“We value Windham Brannon as trusted business advisors. They have a personal interest in our business, and they have a desire to help us be more successful.”

Retired Treasurer at Global Management Consulting Firm

Transaction Services

The Windham Brannon Transaction Services Practice supports merger-and-acquisition (M&A) transactions with expert planning, due diligence and post-acquisition implementation measures. By getting involved early in the deal process, we maximize the value we deliver by offering our financial and tax due-diligence services on your timetable. We respond to your time-sensitive needs with our experienced team of professionals and their vast range of transaction services experience and industry knowledge.

We work with you, your M&A department, and your legal counsel to structure the deal and analyze the tax impact of alternative structures. We learn your objectives, goals and concerns, and collectively develop a customized plan of action. During pre-acquisition financial due diligence, we assess the sustainability of historical earnings, cash flows, quality of assets and adequacy of liabilities. And we identify potential exposure to all types of taxes, including income, sales and use, property, payroll and international.

We help you navigate your way through the entire transaction, and after closing, we help you integrate the tax attributes of your new and existing operations and provide ongoing tax advisory and compliance services. We provide guidance on business combination accounting and assistance on monitoring post-acquisition financial measures.