Transaction Advisory

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705 Granada Blvd South Jacksonville, FL 32207

Email

jim@tilbrookcpa.com
Call For Inquiry
(904) 477-3369

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    Transaction advisory team evaluating corporate deal structures and financial due diligence reports
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    Transaction Advisory Services in Jacksonville

    Buying, selling, or restructuring a business is one of the biggest decisions you will make. Tilbrook CPA provides transaction advisory services in Jacksonville that reduce risk and help you weigh every opportunity before you sign. We serve Jacksonville, Ponte Vedra, St. Augustine, and Fernandina Beach. Call (904) 477-3369 for reliable transaction consulting today.

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    Strategic M&A Advisory From a Former CFO

    Jim Tilbrook has led complex corporate restructurings and multi-state financial operations as a Controller and CFO, with work across the US, Europe, South America, India, and China. That experience helps you weigh factors others may miss. We combine careful analysis, practical financial models, and close communication with you and your attorney, banker, or broker. As a strategic M&A advisory CPA firm, we help you understand the financial, tax, and operating effects of each option. You move forward with confidence, because there are no surprises you cannot handle. Contact us to learn how we can help.

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    Simplify Complex Business Transactions

    Large transactions involve many moving parts, tight deadlines, and a lot of money. Without a clear process, value is easily lost in the confusion. Our advisors bring structure to the deal, so you can make sound decisions on your own timeline. We start with financial due diligence. We test reported earnings through a quality of earnings review, analyze working capital, and look for hidden liabilities such as unpaid taxes, unrecorded debt, or heavy reliance on a few customers. Then we show you how the deal structure affects taxes. An asset sale and a stock sale, for example, can produce very different results for buyer and seller. Going into a major transaction uninformed exposes you to risks that can follow you for years. With an experienced advisor, you spot problems early, negotiate from strength, and protect your investment. Get in touch today to set up a consultation.

    Senior transaction CPA reviewing target company earnings quality and balance sheet disclosures
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    Our Transaction Advisory Services

    An outside perspective helps you enter every deal in the best position. That is where we come in. Our services include:

    • Buy-side and sell-side financial due diligence
    • Quality of earnings and working capital analysis
    • Business valuation analysis
    • Mergers and acquisitions support
    • Debt and equity financing review
    • Divestitures and spin-offs
    • Post-acquisition integration of accounting systems
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    Business Advisors You Can Trust

    Major transactions can make or break a company, so they should never be taken lightly. We do our due diligence thoroughly. We help you build on your strengths, fix weak spots in your deal strategy, and understand how each decision affects the long-term value of your business. Planning to sell in the next few years? We also help owners prepare early by cleaning up financial records, documenting add-backs, and improving the numbers buyers and business valuation professionals care about most.

    Contact Us Now for Trusted Transaction Advisory

    When a deal is large or complex, it pays to have a professional on your side from first offer to closing. We help you identify, evaluate, and carry out sound growth strategies. Call (904) 477-3369 or email jim@tilbrookcpa.com to set up a confidential consultation.

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    Tax specialist analyzing state and local corporate tax allocation metrics on digital dashboard
    Business executive and CPA evaluating corporate tax deduction schedules and credit calculations
    What is transaction advisory?

    Financial and tax support for buying, selling, merging, or financing a business, including due diligence, valuation analysis, and deal structuring.

    An analysis that tests whether a company's reported earnings are accurate and sustainable, adjusting for one-time items and owner expenses. Buyers and lenders rely on it.

    Buyers often prefer asset sales for tax and liability reasons, while sellers often prefer stock sales. The right choice depends on your entity type and goals, so we model both.

    As early as possible, ideally before you sign a letter of intent. Early review protects your price and terms.

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