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Transaction Advisory Services

Leveraging Opportunities, Controlling Risks

Often, there’s a delicate balance between risk and reward. Unfortunately, reports of M&A deals and transactions that failed to deliver the expected results are all too common.

That’s why our experienced transaction advisory professionals thoroughly analyze and validate financial, operational and strategic assumptions to reveal opportunities and bring potential dangers to light. We help you structure the deal to ensure the successful integration of business operations, cultures and strategies, and maximize the value of your investment by also focusing on ways to achieve tax efficiencies.

When choosing the right transaction professionals to guide you, industry knowledge and experience are of prime importance. RBT CPAs, LLP has deep experience in a wide range of industries, including the following, among others:

Our transaction advisory services include:

  • Buy-Side Due Diligence
  • Sell-Side Due Diligence
  • Working Capital Assistance
  • Merger Integration and Optimization
  • Divestitures and Carve-Outs
  • M&A Valuations
  • Due Diligence for Lender
  • IT and Operations Due Diligence
  • Quality of Earnings Reporting

Contact us to receive transaction advisory services throughout the Mid-Hudson Valley, NY area.

We are asking our clients to use the RBT Dropbox set up outside our buildings to drop-off your information. Our team will be checking the box throughout the day and upon receipt of the same we will notify you via email or telephone that we have received it. We can also accept your documents via mail, your portal, or a secure email. Please feel free to contact our offices or your RBT professional, to discuss your options. For completed returns or any documents you may need, we can upload them to your portal or mail them to you. Again, please let us know your preference. We will continue to tailor our approach to meet your specific needs, and we will adjust and communicate with you as circumstances change. If you have any questions or concerns about your engagement, please reach out to your RBT professional team.
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A message from RBT CPAs, LLP Managing Partner Michael Turturro