Tanner

TRANSACTION ADVISORY

Whether you are buying or selling a business, we can help you navigate the complexities of the deal to maximize the opportunity.

ALL KINDS OF DEALS

Over the past 10 years, we have participated in over 500 transactions. We not only help buyers with due diligence and sellers prepare for transactions, but also help you merge two or more companies together, infuse new equity or debt into the business or sell a segment of it.

COASTAL EXPERTISE, INLAND VALUE

The quality of our services rival any firm you’ll find on the coasts, but our value delivery approach exceeds expectations.

REDUCE RISK WITH THE RIGHT TEAM

Our experience and expertise spans all aspects of deal-making. We specialize in serving small and medium-sized business. Because of our customizable approach, we can help you identify specific risks and focus our consulting efforts to address those risks.

FULL-SERVICE TRANSACTION ADVISORY CONSULTING

  • Financial Due Diligence (Q of E)

  • Transaction Advisory

  • Seller Readiness

  • Audit Readiness

  • GAAP Compliance and Internal Control Implementation

  • Purchase Price Allocation

  • Acquisition Accounting

  • Post Transaction Services: Maximization of Synergies

  • Operation Process Analysis

  • Due Diligence Project Management

  • ERP Implementation Management

  • Leadership Evaluation and Development

  • IT Compliance

  • Information Security Due Diligence

OUR PEOPLE MAKE THE DIFFERENCE

  • Mark Erickson

    Partner and Practice Leader - Transaction Advisory

    Mark has 25 years of audit and business advisory experience, which includes two years on staff with the U.S. Securities and Exchange Commission. Mark specializes in serving a variety of clients in the technology, manufacturing, distribution, and banking sectors. Mark is a graduate of Utah State University and has a Master’s degree in accounting. He is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants. Mark is also the chairman of the National Advisory Board for the Utah State University Jon M. Huntsman School of Business.

  • photo of Julia Taylor

    JULIA TAYLOR

    Director - Tax and Transaction Advisory

    Julia is a seasoned M&A tax and business advisor with 17 years of Big Four public accounting experience, including two years in a national M&A tax group based in New York City. Prior to joining Tanner, Julia advised both private equity and strategic buyers and sellers on tax due diligence, tax structuring, tax attribute planning, cash tax modeling, legal entity rationalization and post-deal integration. Earlier in her career, Julia provided large corporate clients with a broad spectrum of income tax compliance and consulting services, with a focus on ASC 740, Accounting for Income Taxes. She is a graduate of Southern Utah University and has a Master’s degree in accounting. She is a Certified Public Accountant in Colorado and Utah and is a member of the American Institute of Certified Public Accountants.

  • Braxton Savage

    Senior Consultant - Transaction Advisory

    Braxton has eight years of audit and business advisory experience in a variety of industries. During this time, Braxton has obtained experience conducting due diligence and other transaction consulting for companies in private equity, insurance, technology, SAAS, manufacturing, hospitality/resorts, and professional services. He has also led and consulted ERP/CRM system implementations. Braxton received his Bachelor’s and Master’s degrees in accounting at Southern Utah University. Before joining Tanner, Braxton previously worked as an assistant controller and on the acquisitions and mergers due diligence team at one of the largest privately held insurance brokerages in the United States.

  • Heather Allen

    Tax Partner

    Heather has over 15 years of experience serving public and private companies. Prior to joining Tanner, she was with a Big 4 accounting firm in Salt Lake City. Heather has experience from serving companies in multiple industries including hospitality, technology, construction, real estate, private investment, and professional services. Heather understands multiple phases of tax compliance and consulting, including consolidated filing issues, international tax, partnerships, S corporations, individual tax, and tax provisions. Heather graduated at the top of her class from Utah State University and currently serves on the School of Accountancy’s advisory board. She is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.

  • Gary Vickery

    Leadership Solutions Practice Leader

    Gary joined Tanner following careers with Jackson Leadership Systems and the United States military. He specializes in human resources, organizational design, and leadership. He brings two decades of experience serving very large organizations including BASF, Crawford & Company, Mid-Atlantic Finance Company, PetroValves, members of The Crown Group, PKF North America, and many others. Gary will bring a unique perspective to the areas of human resources and governance that will form a key part of our analysis. Additional specialties include executive coaching and development, conflict management, rewards and recognition and public speaking. He received his B.Sc. in Psychology and his M.S. in Industrial/Organizational Psychology from the University of Idaho.

  • Dan Griffiths

    Leadership Solutions Partner

    Dan is a partner with Tanner and leads our business strategy advisory services. He previously served as the CFO at Proficio Management, a private equity firm. Dan manages a number of complex and varied consulting engagements and across a variety of industries with a significant number in manufacturing and healthcare. Each year, Dan facilitates over 70 offsite strategic planning sessions with boards of directors, owners, and executive management teams. Dan has previously served as Utah’s elected member of the American Institute of CPAs Governing Council and was also appointed by Utah Governor Gary Herbert to serve a term on the State Board of Education. He has served for the past four years as a member of the AICPA board of directors. Dan is a graduate of Brigham Young University where he earned bachelor’s and master’s degrees, summa cum laude and with high distinction, respectively.

Over 500 Deals in the Past 10 Years

We’re a proven transaction leader having done over 500 M&A, equity or debt transactions in the past 10 years. And our experience spans industries. Versatility is our superpower.

AN ENVIABLE NPS SCORE

Sources:
https://www.clearlyrated.com/solutions/2020-accounting-nps-benchmarks/
https://www.netpromoter.com/know/