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Transaction Advisory Services

How We Help You

At Freed Maxick, we design our procedures based upon the specifics of your transaction. We work with your team to develop an appropriate scope to provide valuable feedback to assist in the process. Depending on your needs and acquisition experience, we can provide complete solutions ranging from strategic planning to due diligence and post-sale integration to assistance with specific M&A issues. Through our highly collaborative approach, we provide value-added services that manage and reduce risk, while helping to improve efficiency and effectiveness.

Freed Maxick can help with every step of the M&A transaction cycle, including:

  • Creating a strategy to grow your business
  • Identifying, approaching, evaluating and valuing acquisition targets
  • Assisting in the due diligence process
  • Tax planning, tax structuring and transaction planning
  • Assisting in negotiations, structuring and closing the transaction
  • Providing financing assistance, including debt placement and equity markets
  • Implementing post-transaction integration plans
  • Offering valuation services
  • Creating value through consulting and advisory services

Your Expert

David L. Mancuso, CPA

Director

Jeffrey T. Zawada, CPA

Director

Patrick J. Clancy, CPA, CFE

Director

Are you looking for Transaction Advisory Services from a New York CPA firm?

If so, simply fill out the form below or call us at 716.847.2651 for more information.