your return on investment while reducing transaction risks.

Transaction cost studies

It is critical to properly analyze, categorize, and document the appropriate tax treatment of the professional fees paid in connection with a transaction to separate the deductible or amortizable costs.