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Transaction Advisory Services

Contact Us Insights
Since 1974 Withum professionals have been working with small and middle-market companies advising them on tax and accounting matters, as well as, all manner of special projects. Over the years we’ve shared in the thrills and pains of growing alongside our clients. This is one of the many reasons we are so well-positioned to advise the middle market M&A buyers, sellers and lenders.
Today, our professionals take their service even further, specializing in specific industries and becoming true experts and thought leaders in their respective industries and services. Our Firm’s deep ties to the middle market and our professionals’ passion for client service and industry-leading knowledge come together in your deal team to put you in a position of strength.
Financial Due Diligence
Tax Due Diligence
IT Solutions

Our Approach

Consumer PreferencesExperience Matters
Our transaction advisory team is comprised of only partners and managers dedicated to providing high-quality advisory services based on years of experience and honed expertise.



E-commerceSpecialized Skills Add Value
Our transaction team has years of deal experience with access to over 1,200 Withum professionals having expertise in a variety of industries and specializations to bring added value to your engagement.

government regulationsPersonalized Service Achieve Results
Every transaction is unique, which is why we work with you to customize the scope of work for each engagement working with the deal team through open, real-time communication.

Economic ShiftsProfessional Practical Support to Reach Goals
Our number one goal is to identify and communicate risks and then provide practical advice to address these risks allowing deals to close and companies to thrive.

InventoryDeal Pacing
We understand that deals develop at a fast pace. Our professionals are drive, responsive and quick to react to new developments and questions.



We’ll Still Be Here After the Deal

With a deal comes the need for purchase price allocations, bulk sale tax filings, wealth management, acquisition accounting, portfolio company audits, tax compliance, systems integrations and so much more and we are here to see you through.

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