Transaction Advisory

When You’re Ready to Buy a Business or Sell A Business

How will you turn your existing business into capital that you can invest, either in your retirement or in the next business opportunity? Transaction strategy is all about planning for that event and executing that plan.

Successful execution of transaction strategy lies in balancing the goals and expectations of both parties, and taxation is a key part of those expectations. JAG  bridges the gap between the buyer and the seller, making sure the deal gets done in the most tax-efficient way for all parties.

When our clients bring us in at the outset of a transaction—even before a potential buyer presents a letter of intent—we can determine the actual net income of the business so the buyer understands the true value of the business and the seller doesn’t leave money on the table. When it comes time to negotiate terms, our in-depth knowledge of state tax and business law means we can help you sidestep potential negative tax consequences after the deal.

Our experienced tax advisors provide support in the following areas:

  • Valuation of business assets

  • Negotiating terms

  • Evaluating options for structuring financing

  • Creating buy-sell agreements and letters of intent

Driving Value Through Creative Solutions

Achieving a successful transaction that results in maximum value for both the buyer and seller requires diligence and creativity. We work with buyers and sellers to provide options and ultimately reach a solution that satisfies the needs of all parties.

The JAG Difference

We are passionate, forward-thinking entrepreneurial CPAs who are driven to see our clients succeed. Through the JAG Difference, we offer the right business solutions to help our clients turn their dreams and visions into reality.


Guaranteed Customer Satisfaction

Your satisfaction is our priority. We believe in this so much that we guarantee your satisfaction or you don’t have to pay us. Seriously. The only thing that is required of you is to let us know what the issue was. Continuous improvement is part of our culture and that means learning from our mistakes.

Fixed Price Agreements

When it comes to your relationship with your business adviser, are you buying their time or their results? We think it’s results. For that reason, we have transparent pricing and communicate clear results. This works by having open and honest communications. We will let you know what we can and can’t do. We want to know what is important to you and your business so that we can deliver.

No Surprise Billing

We know we’re the experts and you’ve hired us to delivery top notch results. What this means is that sometimes we find other opportunities or risk areas that need to be addressed that were previously not known. When this happens, we will initiate a “Change Order Request”. Specifically, we’ll let you know what the issue is and the corresponding price to address. No surprise invoices.

Industries We Serve







Real Estate

We serve a variety of different industries. Are you ready for find out how we can serve you?