PRACTICE AREA 05 / 05
Transaction services
Financial analysis surrounding acquisitions and other corporate transactions.
THE WORK
A transaction has its own financial context.
Our transaction practice supports financial review and analysis in connection with corporate transactions. The work draws on the firm’s accounting, tax and advisory experience.
Discuss the transaction, stage and specific financial questions with our team so we can establish a suitable scope.
- Financial review for corporate transactions
- Analysis of transaction-related financial questions
- Coordination with accounting and tax matters
- Scope defined around the stage of the transaction
A USEFUL FIRST CONVERSATION
Bring the context with the question.
Start with the transaction, the stage of the process and the specific information that needs examination.
- 01
The matter.
Describe what has prompted the inquiry and who is involved.
- 02
The information.
Outline the records available and the questions still open. Sensitive documents can wait for an agreed secure process.
- 03
The intended use.
Discuss timing, responsibilities and the proposed scope before an engagement begins.
Before you begin.
Where should an initial transaction inquiry start?+
Contact our Natick office with a brief description of the transaction and the financial assistance you need.
How do I start a conversation?+
Call the Natick office at 508-650-9600, or explore the introduction demonstration.