Transaction Advisory Services

Long and short-term strategic planning focused on Profitability, Growth and Success

Merger and acquisition transactions are among the most complex activities a business can undertake. Herbein + Company, Inc. assists private equity buyers and corporate buyers minimize their risk and maximize their return, while taking a holistic approach to include deal structure, planning, tax, and personal issues.

Increase Your Odds
Clear and defined strategies and goals increase the likelihood of achievement and success. Herbein + Company, Inc. provides assistance, determines strategies and goals and follows through to assist in the fulfillment of the goals of our clients.

Our dedicated team assists clients in all phases of a transaction:

• Buy-side transactions such as assistance in negotiation and post acquisition integration
• Sell-side transactions such as preliminary evaluation and planning and business valuations
• Deal structure and funding sources
• Succession/exit planning
• Business valuation
• Tax planning
• Estate planning
• Due diligence

Confidentiality
Confidentiality is a critical component of any merger or acquisition and any private placement transaction. At Herbein + Company, Inc., we understand the importance of discretion and have built our reputation on providing clients with the privacy and discretion these specific transactions require.