Services
Insight-Driven Transaction Support
At FD Transaction Advisory (FDTA), we empower private equity firms, CFOs, and business owners to make well-informed decisions in complex transaction scenarios. With decades of experience and a commitment to delivering clear and actionable insights, we specialize in Buy-Side Financial Diligence, Sell-Side Financial Diligence, and Office of the CFO Support.
With a middle market focus, FDTA serves a variety of industries
Business & Tech-Enabled Services
SaaS & On Premise Licensed Software
Engineering & Construction
Manufacturing & Distribution
Healthcare
Food and Consumer Products
Digital & Marketing Agencies
Industrials, Warehousing and Logistics
Discover how our expertise can simplify the transaction process, mitigate risks, and unlock opportunities.
Buy-Side Financial Diligence
We utilize a comprehensive, data-driven approach to deliver timely and precise insights. Our analysis empowers clients to confidently assess risks and opportunities, facilitating informed investment decisions.
Quality of Earnings
- Revenue Recognition Analysis
- Margin Analysis
- Customer and Product/Service Concentration
- Cost Driver Identification and Analysis
- KPI Development and Financial Trend Analysis
- Expense Analysis
- Presentation of Adjustments
Balance Sheet Analysis
Working Capital Analysis
- Normalized Working Capital Determination
- Seasonality and Trend Analysis
Debt, Debt-Like Items & Contingent Liabilities
- Identification and quantification of debt-like items and off-balance sheet obligations
Purchase Agreement Support
- Support for negotiation of financial terms, including debt, working capital, and other adjustments
Financial Reporting & Accounting Policies
- Assessment of Accounting Systems, Controls, and Close Processes
Tax Due Diligence
- Federal Income Tax Analysis
- State and Local Tax (SALT) Exposure Assessment
- Payroll Tax Review
- Property and Sales Tax Exposure Review
Sell-Side Financial Diligence
Our Sell-Side Financial Diligence services identify potential issues and present them in context to support a successful transaction. We’re here to ensure your financial data is accurate and buyer-ready, so you can achieve a favorable valuation with minimal disruptions.
Quality of Earnings
- Revenue Recognition Analysis
- Margin Analysis
- Customer and Product/Service Concentration
- Cost Driver Identification and Analysis
- KPI Development and Financial Trend Analysis
Balance Sheet Analysis
Working Capital Analysis
- Normalized Working Capital Determination
- Seasonality and Trend Analysis
Debt, Debt-Like Items & Contingent Liabilities
- Identification and quantification of debt-like items and off-balance sheet obligations
Purchase Agreement Support
- Support for negotiation of financial terms, including debt, working capital, and other adjustments
Financial Reporting & Accounting Policies
- Assessment of Accounting Systems, Controls, and Close Processes
Tax Due Diligence
- Federal Income Tax Analysis
- State and Local Tax (SALT) Exposure Assessment
- Payroll Tax Review
- Property and Sales Tax Exposure Review
Office of the CFO Support
We leverage a deep understanding of transaction-specific details along with our breadth of experience to provide critical services to support CFO’s, during a sales process or subsequent to a transaction closing.
Pre-Close: Transaction Readiness
- Key account analysis and process improvement to strengthen financial reporting and controls
- Assessment of accounting systems, controls, and close processes to identify gaps and readiness risks
Accounting for Close: Purchase Agreement Settlement & Opening Balance Sheet
- Purchase agreement settlement support, including working capital, debt, and other closing mechanisms
- Opening balance sheet preparation and day-one journal entries to ensure accurate post-close accounting
Post-Close: Operating the Business
- Standalone financial reporting and KPI development to establish visibility and accountability in the new ownership structure
- Audit support including assisting the accounting team with audit preparation, coordinating responses to auditor requests, and ensuring timely delivery of required documentation
Guiding Transactions to Success
At FDTA, we measure our success by the long-term achievements of our clients.
With over 75 years of combined expertise and a proven track record providing services on transactions with $5B+ in enterprise value, you can trust our team to guide your organization through every stage of the transaction lifecycle.
Partner with FDTA to gain clarity and maximize your transaction outcomes.