Transaction Advisory Services


Transaction Advisory Services (TAS) are the matchmaking, wedding planning and post-marriage therapeutics of Mergers & Acquisitions. RBF helps our clients optimize value and minimize risk by assisting them in selecting the right deal and developing the right deal structure.

And, we remain intimately involved beyond the marriage stage, understanding that the success of an acquisition or divestiture is not just “all about the money.” It is about the health and sustainability of the resulting enterprise.

RBF's Transaction Advisory Services Include:

  • Candidate and funding source identification and matchmaking
  • Financial and operational due diligence
  • Business and transaction assessment, modeling, and planning
  • Tax planning and exposure analysis
  • Business plans
  • Formal and informal valuations
  • Deal structure and negotiation
  • Post-acquisition support and change management

Talk to a Partner

Paul Bardaro, CPA, ABV:

Helpful Links

The First Step to an Exit Strategy
When do you want to sell your business? For most business owners, the date keeps shifting. More…


Exit Planning For Companies Gets More Complicated
M&A market shifts aside, it pays to take a long view, says valuation expert and RBF partner Paul Bardaro. More...



For the details, download our Transaction Advisory Services One Sheet.