ORBA’s Transaction Advisory Services Group includes financial and tax professionals focused on serving closely held and private equity owned clients. Whether you are buying or selling a business, you’ll work with a team that understands the objective and provides guidance throughout the process. With ORBA, you will receive thoughtful, insightful and timely advice to assist in making informed decisions.
Purpose-driven services
Transaction Advisory Services
- Investment Strategy
- Buy-side Financial Due Diligence and quality of earnings study
- Buy-side Tax Due Diligence
- Tax Structuring for acquisition and post-acquisition integration.
- Negotiation support
- Valuation services and purchase price determination and allocation
Post-Transaction Services
- Section 382 and net operating loss analysis
- Transaction cost analysis
- Basis and Earning & Profits
(E&P) studies Dispute resolution - Closing balance validation
- Incentive compensation
program consulting
Exit Services
- Structuring for tax efficient exist strategies
- Estate, gift and charitable planning for business owners
- ESOP planning
- Sell-side financial diligence and quality
of earnings study - Sell-side Tax diligence
