Transaction Advisory Services

Services from strategic planning to closing the deal and beyond.

For over 60 years, we’ve been fortunate to be the trusted professional advisors to clients of all sizes, across numerous industry sectors, with unique ownership structures and varying complexities. We take the trust placed in us seriously and know that raising capital, acquiring or selling a business is an important milestone – a moment when having a trusted advisor by your side is more important than ever.

Dopkins & Company provides a wide-range of transaction advisory services, including full scope merger and acquisition consulting and support, as well as consulting on a wide variety of other corporate transactions aimed at maximizing and protecting shareholder value. In addition to M&A activities, our transaction advisory services professionals help clients obtain debt and equity capital, value business interests, and strategically plan to grow and protect their investment.

>> While “what” we do for clients is of utmost importance, we believe “how we serve” is equally important and truly sets us apart. As embodied in our One-Firm culture, we are committed to bringing the best of our firm to every engagement – a multidisciplinary team that will be with you, meeting your needs from preliminary transaction strategy to the deal closing and beyond.

For a copy of our Transaction Advisory Services Services brochure, please click here.


Our Solution

Whether selling or buying a business, it is important to have an experienced professional advisor on your side. We offer a full suite of both Sell and Buy-Side M&A services. Significant Transactions often give rise to related issues – Business Valuation, Strategic Planning, Accessing Capital, Tax Structuring and Compliance, Internal Controls Design and Integration, and Outsourced Accounting Services.

Dopkins Transaction Advisory Services

>> Please click on the arrows below for a detailed list of our Transaction Advisory Services:

SELL SIDE M&A
  • Planning and preparation
  • Industry research
  • Deal structuring
  • Tax planning and strategy
  • Coordinating due diligence
  • Post closing assistance
  • Definitive agreement assistance
  • Post-transaction financial planning / wealth management
BUY SIDE M&A
  • Pre-acquisition planning
  • Risk assessment
  • Financial modeling
  • Tax planning and strategy
  • Due diligence
  • Quality of earnings reports
  • Internal control / IT assessment
  • Deal structuring
  • Review of capital structures
  • Securing financing
  • Definitive agreement assistance
  • Target integration
SECURING CAPITAL AND FINANCING
  • Business plans
  • Financial modeling and analysis
  • Review of capital structures
  • Identification of capital sources
  • Introduction to capital providers
  • Deal structuring
VALUATION SERVICES
  • M&A transactions
  • Stock options
  • Purchase price allocation
  • Valuing intellectual property
  • Shareholder disputes
  • Buy/sell agreements
  • Succession / Estate planning
  • Valuing a subject interest
  • Tax matters (gifts, sub S, etc.)
STAFFING & ACCOUNTING SERVICES
  • Project management
  • M&A advisory
  • Due diligence
  • Financial modeling
  • Valuation
  • IT assessments
  • Outsourced accounting
  • Internal audit
  • Tax compliance
TAX SERVICES
  • Tax structure
  • Accounting method review
  • NOL carryover evaluation
  • Compliance review
  • State and local tax analysis
  • Depreciation review
  • Purchase price allocation
  • Transaction modeling support
  • Shareholder/owner tax planning

 Who Needs These Services?

  • Entities contemplating a sale or division spin-off
  • Entities looking for acquisition opportunities
  • Entities seeking capital for expansion
  • Entities looking for strategic planning

Benefit To Our Clients

  • Access to expert advice
  • Working with a trusted advisor who has been there previously
  • Fully considering the strategic, financial, tax and operational implications of a major change
  • A firm with the depth to meet your needs now and in the future and a respected reputation earned over 60 years

For more information, contact contact Nicholas Fiume CPA at nfiume@dopkins.com.