Transaction Advisory Services

With over 25 years of experience in the mergers and acquisitions (M&A) arena, our team of professionals is both knowledgeable and proactive. From due diligence and tax structuring to post-transaction integration, DGC has the technical expertise that sellers, buyers and lenders need.

Specifically, we have significant experience assisting clients with the following:

  • Developing an M&A acquisition strategy
  • Performing due diligence, both financial (“quality of earnings”) and tax
  • Negotiating and structuring the deal
  • Identifying and modeling deal value drivers
  • Capital and debt financing
  • Planning and executing acquisition integration
  • Exploring liquidity strategies
  • Raising capital for growth and/or partial liquidity
  • Carve out (service line) analysis
  • Preparing the company for a transaction
  • Pre-sale due diligence

Mergers & Acquisitions

Whether you’re a seller, buyer, or lender, you need specialized merger and acquisition (M&A) advisory expertise to get the deal done right. 

At DGC, we provide you with a synthesis of high-level business acumen and specialized industry knowledge. Our nimble, proactive approach is informed by your individual needs—and focused on producing customized solutions that work best for you.

Partnering with you, we can provide the technical advice and creative solutions to:

  • Develop an M&A acquisition strategy
  • Perform due diligence, both financial (“quality of earnings”) and tax
  • Negotiate and structure the deal
  • Identify and model deal value drivers
  • Acquire capital and debt financing
  • Plan and execute acquisition integration
  • Explore liquidity strategies
  • Raise capital for growth and/or partial liquidity
  • Prepare your company for a transaction
  • Perform pre-sale due diligence

Due Diligence

When you’re in the midst of an M&A opportunity, you don’t want anything to jeopardize the closing or the deal price. That means you need financial reporting and tax advice from the experts at DGC early in the process.

Our transaction advisory experts provide deep, practical knowledge, driving curiosity, and a true shoulder-to-shoulder collaboration focused on your real needs.  From identifying potential issues to obtaining the maximum after tax net proceeds, we’ll help you get the deal done right.

Services include:

  • Quality of earnings assessment
  • Tax planning
  • Working capital analysis
  • Deferred revenue analysis

Succession Planning

Your business is your life. You’ve done everything you can to make it successful. But have you done the planning necessary to help your business succeed without you? Have you identified a family member or associate as your successor? Have you made plans to merge or sell? Have you created a structure to provide the necessary income for yourself or your family once any transition is completed? 

At DGC, we view succession planning from a forward-looking perspective.  We provide you with broad knowledge, shoulder-to-shoulder collaboration, and a deep expertise. We partner closely with you to get to know your succession goals and objectives and develop creative ideas and comprehensive strategies to meet them.

Services include:


  • Evaluation of Internal vs external transition strategies
  • Strategic planning
  • Assistance with identifying debt and equity solutions for transition liquidity issues
  • Financial forecasting and modeling of transition scenarios
  • Employee Stock Ownership Plans (ESOP)
  • Transaction planning regarding tax structure and maximizing net after tax outcomes.
  • Deferred compensation strategies
  • Valuation advisory


  • Individual and family tax planning
  • Estate and Gift tax strategies and planning


Video: Beth da Silva Discusses ‘The Silver Tsunami’ at TMA Northeast Event
Video: Beth da Silva Discusses ‘The Silver Tsunami’ at TMA Northeast Event 10/11/2018

Beth discussed how businesses can help ensure a successful transition, and how this wave of change will impact Generation X. Read more

Case Study: Transaction Closes on Time Despite Last Minute Change in Terms
Case Study: Transaction Closes on Time Despite Last Minute Change in Terms 12/01/2017

A business owner was moving forward with the sale of the business, and had a letter of intent from the buyer. However, the buyer changed the terms mid-way through the transaction. Read more

DGC Insights - March 2019
DGC Insights - March 2019 03/27/2019

Tax Calendar, Lease Accounting Update, Expat Employees and more can be found in our latest eNewsletter. Read more