Transaction Advisory

Transition Your Value

Navigate complex transactions with confidence.

Navigating a business transaction is no small feat. Whether you’re buying, selling, or preparing for a merger, informed decisions are critical to achieving the best outcome. That’s where we come in. We take the time to listen and understand your goals, identifying preliminary financial, tax and accounting issues and areas of risk that may raise potential concern and tailor our engagements accordingly.   

We then utilize our expertise and analytical ability to extract meaningful information from volumes of financial data and summarize into actionable and relevant transaction related points focusing on operating results, working capital and cash flow. 

Transaction Advisory Solutions

At Sorren, our Transaction Advisory Solutions are designed to help business owners make impactful decisions with confidence. With decades of experience in due diligence, corporate finance, and advisory, we simplify the complexities of every transaction. 

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TRANSACTION ADVISORY OVERVIEW

M&A Advisory

Expert M&A advisory that delivers strategic insight, reduces risk, and drives successful outcomes through a competitive, confidential sale process tailored to protect value and minimize disruption.

Buy-Side & Sell-Side Due Diligence

Detailed due diligence that cuts through the noise – giving you clear answers, fewer surprises, and strong deal decisions. We focus on the Quality of Earnings story, bringing clarity to complexity and helping you spot value others might miss.

Transaction Consulting

End-to-end transaction support to drive value and reduce risk. We assist with data rooms, working capital, financial modeling, carve-outs, and advisory for buyers and sellers—helping you navigate deals with confidence, clarity, and strategic insight.

M&A Tax Solutions

Tax outcomes can significantly impact a transaction. We help you navigate the tax complexities of mergers and acquisitions to uncover opportunities, mitigate risk, and capture timely benefits that can drive substantial savings.

Ready for the next step?

Let us connect you with one of our partners to start a conversation, the first step in uncovering what matters most to you.