Transaction Services

The decision to buy or sell a business is often one of the most critical financial decisions you will make. A lot of preparation is necessary to walk away from the negotiating table knowing that you’ve made the best deal.

We have guided numerous clients through a variety of deals.

Whether you are looking to expand your capabilities, increase market share or execute a well-planned exit, these are the times when the value of a trusted advisor is realized.

Our transaction services professionals have guided numerous clients through a variety of deals. We also understand how critical due diligence is to the process so you can balance the risk and opportunity, and have complete confidence in your decisions.

Tailored Transaction Services

At CSH, we’re focused on the unique needs of middle-market companies. From consideration of a purchase through completion of the transaction, we conduct all facets of a deal. We regularly and seamlessly work with attorneys, bankers, investment houses and venture capital firms to achieve a successful outcome for our clients. We understand your goals and speak your language because we work with the same companies, stakeholders and teams you do. Our transaction advisory services include:

  • Business Risk Assessment
  • Financial due diligence
  • Quality of earnings review
  • Business Valuations
  • Forecasts and projections
  • Transaction accounting
  • Tax attribute inventory
  • State and local tax evaluation
  • Tax due diligence
  • Forensic review
  • Assist with offering memoranda
  • Business and strategic planning
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