Transaction Advisory Services Clear Guidance: The Best Path Forward For Deals

Successful deals are the result of a focused plan and strong execution throughout the M&A process. ORBA delivers a team of professionals that advise clients with timely advice to support them at each stage of a transaction. Our wide range of services help our clients navigate through the complexities that may arise during the process.

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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
Transaction Advisory logo: a blue circle with a stylized equal symbol in it.
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
2023AMERICA'S BEST TAX AND ACCOUNTING FIRMS Forbes, 2021-2023 Rankings
TOP 100FIRMS TO WATCH Accounting Today, 2014-2024 Rankings
2023 Top WorkplacesCULTURE EXCELLENCE AWARD - INNOVATION, LEADERSHIP, COMPENSATION & BENEFITS AND WORK-LIFE FLEXIBILITY Energage, 2021-2023 Rankings
Top 200public accounting firms INSIDE Public Accounting, 2013-2023 Rankings
2023LARGEST ACCOUNTING FIRMS Crain's Chicago Business, 2011-2023 Rankings
2023TOP WORKPLACES USA Energage, 2020-2023 Rankings
2023TOP WORKPLACES The Chicago Tribune 2010-2016; 2020-2023 Rankings
GREAT LAKESRegional Leader Accounting Today, 2012-2024 Rankings
over40 years Of High Performing Service To Clients In Chicago & Beyond

Transaction Advisory Services

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Firm News

06.04.24

ORBA Adds Salt Lake City Office to its Accounting, Tax and Advisory Practice: Experienced Local CPA, Darin Fullmer, to Manage
SALT LAKE CITY — Ostrow Reisin Berk & Abrams, Ltd. (ORBA), one of Chicago’s largest full-service accounting, tax and advisory firms, proudly announces the opening of its first office outside the Midwest in Salt Lake City, Utah.

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seminars & events

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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