Transaction Advisory
Value and Certainty at Every Stage of the Deal
Over the past decade, we’ve guided business leaders through more than 500
successful transactions.
Each one came with big decisions, tight timelines, and high stakes. Buying, selling,
merging, or gearing up for a capital event when the pressure is on, the details matter.
Built for Buyers.
Trusted by Sellers.
We work both sides of the table. Buyers count on us for the speed and precision needed to evaluate a deal before it closes. Sellers turn to us to help position their business to attract interest and maximize value.
Our team supports founders, investors, private equity groups, and strategic buyers across industries, each with unique goals, challenges, and timelines.
Expertise That Moves
the Deal Forward.
We go well beyond traditional due diligence. From uncovering the real story behind the financials to navigating complex tax implications, we bring structure, clarity, and strategy from start to finish.
We guide you through deal prep, market positioning, compliance, valuation, and post-close execution. We cut through complexity, keep momentum moving, and help you avoid the surprises that derail deals.
Need to understand market value? Prepare for a clean exit? Pressure test your systems, team, and financials? We’re ready to dig in.
Support That Sticks
Around After the Close.
The deal may close, but our work isn’t done. We help you unlock synergies, tighten operations, and align systems so the post-transaction phase delivers real value.
From acquisition accounting to leadership alignment and ERP rollouts, we stay with you to make the transition count.
How We Help
FINANCIAL DUE DILIGENCE / QUALITY OF EARNINGS (QOFE)
Get the full picture behind the numbers so you can make confident decisions.
INFORMATION SECURITY DUE DILIGENCE
Spot IT risks before they become liabilities.
MARKET VALUE STUDY
Know what your business is really worth with data you can trust.
SELLER READINESS
Get your financials and operations ready to drive interest and value.
PURCHASE PRICE ALLOCATION & ACQUISITION ACCOUNTING
Handle valuations and post-deal accounting with accuracy and compliance.
POST-TRANSACTION SERVICES
Turn deal plans into operational wins and long-term value.
DUE DILIGENCE PROJECT MANAGEMENT
Keep everything on track with experienced coordination across teams.
Strategic Consulting That Supports the Deal
AUDIT READINESS
Prepare your team, systems, and financials for a smooth audit.
GAAP COMPLIANCE & INTERNAL CONTROLS
Strengthen your reporting foundation with expert help.
OPERATIONAL PROCESS ANALYSIS
Improve how your business runs and scales.
ERP IMPLEMENTATION MANAGEMENT
Launch systems that deliver value, not frustration.
Not Just Transactional
Our advisory practice isn’t limited to deals. We also help organizations solve for clarity in operations, security, and scalability.
Outsourced Accounting
Strategic CFO support, board-ready reporting, and performance management that turns insights into action.
NONPROFIT ADVISORY
Governance, grant compliance, and audit readiness designed for mission-driven teams.
INFORMATION SECURITY & RISK
Security assessments, mitigation strategies, and cybersecurity roadmaps.
The Tanner Difference
With more than 500 successful transactions behind us, we know what it takes to get deals done right. We work fast, think critically, and stay plugged in, because time kills deals, and the right insight at the right moment can change everything.
Our Transaction Advisory Experts
Insights
Transaction Advisory
Right the Ship, Regardless of the Market In recent years, the private market has experienced a rollercoaster of volatility. From…
Transaction Preparation faqs
When the decision is made to sell a business, managers, executives, and entrepreneurs have a bevy of considerations to make.…
Influence
Podcast
Interviews and conversations with some of the leading entrepreneurs, founders, and luminaries in the industry.
Impact
Podcast
Experiences of not-for-profit organizations that are having a significant impact in our communities.