Transaction Advisory
Transaction Advisory Services for Business Owners, Buyers and Investors
Whether you're buying, selling, or integrating, we ensure you see the full financial reality before the ink dries.
Book a MeetingQuick Answer
What are transaction advisory services?
Transaction advisory services help buyers, sellers, and investors evaluate the financial risks and value of a business transaction. The work includes financial due diligence, quality of earnings analysis, business valuation, deal structuring, and integration planning. Sataurius uses these findings to clarify deal assumptions and support informed decisions before and after closing.
The difference between a good deal and a great deal is what you see before you sign.
The Big Picture
What Is M&A Transaction Advisory and Quality of Earnings?
Transaction advisory is the financial expertise that protects you during the most consequential moments in your business. Whether you're acquiring a competitor, merging with a partner, or preparing your company for sale, the financial analysis behind the deal determines whether it creates value or destroys it. Strong accounting hygiene and tax strategy are the foundation every successful deal stands on.
At Sataurius, our transaction advisory team brings deep experience across the entire deal lifecycle. We've supported transactions across our core industries, working alongside private equity firms, family-owned businesses, strategic acquirers, and investment banks. Our role is to ensure that every financial assumption, risk factor, and opportunity is clearly understood before anyone signs on the dotted line.
We don't just validate numbers. We tell you what the numbers mean for the deal, for your returns, and for the business you'll operate after close, working hand in hand with our fractional CFO team as the strategy moves from diligence to integration.
What's Included
Due Diligence, Valuation, and M&A Transaction Services
Buy-Side Due Diligence
Financial, tax, and operational due diligence that protects your investment and reveals hidden risks.
Business Valuation
Defensible valuations for transactions, disputes, estate planning, and financial reporting.
Quality of Earnings (QoE)
Deep analysis of earnings quality, revenue sustainability, and normalized EBITDA.
Sell-Side Preparation
Get your business ready for market: clean financials, compelling narrative, and maximum valuation.
Post-Close Integration
Financial systems integration, team alignment, and reporting standardization after the deal closes.
Who We Serve
M&A Transaction Support for Buyers, Sellers, and PE Firms
Private Equity Firms
We partner with PE sponsors on portfolio company due diligence, financial reporting standardization, and value creation initiatives across the hold period.
Business Owners Considering a Sale
If you're thinking about an exit in the next 12 to 36 months, we help you maximize valuation by getting your financials investor-ready well before you go to market.
Acquirers and Strategic Buyers
Before you sign a letter of intent, we identify the financial risks, quality of earnings adjustments, and integration challenges that could change the terms of the deal.
Investment Banks and M&A Attorneys
We serve as a trusted financial partner alongside your deal team, providing the analytical rigor that supports a smooth transaction from LOI to close.
The Deal Lifecycle
Transaction Support at Every Stage of the M&A Deal Lifecycle
Pre-Transaction Planning
We assess financial readiness, identify potential deal-breakers, and build the narrative that positions the business for maximum value.
Due Diligence Execution
A thorough review of financial statements, tax positions, working capital, and operational metrics to validate the opportunity and quantify risks.
Deal Structuring Support
We model different deal structures and their financial implications, helping you understand how purchase price adjustments, earnouts, and escrows affect your outcome.
Post-Close Integration
After the deal closes, we integrate financial systems, standardize reporting, and ensure the combined entity operates seamlessly from day one.
Common Questions
Frequently Asked Questions
How long does a typical due diligence engagement take?+
Most engagements run 3 to 6 weeks depending on complexity, entity count, and data availability.
Do you work with PE firms and investment banks?+
Yes. We regularly partner with private equity firms, investment banks, and M&A attorneys on both buy-side and sell-side transactions.
What industries do you cover?+
We have deep experience in healthcare, professional services, e-commerce, and construction, but our methodology adapts to any industry.
Can you help if we're not sure whether to buy or sell?+
Absolutely. We often start with a strategic assessment that evaluates your options and builds a financial framework for making the right decision.
Better Together
Transaction + Tax Advisory
The tax implications of a deal can change its economics entirely. Our transaction and tax teams work together to structure deals that protect your interests and maximize your after-tax returns.
Explore Tax & Audit ServicesBuy-Side Advisory
Buy-Side Advisory for Buyers and Investors
Before you commit capital, we test what you are actually buying: financial due diligence, quality of earnings, working capital analysis, valuation assumptions, risk identification and transaction modelling.
Sell-Side Advisory
Sell-Side Advisory and Exit Readiness
When should a business begin preparing for a sale? Ideally two to three years before going to market, and no less than twelve months. That window allows time to clean up reporting, run an internal quality of earnings, resolve issues that may affect valuation, and show a consistent track record before a buyer begins formal diligence.
We support owners with exit readiness planning, an internal quality of earnings, financial cleanup, defensible reporting, data-room preparation, buyer diligence support and an independent business valuation. Deal structure and transaction tax planning are addressed early, not at signing.
Post-Close
Post-Close Integration
Value is realised after the close. We lead finance integration, reporting cadence, ERP and system integration, KPI tracking, synergy measurement and working capital management. For portfolio companies, see our private equity and portfolio company support. For practice deals, our healthcare M&A advisory adds specialist industry expertise.
Client Perspectives
What Our Clients Say
“Sataurius brought a level of precision and insight to our accounting practices that we hadn't experienced before. They helped us refine our financial reporting processes and implemented strategies to improve cash flow management. Their strategic insights were instrumental in guiding our financial decisions, ultimately strengthening our bottom line. We consider Sataurius an invaluable partner in our growth journey.”
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