Transaction Advisory Services
PBMares’ Transaction Advisory Services provide comprehensive, data-driven insights to help businesses, individuals, and legal professionals navigate complex financial decisions. Our team of seasoned experts delivers objective valuations, strategic planning, and litigation support to guide you through critical business and personal transitions.
Expertise Across Key Advisory Areas
Corporate, Personal, and Family Law Advisory
- Business Valuation – Accurate, independent assessments of business worth
- Company Value Analysis Report – In-depth evaluation of financial performance and key value drivers
- Forensic Accounting – Investigative financial analysis for legal and regulatory matters
- Quality of Earnings Reporting – Comprehensive assessment of revenue sustainability and risk factors
- Profitability Analysis – Identification of profit drivers and operational efficiencies
- Strategic Planning – Data-backed guidance to align business and financial goals
- Exit Planning – Structuring business transitions for optimal financial outcomes
Financial and Tax Reporting
- Gift and Estate Tax – Valuation for estate planning and wealth transfer
- Goodwill Impairment – Analysis of intangible asset value in financial statements
- Equity Compensation – Valuation of stock-based compensation plans
- Fair Value Measurement – Regulatory-compliant valuation for financial reporting
Valuation Advisory
- Reorganization – Valuation guidance during restructuring and business transformations
- Bankruptcy – Expert analysis to support financial recovery strategies
- Portfolio Valuation – Independent valuation of investment holdings
- Corporate Planning – Strategic insights to drive business growth
- Solvency Opinion – Financial assessment for transaction viability and risk mitigation
Litigation Support
- Shareholder Dispute – Valuation and financial insights for business ownership conflicts
- Business Interruption – Financial impact analysis for claims and disputes
- Divorce – Business and asset valuation for equitable settlements
Why PBMares?
- Deep expertise across diverse industries and financial scenarios
- Fully accredited professionals with years of valuation experience
- Clear, data-backed reporting for confident decision-making
- Comprehensive services tailored to middle-market businesses and individuals
- Proven success in guiding clients through complex financial transitions
Whether you’re preparing for a transaction, resolving a dispute, or planning for the future, PBMares’ Transaction Advisory Services provide the clarity and confidence you need to move forward.
