Transaction Advisory

When You’re Ready to Buy a Business or Sell A Business

How will you turn your existing business into capital that you can invest, either in your retirement or in the next business opportunity? Transaction strategy is all about planning for that event and executing that plan.

Successful execution of transaction strategy lies in balancing the goals and expectations of both parties, and taxation is a key part of those expectations. JAG  bridges the gap between the buyer and the seller, making sure the deal gets done in the most tax-efficient way for all parties.

When our clients bring us in at the outset of a transaction—even before a potential buyer presents a letter of intent—we can determine the actual net income of the business so the buyer understands the true value of the business and the seller doesn’t leave money on the table. When it comes time to negotiate terms, our in-depth knowledge of state tax and business law means we can help you sidestep potential negative tax consequences after the deal.

Our experienced tax advisors provide support in the following areas:

  • Valuation of business assets
  • Negotiating terms
  • Evaluating options for structuring financing
  • Creating buy-sell agreements and letters of intent

Driving Value Through Creative Solutions

Achieving a successful transaction that results in maximum value for both the buyer and seller requires diligence and creativity. We work with buyers and sellers to provide options and ultimately reach a solution that satisfies the needs of all parties.

Our Difference

Tax Planning

Assuming your CPA that prepares your taxes is also doing your tax planning is a big mistake. The majority of CPAs that prepare taxes do not do tax planning. We’ve invested thousands of hours and dollars in tax planning training and materials from experts across the country. Because of this, we’ve generated thousands of dollars of savings for our clients. See our tax planning training with actual case studies here

CFO Services

When it comes to CFO services, our objective is not playing around with numbers, it’s to effect real change and financial results. By increasing financial awareness, setting goals, and providing actionable information, we’re able to help management and ownership effect real results and business outcomes.

Commercial & Non-Profit Audits

As your business grows, securing financing becomes an issue at some point. Whether it’s non-profit compliance or commercial financing, audited, reviewed, or compiled financial statements becomes a need. Our firm specializes in these services with a proven track record of delivery and customer satisfaction.

Other Industries We Serve

We serve a variety of different industries. Are you ready to find out how we can serve you?










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