Transaction Advisory Services

Buying or selling a company can be a daunting task, but Treewalk is here to make things easier. Treewalk has a group of highly trained CPAs who will guide you through your transaction. From pre LOI advice on structure for earnouts or management buyouts, post LOI financial due diligence and quality of earnings, to signing the definitive and closing, we’ve got you covered.

During your deal process you will receive 24-hour access to the deal team for questions, we take pride in responding quickly and being available for all our clients at any time. We offer a free consultation for all prospective clients, with a quote on pricing and timeline for deliverables before engaging in any work.

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QoE report

TRANSACTION ADVISORY SERVICES

FINANCIAL DUE DILIGENCE

Including creating quality of earnings reports, data rooms, identifying working capital peg, cash flow proof, and coordinating with other advisors to ensure deal success.

FINANCIAL MODELING

Including leveraged buyouts, merger models, three statement models, and other financial projections.

STRATEGIES TO MAXIMIZE YOUR DEAL SUCCESS

Including assessing synergies, business plan writing, and general support as needed.

WHO WE WORK WITH

Traditional PE funds/corporate acquirers

micro-PE funds

Traditional search funds

Self-funded searchers

Business sellers

FAQ

What role does a quality of earnings analysis play in M&A transactions?

It helps both buyers and sellers gauge the true profitability of the business, making informed decisions and ensuring a smoother integration process post-acquisition.

Who typically requires financial due diligence in M&A transactions?

Financial due diligence is essential for buyers, sellers, and lenders involved in M&A transactions. It ensures transparency and informed decision-making for all parties.

How long does a financial due diligence assessment usually take?

The timeline for financial due diligence varies depending on the complexity and scope of the engagement, but it typically takes around 3 to 4 weeks to complete. We work closely with our clients to establish realistic timelines to ensure timely decision-making.

How can I get started with Treewalk’s financial due diligence services?

Getting started is easy. Simply contact our team through our website, and we will connect you with a designated CPA who will guide you through the process and discuss your specific needs and goals.

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