Transaction Advisory

Whitley Penn provides a broad range of transaction advisory services to clients on both the buy side as well as the sell side. We have significant experience advising clients on quality of earnings, other aspects of due diligence, and post-acquisition matters.

We understand that no two transactions are alike and that each transaction presents a unique set of risks for the parties involved. Our transaction services are complementary to the other accounting service offerings of our firm in all aspects of the investment cycle.

Our Services Include:

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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