Transaction Advisory Services
We help you understand the deal, spot the risks, and move forward with confidence.
Real Advice to Help You Get the Most Out of Every Transaction.
Business deals can get messy—fast. Whether you’re buying, selling, or just thinking about a change, you need more than a stack of reports. You require someone who can walk you through it, explain the numbers in plain English, and help you make the right call for your future.
At Swain CPA, we keep it practical. We show up when it matters, dig into the details, and give you real advice that makes sense—clear, thoughtful, and focused on what’s best for your business.
We Help With
Financial Due Diligence
We get into the guts of the numbers so you’re not caught off guard. We’ll show you what’s real, what’s risky, and what needs a closer look.
Tax Due Diligence and Structure
We check how the deal will hit you come tax time—and help you set things up in a way that keeps more money in your pocket.
Commercial Due Diligence
Is the business actually doing what it says it’s doing? We look at the market, the customers, and the big picture so you’re not just buying promises.
IT Due Diligence
We dig into the tech—what’s working, what’s outdated, and what could be a problem down the line. No sugarcoating.
Investigative Due Diligence
We go digging for the stuff you don’t see on paper—legal red flags, hidden debt, and anything else that could bite you later.
Sell-Side Due Diligence
If you're selling, we help you clean things up, so buyers don’t get spooked. Tight numbers, clear answers, and fewer surprises during the deal.
HR Due Diligence
We take a close look at the people side—contracts, pay, benefits, and anything else that might turn into a problem if it’s not handled right.
Reviews
Our Process
Step 1: Initial Contact
As year-end gets close, one of our friendly team members will check in. We’ll set up a time for a quick call with your Relationship Manager—the person who’ll walk with you every step of the way.
Step 2: Planning Meeting
We’ll go through a few key questions to figure out what matters this year. No filler, no fluff—just what we need to help you make smart moves and keep things simple.
Step 3: Information Gathering
We’ll pick a deadline together. Once you’ve got everything ready, send it our way. Don’t stress—we’ll send gentle weekly reminders to help keep things on track.
Step 4: File Preparation and Review
Once your info is in, we roll up our sleeves. Your file gets the full treatment, reviewed by a senior CPA who makes sure everything’s clear and solid before moving on.
Step 5: Final Steps and Year-End Inspiration Session
We’ll send over your draft numbers for a quick check. Then comes the good stuff—your final file and an Inspiration Session, where we talk through the numbers and toss around ideas to help your business grow.
Why Choose Us?
Simply Good CPA Firm
We get your stuff done right—on time, with no fuss, and as stress-free as possible. You’ll get straight answers, solid work, and a smooth process from start to finish. Easy-peasy, lemon squeezy.
Focus on Profitability
Tax savings have a ceiling—profit doesn’t. We help you spot the opportunities that actually grow your business and put more money in your pocket, not just in April, but all year round.
We Think About Your Future.
Retirement might feel far off, but we keep it in focus. Our goal is to help you build a business that’s worth more—maximized for value and set up smartly for when it’s time to cash out.
We Look for Ways to Work Smarter, Not Harder
If there’s a way to make things run smoother or leaner, we’ll find it. We’re always thinking in terms of efficiency, smart systems, and helping you spend less time on the grind.
Awards and Recognition
Queen’s Platinum Jubilee Medal
Devour Food and Film Fest Board Service Recognition
MIT's MASS Challenge Awards Ceremony
FAQs
Absolutely. When you’re making a big move—like buying or selling a business—it’s easy to miss things that can come back to bite you. Transaction advisory is all about slowing things down, asking the right questions, and making sure you really know what you’re getting into.
Transaction advisory is support and guidance you get when you’re making a major business move—like buying, selling, merging, or restructuring a company. It’s about having someone help you look at the numbers, understand the risks, and figure out if the deal makes sense for you.
Instead of just handing you reports, a good advisor walks through the details with you—things like financials, taxes, operations, and potential red flags—so you can make decisions with confidence. In plain terms, transaction advisory helps you avoid surprises and move forward with a solid plan.
Deal advisory is just solid, practical help when you’re making a big business move—like buying or selling a company. It’s having someone in your corner who knows what to look for, who can help you dig into the numbers, spot any red flags, and make sure the deal actually works for you.
Not really—they’re often used to mean the same thing. Both deal advisory and transaction advisory refer to the support you get when making major business decisions like buying, selling, merging, or restructuring.
The terms are sometimes used differently depending on who you’re talking to, but the goal is the same: to help you understand the deal, look at the numbers, spot any risks, and make a smart decision.
Any business going through a big change—like buying, selling, merging, or restructuring—can benefit from transaction advisory services. That includes small businesses looking to expand, family businesses planning for succession, or startups thinking about selling.
They usually cover:
- Financial due diligence – digging into the numbers to make sure everything checks out
- Tax planning and structure – making sure the deal won’t lead to unexpected tax hits
- Business valuations – helping you understand what a business is really worth
- Deal structuring – figuring out the best way to set up the deal so it works for you
- Exit or succession planning – guiding you through selling or handing off your business
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