Transaction Advisory Services

Maximize Value and Minimize Risk in Your Financial Transactions

Navigating the complexities of buying or selling a business requires expertise, strategic insight, and meticulous execution. Our Capital Markets and Transaction Advisory Services ensure successful client outcomes.

How We Help You Succeed

Whether you're raising capital, executing a recapitalization, or preparing a business exit strategy, our team will guide you through every step to ensure optimal outcomes.
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Simplify the Complexities of Raising Funds, Selling, or Buying a Company

Tap our Transaction Advisory team, a part of our comprehensive Capital Markets practice, for expert guidance in your transactions. We simplify every step, from preparing your financial data to organizing deal support documentation and providing representation for both business buyers and sellers.

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Ensure Comprehensive Due Diligence in Every Transaction

Thorough due diligence is critical to safeguard your interests in any transaction. Our team provides comprehensive support, including financial modeling, specialty analyses, and Quality of Earnings (QoE) reports. 

Our meticulous approach ensures you have the complete picture to make informed decisions while minimizing risk.

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Enhance Operational Excellence and Value with a Comprehensive v360™ Enterprise Value Roadmap

v360 is the ultimate value optimization experience designed to help you see your business as the market does. Our comprehensive report illustrates potential growth in value and delivers a set of actionable recommendations that, when adopted, will help enhance value beyond the numbers.
Explore v360
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Revitalize Your Business with Strategic Financial Turnarounds

Facing financial distress and seeking a turnaround can be overwhelming. Our strategic turnaround services support struggling businesses by developing viable workout plans and guiding necessary expense reductions. We position your company for sustainable growth and profitability, paving the way for a brighter financial future.

Making Companies Stronger for 28 Years

We’ve spent three decades helping more than more than 6,000 businesses become more resilient, efficient, and profitable. When you work with vcfo, your business receives more than the knowledge of one professional – you harness the expertise of the entire vcfo team.

Transaction Advisory Services

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Transaction
Advisory

Transaction
Advisory

  • Quality of Earnings Reports
  • v360™ Enterprise Value Roadmap 
  • Financial and HR Integration Planning and Execution (Pre and Post Transitions)
  • Due Diligence Support
  • Debt  & Equity Structuring
  • Turnaround Assignments
  • Lender Work-Outs
TransactionAdvisoryServices

Transaction Advisory Services

  • Quality of Earnings Reports
  • v360™ Enterprise Value Roadmap 
  • Financial and HR Integration Planning and Execution (Pre and Post Transitions)
  • Due Diligence Support
  • Debt  & Equity Structuring
  • Turnaround Assignments
  • Lender Work-Outs
TRANSACTION ADVISORY SERVICES

Components of a Successful Sale Transaction

in-depth article 6 Min Read
After years spent pouring their life’s work into building a business, an owner invariably forms a perception of its worth. Yet, this perception often differs from…

Navigate Complex Financial Transactions with Confidence

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Deep Operational Knowledge

With over 28 years of experience and a knowledge set honed from working with more than 6,000 clients, our experts bring a wealth of operational knowledge to the table. Our Fractional CFOs are not just number crunchers; they are strategic advisors who have not only acted as key consultants in transactions, but many have spent substantial portions of their careers inside companies like our clients.  They understand the intricacies of business operations across various industries and growth stages.
Client-Centric Focus

Client-Centric Focus

Our clients are at the heart of everything we do. We understand that each business is singular, with its own set of challenges and goals. Our approach is tailored to meet your organization's specific needs, providing relatable, accessible support.
Customized Solutions

Customized Solutions

Every transaction is unique, especially when it is your own. Our services are tailored to address your business's specific needs and goals. From initial valuation assessments to post-transaction integration, we provide comprehensive support that ensures seamless execution, maximized value, and peace of mind.
Pre-Acquisition HR Representation

Pre-Acquisition HR Representation

Proactively addresses the myriad of operational People issues in a business combination, with a focus on the cultural disruption of a transaction. Through planning, internal messaging, and staff support, we seek to minimize negative impacts on staff and potential loss of talent and productivity.
Post-Sale HR Integration

Post-Sale HR Integration

Ensures smooth onboarding, payroll setup, and benefits administration post-transaction, along with appropriate and consistent messaging, effectively integrating two cultures into a unified, forward-moving organization.
Post-Sale Financial Integration

Post-Sale Financial Integration

Facilitate the seamless integration of financial systems, including general ledger and purchase price allocation, and lead the operational integration of back-office functions.
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Frequently Asked Questions

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How do you ensure the accuracy of your Quality of Earnings (QoE) reports?

We employ rigorous methodologies and leverage our extensive operational experience developed from working inside similar companies to deliver precise and reliable QoE reports.

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What does the v360™ Enterprise Value Roadmap entail?

v360™ is an onboarding experience with vcfo that will unfold in your first 2-4 weeks of working with us. We will need your current financials and a couple of hours of your time to ask you some very in-depth organizational questions. The end result is actionable recommendations to enhance your value well beyond where you are today, addressing factors including but well beyond growth in revenue and EBITDA

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How do you support post-transaction integration?

We offer detailed financial and HR integration services, ensuring seamless transitions in the general ledger, purchase price allocation, onboarding, payroll and benefits setup, culture integration, employee retention, and much more.

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What are "Transaction Advisory" or "Capital Market" services?

"Transaction Advisory" or "Capital Market" services support transactions such as raising funding, buying, selling, and restructuring businesses, and ensuring optimal financial and operational outcomes. Some of the specific activities include due diligence, QoE reports, pre-and post-integration planning and execution and similar.

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Why vcfo?

We offer a unique blend of deep operational knowledge and transactional experience, providing a solid foundation for exceptional transaction advisory services.

Ready to Take the Next Step?

Schedule a consultation today to discover how we have helped over 6,000 companies achieve their financial objectives.