Transaction Advisory Services
CRI’s Transaction Advisory Services team takes financial diligence thinking outside the box.
The Transaction Advisory Services team at CRI truly believes that no deal is the same as another. We scale the scope of our services appropriately based on your and your business’ “hot buttons.” By remaining adaptable, we can be flexible in many components of our service offerings and, in turn, on fee structure. Our team’s hands-on approach means that we are present for every transaction stage, including Pre-LOI (letter of intent), during LOI, post-closing, and integration work. When sound judgment, steady guidance, and experience are critical, you can trust CRI’s Transaction Advisory Services team to meet you wherever you do business.
- Pre-LOI desktop diligence;
- Buy-side and sell-side “full book” diligence;
- Working with legal advisory on reviewing the purchase agreement;
- Working capital peg, true-up calculations and working capital disputes;
- Implementing reporting processes and requirements for the new management team; and
- Opening balance sheet calculations
Unlocking the Value of Your Business, Part I: Pre-Sale Considerations
Take a deep dive into the intricacies of priming your business for sale and discover strategies to elevate its value to potential buyers in this two-part webinar series from CRI and members of the CRI Family of Companies.REGISTER
2023 Year-End Tax Planning
CRI’s Year-End Tax Planning webinars provide valuable insights for taxpayers and businesses as they navigate the complexities, obstacles, and tax policy changes that the 2023 tax year brings to the table.VIEW RECORDING
Spring Cleaning Now Improves Business Performance All Year
As the spring season arrives, it presents an ideal opportunity for small business owners to prepare for filing their tax returns and adopt a proactive approach towards year-round business accounting.LEARN MORE
Unlocking the Value of Your Business, Part II: Post-Sale Considerations
Secure your spot for both sessions in this two-part series to help gain perspective on each side of the transaction process!REGISTER
Financial Institutions - Year-End Accounting and Risk Management Update
Join CRI’s financial services team for an in-depth discussion surrounding the accounting and risk management developments impacting financial institutions today.VIEW RECORDING
Learn more about where CRI professionals are speaking and sharing their expertise "Around Town."LEARN MORE
The Importance of Conducting a Valuation of Your Small Business
Whether you plan to pass it on to the next generation or sell it to the highest bidder, a thorough valuation might be in order. Learn about the types of valuations and how they vary.LEARN MORE
It Figures S3:E7 – The Transaction Timeline: The 5 Stages of Selling Your Business
Tune in as CRI Capital Advisors’ Partners discuss the five stages of selling a business for maximum value. Listeners will learn everything from the discovery of premarket company value to the due diligence and closing processes.LISTEN NOW
25 Years of Client-Service, Respect & Integrity
CRI celebrates 25 years of consistent growth since our formation and development into a Top 25 CPA firm nationally.LEARN MORE
The Global Internal Audit Standards Are Coming: Is Organization Ready?
The Internal Standards for the Professional Practice of Auditing and the IPPF are undergoing a significant transformation; clarity and change are needed in the face of unprecedented challenges.LEARN MORE
CRI & Xero
The Xero accounting platform takes you beyond bookkeeping by making your data accessible anytime, anywhere, on any device, giving you a cloud-based collaboration that provides relevant information for making real-time decisions to propel your business forward.LEARN MORE
GASB & FASB Lease Compliance Tool
Our easy to use, cloud-based software caters to those business professionals looking for a hassle-free and cost-effective lease compliance experience.MORE INFO
Transaction Advisory Services Insights
The Roadmap to a Successful Sale: Understanding the Phases of Selling...
After the Transaction: Look Here to Unlock Value in Post-Merger Integration
It Figures Podcast: S4:E11 – Labor Market Changes and Effects
Inflation Is Redefining Private Equity’s Perception of Value
It Figures Podcast: S3:E7 – The Transaction Timeline: The 5 Stages...
How Has COVID-19 Affected Business Valuations?
How to Maximize Business Sale and Successfully Exit
- January 11
- January 17
- January 31