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M&A Advisory / Transaction Services 

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Guidance for the decisions that shape your next chapter. 

Buying, selling, or combining businesses can create significant opportunity, but transactions also introduce financial, tax, accounting, and strategic considerations that can affect value and risk. Tronconi Segarra & Associates provides M&A advisory and transaction services designed to help business owners, executives, private equity, buyers, and sellers understand those considerations and make informed decisions throughout the transaction process.  

Our M&A team includes CPAs and transaction professionals with decades of combined public accounting, industry, and transaction experience. By bringing together financial analysis, tax knowledge, valuation support, and practical transaction guidance, Tronconi Segarra & Associates helps clients identify potential issues, evaluate opportunities, and prepare for the decisions that can influence a successful transaction.  

How We Help:

Our M&A Services include:  

Buy-Side Transaction Advisory

  • Quality of Earnings Analysis: Assess the quality and sustainability of reported earnings, including potential adjustments that may affect normalized earnings and valuation.  
  • Pre-Deal Evaluation: Evaluate a target’s financial position, tax posture, and key risks before significant time and resources are committed.  
  • Financial and Transaction Modeling: Analyze transaction economics and financial assumptions to support pricing and structuring decisions.  
  • Working Capital Analysis: Review historical trends and working capital needs to help establish appropriate targets and reduce the risk of post-closing surprises.  
  • Deal Structuring and Contract Assistance: Evaluate financial and tax considerations that may affect transaction structure and purchase agreement provisions.  
  • Purchase Accounting and Post-Transaction Support: Assist with purchase accounting, opening balance sheet considerations, and applicable post-closing accounting and compliance needs.  
  • Purchase Price Dispute and Valuation Support: Provide financial analysis and valuation support when transaction adjustments or disputes arise.  

Sell-Side M&A Advisory 

  • Exit and Divestiture Planning: Help owners assess readiness, identify issues that may affect value, and prepare the business for a potential sale.  
  • Targeted Auction Process: Guide a structured sales process from preparation and buyer outreach through diligence, negotiations, and closing.  
  • Prospective Buyer and Industry Research: Identify and evaluate potential strategic and private equity buyers based on the objectives of the transaction.  
  • Offering Material Preparation: Prepare financial and business information for prospective buyers and support management presentation preparation.  
  • Data Room and Preemptive Due Diligence: Organize transaction information and identify potential diligence issues before they disrupt the sale process.  
  • Deal Structuring and Negotiation: Provide financial and tax perspective as clients evaluate offers, negotiate terms, and consider transaction structures.  
  • Financial Modeling and Valuation Support: Help owners understand value, compare transaction scenarios, and evaluate the financial implications of potential offers.  

Experience That Adds Value

85+ NPS Weekly Average

Our proprietary client satisfaction research reflects a Net Promoter Score (NPS) weekly average of more than 85 out of 100, demonstrating strong client satisfaction with our service, responsiveness, value, and proactive guidance.* 

155+ Combined Years of National Firm Experience 

Our professionals bring more than 155 combined years of prior experience at large, national CPA firms, bringing that perspective to the guidance we provide clients. 

Why M&A Advisory Matters 

Transaction decisions often need to be made quickly, but their financial consequences can extend well beyond closing. Careful due diligence, financial analysis, tax planning, and transaction preparation can help buyers and sellers identify risks earlier, better understand value, evaluate alternatives, and approach negotiations with stronger information.  

For sellers, preparation can also help surface potential issues before buyers identify them and create a more disciplined path from valuation and pre-diligence through buyer outreach and closing. For buyers, detailed analysis can provide greater visibility into the financial performance, working capital needs, tax considerations, and assumptions underlying a potential acquisition.  

Why Partner With Tronconi Segarra & Associates? 

M&A engagements often cross multiple financial disciplines. Tronconi Segarra & Associates combines transaction experience with access to tax, state and local tax, valuation, accounting, and financial systems expertise, allowing clients to consider the broader implications of a transaction as needs evolve.  

Partners and senior professionals are actively involved in M&A engagements, providing experienced guidance throughout the process. The dedicated M&A team is focused on transaction-related services, helping clients receive responsive support when timelines accelerate and important decisions arise.  

Meet Our M&A Team:

Meet Our Clients:

Case Studies

Connect with our M&A Advisory Team

Let's get started.

Whether you are preparing to sell a business, evaluating an acquisition, responding to buyer interest, or navigating an active transaction, Tronconi Segarra & Associates can provide the financial analysis and transaction guidance designed to help you understand your options, anticipate potential issues, and move forward with greater confidence.