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Case Studies: The Buy-Side and Sell-Side of Transaction Advisory

Consumer Products Sell Side Quality of Earnings – Online Retailer/ Wholesaler The Client Wholesale distributor and direct to consumer online retailer of home goods with $32m in annual revenues valued at $85m. The Client’s Need The Company’s founder decided to seek equity investors for a capital infusion to recapitalize and fund the future growth of…

Case Study
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Withum Brings on Steve Brady as Partner and Practice Leader to Expand Transaction Advisory

Share Withum is proud to welcome Steve Brady, CPA, to the Transaction Advisory practice as Partner and Practice Leader. Specializing in buy-side and sell-side due diligence, merger integration and other advisory services for mergers and acquisitions, debt offerings, carve-outs and other transactions, Steve advises clients to realize value from middle-market transactions across multiple sectors. “Steve…

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Beyond Transactions: How HubSpot Powers Customer Lifecycle Management That Lasts

For companies in manufacturing, distribution and logistics, making a single sale is no longer enough. Customer loyalty and repeat business are now the foundation of long-term growth. But building lasting relationships requires more than great products. It takes coordinated communication, consistent service and personalized engagement at every stage of the customer journey. That’s where customer…

Article
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Managing High Transaction Volumes in E-Commerce Accounting

E-commerce businesses often face high transaction volumes across multiple platforms, which presents significant challenges for reconciliation and bookkeeping. The variety of sales channels, such as branded websites, Amazon, Etsy and social media shops, creates complexity that demands robust e-commerce accounting software to help manage. One major pain point for e-commerce businesses is disparate data sources….

Article
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The Strategic Edge: Why a Sell-Side Quality of Earnings (QoE) Report Is Essential in M&A Transactions

For business owners, selling a company is more than a transaction – it’s often the culmination of years, if not decades, of dedication and hard work. Yet, many sellers enter the market unprepared for the level of financial scrutiny demanded by today’s sophisticated buyers. In the current M&A environment, especially among private equity and institutional…

Article
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The Benefits of Financial Due Diligence in M&A Transactions for Multi-Unit Franchise Operators

Mergers and acquisitions (M&A) involving multi-unit franchise operations requires a meticulous approach to ensure a successful transaction. Potential buyers will need to understand all facets of the business on an overall and individual location basis. Financial due diligence (FDD) is a critical component of this process, offering numerous benefits that can significantly impact the outcome….

Article

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