Merger & Acquisition Transaction Consulting

Selling or acquiring a business is one of the most significant and demanding undertakings an owner will face. The process requires constant attention to detail, coordination among multiple advisors, and clear communication of what truly drives value. At the same time, the business still needs to run day to day. Our role is to relieve much of that pressure. We help owners and leadership teams stay organized, informed, and confident throughout the transaction by serving as a financial advocate and strategic resource.

Our Merger & Acquisition Services

We are not business brokers; we don’t solicit buyers or manage listings. Instead, we act as your financial partner throughout the transaction process, helping you understand value, prepare for due diligence, and communicate key details to your wealth manager, M&A advisor, and attorney.

Because we already understand your company, its financial drivers, and the rationale behind its value, we can serve as a consistent point of contact for your deal team. This helps make sure that important details aren’t lost, allowing you to focus on leading your business rather than managing the transaction alone.

Our merger and acquisition services include:

• Pre-transaction preparation: Evaluate company performance, identify value drivers, and address areas affecting buyer perception before entering the market.
• Valuation and deal readiness: Develop an objective, defensible opinion of value and help you understand how market participants might evaluate your company.
• Advisory coordination: Collaborate with your M&A attorney, broker, and wealth manager to align valuation, tax, and transaction structures.
• Due diligence support: Assist in preparing materials, responding to buyer requests, and clarifying key financial metrics such as normalized earnings and working capital.
• Negotiation guidance: Review offers and model outcomes under different deal structures, and help you understand how each scenario impacts net proceeds and risk.

Our Approach

Every engagement begins with a conversation about your objectives and concerns. We assess where your company stands today and what a successful transaction looks like for you. From there, we act as both analyst and advisor, supporting you and your deal team from the first discussion through closing.

Our professionals are credentialed through the National Association of Certified Valuators and Analysts (NACVA) and the Exit Planning Institute (EPI), holding both the Certified Valuation Analyst (CVA) and Certified Exit Planning Advisor (CEPA) designations. Our guidance is grounded in recognized valuation standards and comprehensive exit planning principles.

Our Process

• Discovery and planning: We discuss your goals, timing, and the current state of your business.
• Preliminary analysis: We review historical performance, assess readiness, and highlight potential value gaps.
• Management interview: We meet with leadership to understand operations, competition, and transition priorities.
• Valuation and transaction assessment: We prepare a clear, data-supported valuation and model potential deal outcomes.
• Advisor coordination: We work directly with your attorney, broker, and wealth advisor to maintain alignment and momentum.
• Closing support: We remain available through the final stages to assist with analysis, documentation, and financial questions that arise.

Why Clients Choose KatzAbosch

• Relief from the time and stress of managing the transaction alone
• Objective, valuation-based guidance throughout the deal process
• Seamless communication with all professional advisors involved
• Clear, straightforward explanations of complex financial issues
• Analysis performed in accordance with NACVA standards by credentialed CVA and CEPA professionals

Industry Involvement