Transaction Advisory & Business Event Readiness
Whether you are buying, selling, raising capital, or preparing for any major business event, our transaction advisory services ensure your business is operating at its absolute best before the transaction happens.
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Whether you are looking to buy, sell, raise capital, or engage in any other major business event, our transaction advisory services ensure your business, or the target business, is operating at its absolute best. This way you can secure the maximum multiple or desirable terms to fuel long-term growth.
GreenGrowth CPAs' team of accounting and financial experts provides highly specialized financial expertise and strict adherence to regulatory requirements to help secure a successful outcome. For CPA firm owners specifically considering an exit, see our succession planning services.
Our team offers scalable finance and accounting solutions to support events like a go-public event, M&A transactions, a restructuring or carve-out, an audit, or due diligence review.
Accounting Standard Implementation
If you are planning to go public, expand overseas, or engage in an M&A deal, your accounting systems may need an upgrade. Our team can help you attain GAAP, IFRS, or other accounting standards required for your business event.
Due Diligence
Financial due diligence support for buyers and sellers, providing independent verification of financial performance, liabilities, accounting practices, and risk factors before a transaction closes.
Audit Preparation
Pre-audit preparation and financial cleanup, organizing documentation, reconciling accounts, and ensuring your financial records are audit-ready before an independent auditor arrives.
Pro Forma Financial Statements
Preparation of pro forma financial statements for capital raises, business combinations, and investor presentations, showing projected financial performance under a proposed transaction or business scenario.
Transactions and Business Combinations
Accounting and financial advisory support for M&A transactions, restructurings, carve-outs, and business combinations, including purchase price allocation, goodwill analysis, and post-transaction integration.
Quality of Earnings Reports
Independent quality of earnings analysis for buyers, sellers, and investors, evaluating the sustainability and accuracy of reported earnings and identifying adjustments that affect transaction value.
Planning an M&A, IPO, or capital raise?
Book a confidential call with our transaction advisory team to talk through readiness, due diligence, and quality of earnings.
Financial Expertise When It Matters Most
Major business events, an IPO, a sale, a capital raise, or a merger, are high-stakes moments where the quality of your financial preparation directly affects the outcome. GreenGrowth CPAs provides the specialized transaction advisory expertise and regulatory adherence to help you enter every transaction in the strongest possible position.
Our transaction advisory services are built around your specific transaction, not a generic checklist. We identify gaps, clean up financials, implement the right accounting standards, and prepare the documentation that gives buyers, investors, and auditors confidence in your numbers.
Business Events We Support
IPO & Going Public
Financial statement preparation, accounting standard implementation, and audit-ready documentation for companies preparing to go public in the US or Canada.
M&A Transactions
Buy-side and sell-side financial advisory, due diligence, quality of earnings analysis, and purchase price accounting for mergers and acquisitions.
Capital Raises
Pro forma financial statements, investor-ready reporting, and financial documentation support for debt or equity capital raises at any stage.
Restructuring & Carve-Outs
Financial separation, reporting restructuring, and accounting support for businesses undergoing operational restructuring or divisional carve-out transactions.
Due Diligence Reviews
Independent financial due diligence for buyers evaluating an acquisition, verifying financial performance, identifying risks, and providing an objective assessment of the target business.
International Expansion
Accounting standard implementation, IFRS compliance, and financial reporting support for businesses expanding operations into international markets.
Need quality of earnings or due diligence support?
Talk with our transaction advisory team about scope, timing, and what to address before the deal moves forward.
Transaction Advisory FAQs
What is transaction advisory and why does it matter?
Transaction advisory refers to the financial, accounting, and reporting preparation and support required before, during, and after a major transaction such as a sale, IPO, capital raise, or M&A deal. The quality of this work directly affects the outcome: better-prepared businesses achieve higher valuations, close deals faster, and avoid last-minute surprises that derail transactions or reduce proceeds.
What is a quality of earnings report?
A quality of earnings (QoE) report is an independent analysis of a company's financial performance evaluating whether reported earnings are sustainable, accurate, and representative of true business economics. Buyers use QoE reports to validate acquisition targets, and sellers use them to demonstrate financial credibility and support their valuation. GreenGrowth CPAs prepares QoE reports for both buy-side and sell-side engagements.
When should I engage GreenGrowth CPAs for transaction advisory?
As early as possible. For an IPO or major M&A transaction, engaging 12 to 18 months before the expected event gives enough time to implement accounting standards, clean up financials, prepare historical audits, and address any issues that could affect the transaction. For smaller transactions, 3 to 6 months of preparation is typically sufficient. Earlier engagement consistently produces better outcomes.
Does GreenGrowth CPAs handle both buy-side and sell-side transactions?
Yes. GreenGrowth CPAs provides financial advisory and due diligence support for both buyers and sellers in M&A transactions. For sellers, we help prepare financials, quality of earnings documentation, and transaction-ready reporting. For buyers, we conduct independent due diligence to verify the financial performance of acquisition targets and identify risks before closing.
What is purchase price allocation and when is it needed?
Purchase price allocation (PPA) is the process of allocating the total purchase price in an acquisition to the acquired assets and liabilities at their fair values, with any excess recorded as goodwill. PPA is required under both US GAAP (ASC 805) and IFRS (IFRS 3) for business combinations. It affects financial statements, tax reporting, and future amortization or impairment testing.
What is the difference between GAAP and IFRS for transactions?
US GAAP and IFRS differ in several areas relevant to transactions, including revenue recognition (ASC 606 vs IFRS 15, mostly converged), business combinations (ASC 805 vs IFRS 3), inventory valuation, lease accounting, impairment testing, and intangibles. Companies expanding internationally, listing on foreign exchanges, or being acquired by foreign buyers may need to convert financials between standards. GreenGrowth CPAs handles both.
Preparing for a Major Business Event?
GreenGrowth CPAs helps businesses prepare financially for IPOs, M&A transactions, capital raises, and other major events, with the specialized transaction advisory expertise to maximize your outcome.
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