Transaction Advisory


At Sax, our advisors recognize the delicate balance between deal makers and deal breakers when it comes to M&As and transactions. Our Transaction Advisory Practice partners with companies to effectively navigate through this complex process and can help create and maximize value.

From assistance qualifying an acquisition target, conducting financial, tax and operational due diligence, uncovering systematic issues, and ensuring efficient management adaptation – our mission is to assist you in making informed decisions every step of the way to accelerate a successful transaction close.

Our Advisory Team provides full diagnostic reports including potential purchasing issues, internal control weaknesses related to systems and personnel, a full SWOT analysis, financial projections, recommendations for increasing work-flow efficiencies and all investor and/or management reporting.

Our Transaction Advisory services include:

  • Buy-Side & Sell-Side Due Diligence
  • Pre & Post Acquisition Services
    • Pre & Post Tax Provision Preparation
    • Post-Acquisition Opening Balance Deferred Tax Calculations
  • Working Capital Assistance
  • Merger Integration & Optimization
  • Divestitures & Carve-Outs
  • M&A Valuations
  • Due Diligence for Lender
  • IT and Operations Due Diligence
  • Tax Structuring
  • Outsourced / Interim CFO

You have one chance to execute an acquisition or sale of a business. Having the right advisor to partner with you on identifying your risks and rewards is critical to maximizing the value of the transaction.

Sax’s Transaction Advisory Practice will position you for future success by protecting your interests and will help structure the deal that secures your intended outcome.