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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…

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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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Case Study: Delivering Merger Integration Advisory Services for a Public University Merger

Executive Summary The merger of two public universities required the seamless integration of financial operations, technology platforms, compliance obligations and governance structures with the added pressures of ensuring there were no disruptions for students, faculty, staff and vendors. Withum’s Not-for-Profit and Education Services Team was engaged to provide merger integration advisory services, helping leadership navigate…

Case Studies
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States Scrutinizing Aircraft Sales and Lease Transactions

Aircraft Transactions Face a Fragmented State Tax Landscape State sales and use tax treatment of aircraft transactions continues to evolve, creating a complex and increasingly fragmented landscape for taxpayers. An aircraft is uniquely impacted by state tax rules due to its mobility and multi-state use, which can trigger tax obligations across jurisdictions at different points…

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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…

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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….

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