Transaction Advisory Services
Buy, Sell, or Restructure — With the Right Team Behind You
Our experts offer M&A and transaction advisory services for private companies — from due diligence to valuation, restructuring, and post-deal integration. We help you guide your next move with confidence.
Strategic Guidance for Complex Business Transitions
Whether you’re buying, selling, restructuring, or investing, the stakes in a transaction are high. At Duffy Kruspodin, our Transaction Advisory Services help business owners, investors, and stakeholders navigate these pivotal moments with experienced guidance, financial precision, and a focus on long-term value.
Our team works alongside you through every stage of the deal lifecycle—from initial planning and due diligence to post-close integration. We help you evaluate risks, uncover opportunities, and make decisions that hold up under scrutiny.
What Is Transaction Advisory?
Transaction advisory refers to the full support spectrum around business transfers — including buy-side diligence, sale preparation, valuations, deal structuring, and post-close support.
What We Support
- Mergers & Acquisitions (M&A) – Buy-side and sell-side support for private and closely held businesses.
- Divestitures and Carve-Outs – Guidance for businesses separating or spinning off units or operations.
- Joint Ventures and Strategic Partnerships – Financial insight to support partnership structuring and risk evaluation.
- Restructuring and Reorganization – Support for financially distressed businesses evaluating new paths forward.
- Capital Transactions – Preparation and insight for private placements, recapitalizations, and more.
Our Transaction Advisory Services Include
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Why Work With Duffy Kruspodin
- Mid-Market Specialists – We understand the complexity and nuance of closely held business transitions.
- Experienced Financial Insight – CPA-led teams with deep expertise in deal finance, compliance, and planning.
- Collaborative by Design – We work in coordination with your legal, tax, and operational advisors.
- Right-Sized Support – Whether you need targeted diligence or full M&A coordination, we match the engagement to your transaction.
Transaction Advisory Services FAQ
Due diligence is a broad financial review of a business to assess risks, liabilities, and financial performance.
Quality of earnings (QoE) zeroes in on the sustainability and accuracy of reported earnings — helping buyers and sellers validate valuation and deal terms.
We support closely held, mid-market businesses across industries — including professional services, construction, real estate, manufacturing, and more. Whether you’re preparing for sale, acquisition, or recapitalization, our CPA-led team delivers practical, transaction-ready insights.
Depending on your needs, services may include:
- Financial due diligence
- Quality of earnings (QoE) analysis
- Business valuation and purchase price allocation (PPA)
- Deal structuring and modeling
- Tax analysis and scenario planning
- Post-close integration support
Let’s Talk About Your Next Move
Transaction Advisory Resources
The Ultimate Guide to Financial Audits: Unlocking Business Growth and Compliance
