Business Modeling

Whitley Penn offers transaction advisory services to both buyers and sellers. Regardless of what side we are working with, our focus remains on providing clients with a full assessment on the risk profile associated with their transaction.

Our professionals are experienced in providing a dynamic business model that is driven by management assumptions in an effort to help business owners and management react in real time to changes in business performance.

The services we offer include:

  • Post-transaction budget and forecast
  • New product/service line acquisition modeling
  • Business line carve out modeling
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Daniel Boarder

Transaction Advisory Partner

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Duke Deen

Managing Director

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Shaun Buckley

Transaction Advisory Services Managing Director