Transaction Advisory Services

Transaction Advisory
Daniel Boarder Headshhot
Daniel Boarder
Transaction Advisory Services Partner

Whitley Penn provides a broad range of services to buyers and sellers including financial, tax, information technology due diligence and other post-acquisition services.

We are committed to assisting our clients in making sound business decisions. We focus on the most significant factors that affect deals and the risks associated with the transaction.

At Whitley Penn, we understand that no two transactions are alike. Each transaction presents unique risks to the parties involved. Our transaction due diligence approach is flexible and tailored to your specific needs. We work with you to identify and customize appropriate procedures to address the transaction risks and mitigate deal surprises.

We use an integrated and comprehensive due diligence approach to identifying key transaction risks and provide timely responses to meet the needs of your transaction. We help analyze value and investigate the strengths and weaknesses of the targeted business to help you effectively manage acquisition risks and negotiate from a position of strength.

Services include:

  • Buy-Side Due Diligence
  • Sell-Side Due Diligence
  • Post-Transaction Services
  • Business Modeling

Contact Us

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