Transaction Advisory

Quality of Earnings

From negotiating the terms and conditions of a transaction to evaluating the financial risks and opportunities, there are many intricate details that need to be carefully considered on both the buy-side and sell-side of a transaction. Whitley Penn’s Transaction Advisory Team brings a wealth of experience to the table, ensuring that all financial aspects of the transaction are thoroughly analyzed and strategically managed. We offer the following services:

  • Quality of Earnings
  • Net Working Capital True-up
  • Earn-out/ NWC Disputes
  • Purchase & Sell Agreement Advisory

With our guidance and careful analyses, we can help you make informed decisions, minimize risks, and optimize their financial outcomes. Below you can read more on the types of clients we often work with to provide Transaction Advisory services for.

  • Private Equity
  • Investment Banks
  • Owner-Operators

Meet the team

Daniel Boarder

Deal Advisory Partner

Duke Deen

Managing Director

We look forward to
working together

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