Whitley Penn offers transaction advisory services to both buyers and sellers to help evaluate the risk profile of their transactions. Regardless of if we are working on the buy side or sell side, our focus on providing clients with answers in real time to their critical questions enable our clients to make timely decisions.
When businesses are looking to gain a better perspective of their financial performance in real time, Whitley Penn can provide dynamic business modeling as driven by management assumptions that can help business owners and management react in real time to changes in business performance. Some services we offer include:
- Post-transaction budget and forecast
- New product/service line acquisition modeling
- Business line carve out modeling