TRANSACTION ADVISORY
Make Transactions Painless.
We'll analyze your critical systems, uncover risks, diagnose issues, and offer insight-based action plans for confident buying and selling.

Built to Empower Better
Get detailed analysis and action plans — covering IT systems,
business Apps, brand assets, and sales readiness.

Comprehensive
Know how key applications are
performing before you buy or sell.
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Uncover issues adding cost
and raising risk.
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Get customized roadmaps to address deficiencies and overcome obstacles.
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Uncover costly sales and marketing readiness issues before you buy.
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Give your team the confidence
and tools to run on Day 1.

Flexible
Check a little or a lot.
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Add products and services with ease.
Keep your timelines on track
without sacrificing quality.
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Scalable for lower middle market budgets and evolving needs.
We're Ready
Let's make your next transaction painless with a focused set of products and services.
Identify vulnerabilities lurking in IT infrastructure, systems, and processes.
Reduce risks before you buy or sell.
Get fast, accurate, and affordable insights and analysis.
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IT Due Diligence
Free your team from time-consuming data room burdens.
Prevent last-minute emergencies with a Red Flag report.
Prepare your team with mock ITDD interview.
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Sell-Side Due Diligence
Identify and optimize value drivers ahead of closing for maximum returns.
Mitigate risks early to minimize disruption and preserve deal value.
Ensure seamless TSA execution by laying groundwork for separation prior to closing.
Carveout Planning
Align your your operational strategy with your investment thesis to accelerate faster on Day 1.
Assess and mitigate risks to operations to avoid delay and reduce costs.
Allocate resources efficiently for increased productivity post close.
Integration Planning
Identify vital brand, marketing, sales, and product assets pre-close.
Ensure asset migration to help eliminate high reproduction costs.
Avoid the post-close asset scramble.
Asset Identify
Maintain customers by arming your sales team with what they need on Day 1.
Build confidence and trust with internal stakeholders.
Kit includes: New brand name, logo, business cards, branded SWAG, email signature, and key talking points.