ORBA’s Transaction Advisory Services Group includes financial and tax professionals focused on serving closely held and private equity owned clients. Whether you are buying or selling a business, you’ll work with a team that understands the objective and provides guidance throughout the process. With ORBA, you will receive thoughtful, insightful and timely advice to assist in making informed decisions.
Purpose-driven services
Transaction Advisory Services
- Investment strategy
- Buy-side financial due diligence and quality of earnings study
- Buy-side tax due diligence
- Tax structuring for acquisition and post-acquisition integration
- Negotiation support
- Valuation services and purchase price determination and allocation
Post-Transaction Services
- Section 382 and net operating loss analysis
- Transaction cost analysis
- Basis and Earning & Profits (E&P) studies dispute resolution
- Closing balance validation
- Incentive compensation program consulting
Exit Services
- Structuring for tax-efficient exit strategies
- Estate, gift and charitable planning for business owners
- ESOP planning
- Sell-side financial diligence and quality of earnings studies
- Sell-side tax diligence
