--- title: Transaction Advisory - HoganTaylor Business Advisors description: Get the transaction advisory services you need to have successful deal engagements. HoganTaylor, CPAs and business advisors in Oklahoma and Arkansas. image: https://www.hogantaylor.com/hubfs/HT-Transaction%20Services-Feature.png --- # Transaction Advisory Services ###### Ensure that your business transaction is successful, compliant, and makes financial sense. [![Talk To An Expert](https://no-cache.hubspot.com/cta/default/3868932/b9181cb2-7758-4cb9-9f92-949adb96eaa6.png)](https://cta-redirect.hubspot.com/cta/redirect/3868932/b9181cb2-7758-4cb9-9f92-949adb96eaa6) ![Transaction Services Hero](https://www.hogantaylor.com/hs-fs/hubfs/Transaction%20Services%20Hero.png?width=1080&name=Transaction%20Services%20Hero.png)   ![checkmark](https://www.hogantaylor.com/hubfs/checkmark.png) Rely on experts for thorough due diligence ![checkmark](https://www.hogantaylor.com/hubfs/checkmark.png) Identify risk areas and compliance liabilities ![checkmark](https://www.hogantaylor.com/hubfs/checkmark.png) Make a successful sale or acquisition ## **Nationally recognized advisory professionals who bring great depth and experience to the transaction process.** As a successful business leader, you are faced with making important, strategic decisions when it comes to buying or selling your organization. These transactions are tedious and require a team of experts to keep the process compliant and successful. You can rely on HoganTaylor’s experienced advisors to manage the most critical areas of your deal. Our team is composed of former Chief Financial Officers, auditors, and financial analysts who will take your transaction to the next level of success. [![Talk To An Expert](https://no-cache.hubspot.com/cta/default/3868932/b9181cb2-7758-4cb9-9f92-949adb96eaa6.png)](https://cta-redirect.hubspot.com/cta/redirect/3868932/b9181cb2-7758-4cb9-9f92-949adb96eaa6) ![HT-Transaction Services-Nationally Recognized Advisors](https://www.hogantaylor.com/hubfs/HT-Transaction%20Services-Nationally%20Recognized%20Advisors.png) ## Transaction advisory services for business owners, strategic and financial buyers, and lenders across the full spectrum of deal engagements. ### Related Services: [Deal Advisory Services ](https://www.hogantaylor.com/transaction-advisory/deal-advisory-services?hsLang=en) [Post-Transaction Valuation Services ](https://www.hogantaylor.com/transaction-advisory/post-transaction-valuation-services?hsLang=en) [Post-Acquisition Integration Services ](https://www.hogantaylor.com/transaction-advisory/post-transaction-integration-services?hsLang=en) [Tax Due Diligence ](https://www.hogantaylor.com/transaction-advisory/tax-due-diligence-services?hsLang=en) [Financial Due Diligence ](https://www.hogantaylor.com/transaction-advisory/financial-due-diligence-services?hsLang=en) [Private Equity Firms ](https://www.hogantaylor.com/private-equity?hsLang=en) [HR Due Diligence ](https://www.hogantaylor.com/transaction-advisory/hr-due-diligence?hsLang=en) [IT Due Diligence ](https://www.hogantaylor.com/transaction-advisory/it-due-diligence?hsLang=en) ## **Transaction Advisory Services** - Buy-side due diligence for financial and strategic buyers - Sell-side representation for owners to shepherd the sales process, minimize disruption, and protect value - Quality of earnings engagements - Analysis of working capital components to define targeted working capital calculations - Identification and rationalization of EBITDA adjustments - Analysis of post-closing net working capital adjustments - Tax structuring of transactions and analysis of the tax impact of proposed deal terms - Buy-side and sell-side tax due diligence - Calculation of “make whole” payments to mitigate stock vs. asset deal differences - Organize and management of the virtual data room ###### **Buy-Side Transaction Advisory Services** Our experts will take your acquisition across the finish line through an integrated approach that accelerates growth and profitability. - Define acquisition strategy - Target identification and qualification - Facilitate information sharing and prelim assessment - Structure and negotiate transaction - Due diligence - Deal execution and closing - Post acquisition support ###### **Sell-Side Transaction Advisory Services** Experienced advisors will lead the sales process and minimize disruption all while protecting value. We advise on a wide-variety of exit option strategies: - Family transfer - Sell to employees (ESOP) - Sell to a third party - Management buy out (MBO) - Sale to existing partners - Recapitalization/refinance - Orderly liquidation [![Talk To An Expert](https://no-cache.hubspot.com/cta/default/3868932/b9181cb2-7758-4cb9-9f92-949adb96eaa6.png)](https://cta-redirect.hubspot.com/cta/redirect/3868932/b9181cb2-7758-4cb9-9f92-949adb96eaa6)       [![Download Info Sheet](https://no-cache.hubspot.com/cta/default/3868932/96d3ce8d-6f65-4c12-ab7e-205a319da7f2.png)](https://cta-redirect.hubspot.com/cta/redirect/3868932/96d3ce8d-6f65-4c12-ab7e-205a319da7f2) ## Recent Transactions   ![Brighter Electrical and Look Electric logos](https://www.hogantaylor.com/hs-fs/hubfs/Brighter-Look-Web-Thumb.png?width=500&height=250&name=Brighter-Look-Web-Thumb.png) ### Look Electrical Provided buy-side financial due diligence for Brighter Electrical in its investment in Look Electrical. ![Cortado Ventures and Wilder Systems logos](https://www.hogantaylor.com/hs-fs/hubfs/Cortado-Wilder-Web-Thumb.png?width=318&height=159&name=Cortado-Wilder-Web-Thumb.png) ### Wilder Systems Provided buy-side financial due diligence for Cortado Ventures, LP in its investment in Wilder Systems. ![Cortado Ventures and Senslytics logos](https://www.hogantaylor.com/hs-fs/hubfs/Version%202.png?width=318&height=159&name=Version%202.png) ### Senslytics Provided buy-side financial due diligence for Cortado Ventures, LP in its investment in Senslytics. ![Crafton Tull and BF Engineering Logos](https://www.hogantaylor.com/hs-fs/hubfs/Crafton%20Tull%20-%20BF%20Engineering.png?width=318&height=159&name=Crafton%20Tull%20-%20BF%20Engineering.png) ### B & F Engineering Provided buy-side financial due diligence for Crafton Tull in its investment in B & F Engineering. ![NewRoad and Taxa Outdoors Logos](https://www.hogantaylor.com/hs-fs/hubfs/Taxa%20Deal.png?width=318&height=159&name=Taxa%20Deal.png) ### Taxa Outdoors Provided shareholder representative consulting services to New Road Capital Partners in their sale of Taxa Outdoors. ![Head Country BBQ and Old World Logos](https://www.hogantaylor.com/hs-fs/hubfs/Head%20Country%20Deal-1.png?width=318&height=159&name=Head%20Country%20Deal-1.png) ### Head Country BBQ Provided sell-side transaction consulting and support to Head Country in their sale to Old World Spices. ![Cortado Ventures and Sway Logos](https://www.hogantaylor.com/hs-fs/hubfs/Cortado-Sway.png?width=318&height=159&name=Cortado-Sway.png) ### Sway Provided sell-side transaction consulting and support to Cortado Ventures, LP in their sale to Sway. ![NewRoad and PICKUP Logos](https://www.hogantaylor.com/hs-fs/hubfs/PICKUP%20Deal.png?width=318&height=159&name=PICKUP%20Deal.png) ### PICKUP Provided buy-side financial due diligence for New Road Capital Partners in its investment in PICKUP. ![NewRoad and Quinn logos](https://www.hogantaylor.com/hs-fs/hubfs/Quinn%20Deal.png?width=318&height=159&name=Quinn%20Deal.png) ### Quinn Provided buy-side financial due diligence for New Road Capital Partners in its investment in Quinn. ![Allergy Labs and ALK logos](https://www.hogantaylor.com/hs-fs/hubfs/Allergy%20Labs-ALK.png?width=318&height=159&name=Allergy%20Labs-ALK.png) ### Allergy Laboratories Provided sell-side consulting and transaction support for Allergy Laboratories during its sale to ALK, Inc. ![Cortado Ventures and Drov Logos](https://www.hogantaylor.com/hs-fs/hubfs/Cortado-Drov.png?width=318&height=159&name=Cortado-Drov.png) ### Drōv Technologies Provided buy-side financial due diligence for Cortado Ventures, LP in its investment in Drov, Inc. ## "It’s essential to have good advisors by your side." > “For owners who are buying or selling a business, it’s essential to have good advisors by your side. The Transaction Advisory Team at HoganTaylor has the expertise and sophistication you need for all financial issues, tax issues, technology, and processes involved on the buy-side or the sell-side.” > > **— Aaron Ackerman, CPA, CGMA** > >      Lead Transaction Advisory Services Partner **[Bio & Contact Info](https://www.hogantaylor.com/aaron-ackerman?hsLang=en)** ![Aaron Ackerman](https://www.hogantaylor.com/hs-fs/hubfs/Aaron%20Ackerman.jpg?width=453&height=503&name=Aaron%20Ackerman.jpg)   ![HT-Gold Angle Float Right](https://www.hogantaylor.com/hubfs/HT-Gold%20Angle%20Float%20Right.png) ### Meet the Transaction Advisory Team     [![Aaron 450x500 recolored](https://www.hogantaylor.com/hs-fs/hubfs/Aaron%20450x500%20recolored.jpg?height=500&length=500&name=Aaron%20450x500%20recolored.jpg) Aaron Ackerman, CPA, CGMA Lead Transaction Advisory Partner ](https://www.hogantaylor.com/aaron-ackerman?hsLang=en) [![Robert Wagner - 450 x 500](https://www.hogantaylor.com/hs-fs/hubfs/Robert%20Wagner%20-%20450%20x%20500.jpg?height=500&length=500&name=Robert%20Wagner%20-%20450%20x%20500.jpg) Robert Wagner, CPA Advisory Partner ](https://www.hogantaylor.com/robert-wagner?hsLang=en) [![Clay Glasgow - 450 x 500-1](https://www.hogantaylor.com/hs-fs/hubfs/Clay%20Glasgow%20-%20450%20x%20500-1.jpg?height=500&length=500&name=Clay%20Glasgow%20-%20450%20x%20500-1.jpg) Clay Glasgow, CPA, ABV, CFF, CFE Advisory Partner ](https://www.hogantaylor.com/clay-glasgow?hsLang=en) [![Cathy Reid - 450 x 500 (2)](https://www.hogantaylor.com/hs-fs/hubfs/Cathy%20Reid%20-%20450%20x%20500%20(2).jpg?height=500&length=500&name=Cathy%20Reid%20-%20450%20x%20500%20(2).jpg) Cathy Reid, CPA Tax Partner ](https://www.hogantaylor.com/cathy-reid?hsLang=en) [![Megan Rooney 450 x 500](https://www.hogantaylor.com/hs-fs/hubfs/Megan%20Rooney%20450%20x%20500.jpg?height=500&length=500&name=Megan%20Rooney%20450%20x%20500.jpg) Megan Rooney, CMA, CPA, CGMA Advisory Partner ](https://www.hogantaylor.com/megan-rooney?hsLang=en) [![Tammy Williams - 450 x 500-1](https://www.hogantaylor.com/hs-fs/hubfs/Tammy%20Williams%20-%20450%20x%20500-1.jpg?height=500&length=500&name=Tammy%20Williams%20-%20450%20x%20500-1.jpg) Tammy Williams, CPA Advisory Partner ](https://www.hogantaylor.com/tammy-williams?hsLang=en) [![Glenn Vestrat - 450 x 500](https://www.hogantaylor.com/hs-fs/hubfs/Glenn%20Vestrat%20-%20450%20x%20500.jpg?height=500&length=500&name=Glenn%20Vestrat%20-%20450%20x%20500.jpg) Glenn D. Vestrat, CVA Advisory Senior Manager ](https://www.hogantaylor.com/glenn-vestrat?hsLang=en) ## **Let’s work together. ** ## ![1](https://www.hogantaylor.com/hs-fs/hubfs/1.png?width=205&name=1.png) ###### ** ****Talk to a HoganTaylor Expert** Have a conversation with our experienced advisors. We listen, get to know you, your company, and your goals. ## ![2](https://www.hogantaylor.com/hs-fs/hubfs/2.png?width=201&name=2.png) ###### ** We Take Your Business to Heart** We find out what’s important to you and make it important to us. Our team creates a customized plan and together we refine it to ensure success. ## ![3](https://www.hogantaylor.com/hs-fs/hubfs/3.png?width=181&name=3.png) ###### ** Move Forward with Confidence** Now, you can rely on expert advisors who help you solve your biggest challenges. [![Talk To An Expert](https://no-cache.hubspot.com/cta/default/3868932/b9181cb2-7758-4cb9-9f92-949adb96eaa6.png)](https://cta-redirect.hubspot.com/cta/redirect/3868932/b9181cb2-7758-4cb9-9f92-949adb96eaa6) ### Introducing “55 Questions to Ask Before You Sell Your Business” “55 Questions,” a new book by Transaction Advisory Partner Robert Wagner, is the roadmap to understanding value-driving principles that make businesses better today and help maximize the value of a business when it is sold. [![Buy Now](https://no-cache.hubspot.com/cta/default/3868932/f3baea20-5831-486d-9387-441fc3efc5c7.png)](https://cta-redirect.hubspot.com/cta/redirect/3868932/f3baea20-5831-486d-9387-441fc3efc5c7) [![Learn More About the Book](https://no-cache.hubspot.com/cta/default/3868932/cde8f608-68fc-4597-a32a-b9f36008f9de.png)](https://cta-redirect.hubspot.com/cta/redirect/3868932/cde8f608-68fc-4597-a32a-b9f36008f9de) ![55 Questions](https://www.hogantaylor.com/hubfs/55%20Questions%20Web%20Integration%20image.jpg) ## Transaction Advisory Thought Leadership HoganTaylor's Transaction Advisory team  is committed to keeping you informed with the latest information so you can continue making important strategic decisions.   Filter by Category All [ Determining Buy and Sell-Side Liquidity in Transactions Gain expert insights on determining buy and sell-side liquidity in privateequity transactions. Empower your decisions with HoganTaylor's transaction advisoryproficiency. ](https://blog.hogantaylor.com/thought-leadership/determining-buy-and-sell-side-liquidity-in-transactions?hsLang=en) [ Mitigating Risk in M&A Discover how to minimize risks during mergers and acquisitions with proventransaction advisory services. Learn from the experts at HoganTaylor. ](https://blog.hogantaylor.com/thought-leadership/mitigating-risk-in-ma?hsLang=en) [ Section 280G: Everything You Need to Know About Golden Parachute Payments. Learn all there is about Section 280G and golden parachute payments with the comprehensive guide we created with our expertise and experience. ](https://blog.hogantaylor.com/thought-leadership/section-280g-everything-you-need-to-know-about-golden-parachute-payments?hsLang=en) ## Move forward with confidence **Talk to an expert** Ready to focus on what’s most important? Delegate the human resources services you need to stay in command of your business.