Business transactions

Sometimes your strategy dictates complex
financial transactions. We can help.

Turn to business transaction specialists who can help

Keeping a business in good financial shape from day to day is challenging enough. When your strategic goals expand to include more complex transactions, such as a management buyout, family business transfer, or selling to an employee stock ownership plan, it may be time to turn to a business transaction specialist.

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Our process & people

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A tailored process for you

AGH's business transaction team can help you assess the needs of your organization, and develop a tailored plan to help your financial team. While no two situations are alike, we will leverage our experience to ensure your specific needs are addressed.

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Broad range of experience

Our practice involves advising on ownership transitions, including management-led buy-outs, transfers of ownership to the next family generation, sales of business operations to third parties, sales to employee stock ownership plans, and other exit strategies. In addition, we will also provide buy-side advice to those who are actively acquiring businesses or seeking financing for organic growth.

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Specialized expertise

The broad array of expertise required for major transitions in your business can be daunting unless you have a team that includes specialists in those areas. AGH provides experienced professionals covering tax, finance, valuation and other expertise, along with access to specialized market data. It's a complex process best handled by experienced professionals with access to a range of tax, finance, valuation and other expertise, as well as specialized databases of market data.

Services overview

Learn more about our business transaction services below:

Merger and acquisition (M&A) specialists at AGH serve as a one-stop resource for business owners seeking to buy, sell, merge, divest or transition their business smoothly and professionally, while maximizing its potential value. AGH works to increase value from the transaction and will be involved from beginning to end. Learn more about our M&A advisory service.
Business valuation is often described as both art and science. It combines both quantitative and qualitative information-gathering and analysis to reach a value for a business entity. AGH will analyze financial and operational data, as well as intangible items such as the organizational chart or board of directors minutes. This data, combined with market data, will create a more complete view of your business' valuation. See how our business valuation service can help your business.
Experienced AGH review team members are available to delve into specific aspects of a target company's business during a due diligence phase, providing objective, third-party expertise and information to assess a prospective acquisition's fit with a buyer's goals and organization. The due diligence report may be used as a way to further refine price or terms of the purchase or simply as a decision-making tool to help the buyer transition the acquisition's ownership and/or management. Either way, the buyer will have a clearer picture of the organization under the microscope after a thorough due diligence review. Learn more about our due diligence service.

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Meet the team

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Daniel White organizational development services

Daniel White

Vice President
Org. Development & Family Business Services

Aron Dunn audit services

Aron Dunn

Senior Vice President
Assurance Services

Cathy Mitchell business valuation services

Cathy Mitchell, ABV

Senior Vice President
Business Valuation Services

Eric Thummel tax services

Eric Thummel

Senior Vice President
Tax Services