Transaction Advisory services

Services to cover your transaction needs from pre-deal to post-close.


We know you’re looking for how we can help you, so we’ll make it easy to find. Our comprehensive buy-side and sell-side services ensure your deal sparkles, even long after the ink has settled.

BUy side

We utilize the full might of our senior resources, placing the target under the microscope to uncover the good, the bad and especially the ugly. Before making an investment, you’ll want Sikich looking under the hood.

Gain clarity around business drivers, risks and returns pre-deal.

  • Identify economic incentive opportunities if adding jobs, buying/building/relocating facilities, expanding or downsizing or purchasing equipment
  • Analyze the tax environment and lay out tax structuring options to determine which option drives the most value
  • Gain an understanding of the target company’s operations and identify areas for process improvements
  • Analyze organizational structure and processes to identify opportunities for growth
  • Conduct a comprehensive IT assessment to identify capabilities, risks, concerns and leverageable opportunities

Buy-side due diligence designed to de-risk transactions, all within a custom scope that fits your risk profile, that delivers nearly $20 carry for every $1 invested.

Financial and Tax Due Diligence:

  • Quality of earnings
  • Working capital analysis and strategy
  • Profitability analysis and strategy
  • Tax planning and structuring
  • Review and consult on the purchase agreement

human capital and operational due Diligence:

  • Assess risk around talent, compensation and benefits
  • Address change management and communication
  • Assess operational efficiency and identify opportunities for improvement
  • Perform background checks and corporate research

IT and Cybersecurity Due Diligence:

  • Operate without disruption by placing protective measures around systems through network design and management
  • Assess risks, vulnerabilities, compliance gaps, data protection and business continuity controls
  • Evaluate valuation on a company’s data and data-related capabilities with data due diligence

Other Due Diligence:

  • Mitigate risks and liability with fraud investigations
  • Assign fair market value to assets from day one with a purchase price allocation

We’re not your average transaction advisory service provider. Even post-close, we can help add value to maximize your investment and further build your bottom line.

Accounting, Audit and Tax:

  • Outsourced accounting services
  • Audited financial statements
    • Valuation procedures
    • Opening balance sheet calculation
    • Inventory or PP&E observations
  • Tax consulting and compliance
    • Nexus studies
    • Voluntary disclosure agreements
    • State credits
    • Federal and state income tax

IT Services:

  • Managed Services
  • Managed IT
  • ERP implementation
  • Cybersecurity
  • Digital transformation

Human Capital Management:

  • Harmonize programs, people, processes and technology across portfolio companies
  • Corporate recruiting
  • Operational improvement, change management, integration support and organizational redesign

additional Services:

  • Assign fair market value to assets from day one with a purchase price allocation
  • Identification of economic development incentives
  • Governance, risk and compliance (internal audit, IT audit and corporate governance)
  • Deferred compensation
  • Contract disputes
  • Forensic accounting and litigation resource

sell side

Our team alleviates some of the stress that comes with selling and helps tell the story of the company you want to bring to market.

Set the stage for the company you’re bringing to market:

  • Secure operational wins by scouting for synergies that boost performance
  • Proforma adjustments to maximize deal value
  • Evaluate your game plan and scenario plan through proactive succession planning and net proceeds analysis
  • Gain insight into what your business is worth with valuations, including intangible assets and fair market value of common stock
  • Enhance buyer confidence in accurate financial reporting, robust IT security and dependable compliance procedures
  • Assistance with cleaning your financial records to the proper GAAP basis through detailed accounting services

Sell-side diligence that scores points with potential buyers and delivers over $100 carry for every $1 invested.

Financial and Tax Due Diligence:

  • Prepare quality of earnings and roll forwards
  • Calculate working capital analysis and strategy
  • Formulate profitability analysis and strategy
  • Manage and facilitate sell-side due diligence and data room support
  • Provide tax modeling of options and structures
  • Evaluate controllable risk

IT and Cybersecurity Due Diligence:

  • Assess if current systems will support the future business
  • Ensure protective measures are in place so buyers aren’t acquiring a costly breach
  • Identify compliance gaps and evaluate data protections and business continuity controls

Our transaction advisory services bring together multiple disciplines to provide you cohesive recommendations and seamless service. Take a look at our suite of services. 


Our team of transaction advisors knows deals. No matter what you bring to the table, we’ve already seen it. Our senior-level pros respond quickly and get you what you need within your timeline. Did we mention we have offices all across the country and experts in every industry?


We’ve got all your transaction advisory needs under one roof. Spend your precious time doing what you do best: dealing with deals. Let us do the rest. Take a look at all we have to offer. You might be pleasantly surprised by what you find.


We utilize the full might of our senior resources, placing the target under the microscope to uncover the good, the bad and especially the ugly. Before making an investment, you’ll want Sikich looking under the hood.

what's in it for you?

Investment Maximization

Over $100 carry for every $1 invested in sell-side due diligence and nearly $20 carry for every $1 invested in buy-side due diligence

Streamlined Efficiencies

Multiple transaction services under one roof in addition to broad and deep industry expertise

Dedicated Deal Team

Personal attention from approachable senior-level resources

Value Creation

Access to valuable insights and deal flow

our leadership

Cheryl Aschenbrener is the National Leader and Partner of Transaction Advisory Services. She leads a team of dedicated transaction advisors with diverse skillsets to deliver customized solutions that seamlessly align with your deadlines.

don't ask us - ask our clients

We’re as picky as you about who we work with. Our signature style and personal attention enable us to build long-term relationships with our clients. Here’s what they’re saying:

Transaction Advisory Insights:
Tips for Dealmaking

Did someone say free insights? Our Tips for Dealmaking page is updated frequently with tangible dealmaking tips on everything from pre-close to post-close and beyond.

Sikich Transaction Advisory Services Podcast: Digging Into Deals

Tune into the Sikich Transaction Advisory Services podcast, Digging into Deals, a podcast dedicated to all things mergers and acquisitions related in the middle market. From private equity groups to investment bankers and business owners, all are welcome to dig into deals with our host, Cheryl Aschenbrener.

related insights

*Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC. Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.