Transaction Advisory Services
CPA-led transaction advisory services that deliver clarity, efficiency, and confidence.
North Carolina Business Consultants
Mergers, Acquisitions & Succession Plans
DMJPS guides business owners, private equity sponsors, strategic buyers, and sellers through every stage of a transaction — from planning and letter-of-intent negotiations to due diligence, deal closing, and post-close integration and accounting.
Every transaction can have a lasting impact on your company’s future. Navigating mergers, acquisitions, and succession plans isn’t just about closing a deal—it’s about protecting your legacy, maximizing value, and ensuring the continued success of your organization. You want to avoid costly missteps, stay ahead of tax implications, and make informed decisions that safeguard both your assets and your people.
Designed with Your Priorities in Mind
We work alongside you to deliver:
- Tax-smart transaction structuring
- Quality of earnings and assets analysis
- Opening balance sheet support
- Purchase price allocation solutions
- Efficient deal closings, optimized outcomes, and risk management
- Practical expertise gained through thousands of successful transactions
- CPA-led collaboration with your internal team and outside advisors
- Alignment, accuracy, and strategic execution at every step
- More time to lead your business and secure its future
Our Offering
Supporting expanding businesses, privately held companies, private equity firms, strategic buyers, family-owned businesses, and boards seeking objective, tax-efficient, and practical transaction guidance.
Business Valuations & Valuation Advisory
Provide independent valuations for sale negotiations, fairness opinions, tax planning (e.g., estate or gift valuation), buy/sell agreements, and financial reporting needs.
Financing Structure & Capital Advisory
Design and model capital structures, lender presentation materials, and financing packages (including debt sizing, covenants, and covenant-lite tradeoffs) to secure the proper funding at competitive terms.
Quality of Earnings (QoE) Reports & Sell-side Readiness
Prepare QoE reports that explain recurring earnings, normalize add-backs, reconcile GAAP vs. management figures, and highlight key drivers for buyers or lenders.
Buy-side Financial Due Diligence
Deliver focused financial due diligence (quality of earnings, working capital, net debt schedules, historical results vs. budgets) so buyers understand real cash flow and downside risks.
Financing Structure & Capital Advisory
Design and model capital structures, lender presentation materials, and financing packages (including debt sizing, covenants, and covenant-lite tradeoffs) to secure the proper funding at competitive terms.
Risk Management & Post-Deal Integration Oversight
Identify deal and operational risks pre-close and help plan integration execution (systems, controls, accounting policies) to realize organizational fit and protect value.
Buyer & Seller — Tax-efficient Deal Structure & Advisory
Model and advise on purchase price allocation, tax attributes, earn-outs, asset vs. stock deals, escrow structures, and other tax-sensitive deal mechanics to preserve buyer and seller value.
Negotiation Support & Deal Execution
Act as technical and financial advisors during negotiations — preparing models, scenario analyses, and tax impact memos to strengthen your negotiation position. We can act as an advocate to you during negotiations
Succession Planning
Succession planning for privately held businesses is an orderly process by which the ownership and management of a business are transferred to the next generation in a tax-effective manner.
Choice of Entity & Tax Structuring
Evaluate entity options (S vs. C Corp, LLC, partnership) and recommend a tax-efficient entity and capitalization structure for both ongoing operations and transactional outcomes.
Opening Balance Sheets & Purchase Accounting
Prepare opening balance sheets, allocation of purchase price analyses, and deal-closing accounting to ensure a clean transition and accurate post-closing financial reporting.
Tax Consulting and Compliance
Strategic tax consulting and compliance services that help you minimize tax exposure, optimize deal structures, and ensure seamless post-transaction integration.
Preparing Businesses for Sale
Each dollar of Earnings Before Interest, Taxes, Depreciation, and Amortization (EBIDTA) can generate many times that in sales value. As it prepares for sales, we want to ensure your business is in a position to generate maximum EBIDTA. This should be done several years in advance.
Trusted, CPA-Led Expertise
Every engagement is led by seasoned CPAs who understand the full financial picture — not just one piece of it. Our integrated approach combines tax strategy, valuation analysis, and due diligence to help you identify risks, validate opportunities, and optimize value throughout the transaction process.
Middle-Market Focus. Real-World Insight.
We specialize in middle-market transactions, where deal speed and precision matter most. Our professionals have worked on both sides of the table — as advisors, buyers, and operators — providing you with practical, actionable advice grounded in real-world experience.
Clarity You Can Rely On
Whether you’re preparing to buy, sell, or refinance, we deliver clear, defensible reports that decision-makers, lenders, and investors can trust. Our deliverables are built to withstand scrutiny and support confident decision-making at every stage.
Collaborative, “Quarterback” Approach
We act as your transaction quarterback — coordinating attorneys, lenders, valuation experts, and management teams to keep deals moving efficiently. With us, everyone at the table is aligned, informed, and focused on closing success.
Our People
Reputation Built on Results
As one of North Carolina’s leading CPA firms, our transaction advisory team is known for exceptional service, integrity, and long-standing client relationships. With decades of experience across industries, we bring perspective, precision, and partnership to every engagement.
At DMJPS, we go beyond due diligence — we help you close efficiently, optimize value, and protect your investment across the entire deal lifecycle. Our mission is simple: to give you confidence in every decision and help secure the future you’ve built.
Industry Experience
From construction and manufacturing to healthcare and real estate, see how we help organizations across North Carolina and surrounding states.
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See our full range of services and learn how DMJPS can support your business through changing needs and new opportunities.
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