Transaction Advisory Services

Making Transactions Seamless

With our experience, transparent communication and hands-on partner involvement, we are uniquely positioned to advise clients considering an acquisition or divestiture, and ultimately to deliver better outcomes.

Early Involvement

As you consider a transaction, we take the time to understand your goals while proactively identifying critical issues and key risk factors.

On Your Side

We’re more than advisors — we’re trusted partners helping you navigate complexity from pre- to post-deal.

Value Drivers

We help you meet your goals and achieve better results by providing strategic advisory throughout the entire lifecycle of the transaction.

Making More Possible

Close deals with confidence. Whether you need due diligence for an acquisition or insights on a potential divestiture, our team gives you the insights you need to make informed decisions and achieve better outcomes.

Pre-Deal Strategy and Assessment

Stay confident at every stage of a potential acquisition or divestiture with our proactive approach. We offer modeling and projection services to analyze your financial outlook, and our expertise in tax and transaction structuring, along with letter of intent advising, gives you a strategic advantage.

Acquisition Target Evaluation

We thoroughly evaluate potential acquisition targets by analyzing historical financial statements, assessing the quality of earnings (QoE) and net assets, and conducting in-depth assessments of risks and controls. Our comprehensive services, covering tax compliance and transitional risk assessments, give you the clarity you need to make informed decisions about your acquisition targets.

Deal Structure and Execution

We help you navigate deals with confidence and precision by structuring and negotiating favorable terms. When transactions move towards execution, we review purchase agreements to ensure the terms align with your unique goals. As a trusted partner, we analyze purchase price adjustments and settlements and offer our expertise in the transition and integration planning phase to seamlessly execute the deal structure.

Post-Transaction Integration

Our commitment doesn’t end after a deal closes. We position you for long-term success by assisting with purchase price settlement and allocation to ensure disputes are resolved, and financial reporting and taxes are correct. Our team works alongside yours to provide purchase accounting assistance, opening balance sheet validation and other transition assistance to maintain accurate and compliant financial statements.

News & Insights

Blog
Working Capital Whiplash: How to Avoid a Price Cut at the Closing Table
Blog
The 2025 Outlook for Middle Market M&A
Video
Expert Insights: Partner Christopher D. Fagan on Selling a Business
Blog
Four Tax Planning Strategies to Maximize the Value of Selling Your Business
Read All Transaction Advisory Services

What Our Clients Say

“Moore Colson’s guidance, perspectives and responsiveness have been invaluable.”

Jennifer D., Chief Audit Executive
Distribution Industry

The Moore Colson Transaction Advisory Services Team

Get to know the experts ready to uncover new opportunities for your business. This team is built to help with a broad range of industry services across the entire transaction life cycle.

Image of Christopher D. Fagan

Christopher D. Fagan

Partner
Image of Jason Birmingham

Jason Birmingham

Partner

Connect with our Transaction Advisory Services Experts

It’s time to up your expectations. Get in touch today to see how Moore Colson can help.

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FAQs

What services does Moore Colson offer?

From compliance-related accounting work to tailored business advisory, we offer a comprehensive range of services so we can be the true partner your business needs. Our insights will give you the confidence you need to implement sustainable growth opportunities across tax and assurance compliance, to risk or transaction advisory.

What industries does Moore Colson serve?

We are experts in a variety of industries, serving clients in construction, real estate, manufacturing, healthcare, transportation, hospitality and more.

How is Moore Colson different from other firms?

We lead with a client-centered approach, offering personalized expertise that leads to long-term relationships. Our non-book-of-business model provides access to our entire team, so clients are always paired with the right experts to address their needs.

What types of clients does Moore Colson work with?

We serve a diverse client base, including mid-market businesses, Fortune 500 companies and high-net-worth individuals across many industries.

How does Moore Colson stay up-to-date with changing tax laws and regulations?

We pride ourselves on our forward-thinking approach. Our team of professionals actively monitors changes to implement innovative solutions across all of the industries we serve. We also maintain active memberships in professional associations and networks, such as PrimeGlobal, to stay current on industry trends.

Where is Moore Colson based?

We’ve had roots in Atlanta since 1981, where we started as a small business and have since grown into one of the largest independent firms in the United States. Now, we serve clients across Georgia and the rest of the country. In 2019, we launched Magnolia Trust Company in Chattanooga, Tennessee.

How experienced is Moore Colson?

Greg Colson and Jack Moore established Moore Colson in 1981 with a vision — to redefine accounting excellence. Today, we have a host of experienced partners and over 200 employees dedicated to serving our clients. We’re also recognized at regional and national levels, ranking in the Top 20 Atlanta Accounting Firms list by the Atlanta Business Chronicle and being named one of the Best of the Best Top 50 CPA Firms in America by IPA.