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Transaction Advisory

Buying a business? Selling a business? Looking to build maximum value for your business? Our experts are by your side every step of the way.

What We Do

Buying a Business

We’re your trusted source for all phases of buy-side acquisitions—from screening qualified acquisition candidates and comparing them to industry peers, to determining tax ramifications and achieving a successful close.

Selling a Business

Our deep experience and proven processes create a seamless transition for you while reducing your risk and meeting your objectives.

Valuing a Business

Business owners around the country count on us for unrivaled experience, insights and transactional capabilities.

Exit Planning/Value Acceleration

Maximize the value of your business; ensure its vitality and continuity for employees, customers and vendors; exit on your terms; and preserve wealth for your family.

Leadership

Ken-Haffey
Ken Haffey
CPA, CVA, CGMA, CFP, CEPA
Partner

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Mike_Trabert-1
Mike Trabert
CPA, CVA, CMAP, CEPA, CM&AA
Partner

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Dan-Golish
Dan Golish
CPA/ABV, CVA, CFF
Partner

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Patrick Walsh
Patrick Walsh
CPA, CM&AA, MBA
Senior Manager

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