Maximizing Value Throughout the Transaction Lifecycle

In today’s ever-shifting financial landscape, efficient preparation and a quick ramp-up are critical to increase value in the sell side or buy side process. Designing the optimal deal requires a thorough understanding of market dynamics and key issues that affect various industries. Balancing transaction objectives with accounting, tax, regulatory, HR, and commercial considerations is crucial to ensure that the acquisition is the right fit for the right price for the buyer or seller. 

The BWK Difference

Our integrated team of financial, tax, and strategy professionals with “Big 4” and large firm backgrounds that bring national and global experience to advise clients at every stage of the transaction lifecycle. We work across multiple disciplines and services with both financial (private equity, family office, or sponsor) and strategic (corporate) stakeholders to help navigate the complexities of buy-side and sell-side transactions. 

We approach each deal with knowledge, discipline, and an unwavering commitment to maximize value for our clients within their defined risk profile. Unlike most CPA firms, we have fully dedicated mergers and acquisitions (M&A) experts with extensive experience in:

  • Acquisitions 
  • Divestitures 
  • Recapitalizations 
  • Mergers 
  • Joint ventures
  • Carve-outs (with/without audits)
  • Tax structuring and planning
  • Post-closing services including net working capital (NWC) true-ups, earn-outs, and disputes
  • HR integration and optimization
  • Restructurings
  • Sourcing

Our Transaction Advisory Services professionals provide support throughout the transaction lifecycle by identifying key value drivers while addressing deal issues to capitalize on the right opportunity for our clients.

Transaction Advisory Services Include:

We provide guidance for financial, accounting, tax, HR, and commercial considerations for both buy side and sell side clients.

Our experts offer the potential buyer or seller a normalized, pro forma view of the target company’s operations.

We perform a thorough analysis to facilitate negotiations for the transaction and purchase agreement including quality of earnings, net working capital (NWC), net debt and debt-like items, and tax structuring.

Our experts have deep industry experience across a variety of industries. No matter the type or size of transaction, our advisory professionals help navigate the challenging aspects of a transaction that encompass deal issues specifically related to financial, accounting, tax, HR, and commercial issues or concerns.

Contact us today for more information or to speak with a Transaction Advisory Services professional.

Accounting Firm Acquisitions

We understand the value of creating a stable succession plan when it’s time to sell your accounting firm.


What our clients are saying

Barton, Walter & Krier, LLC delivers the highest quality professional services, with a superior level of client attention. They are reliable, accessible and responsive to our needs.

Dave Gonyea, President of Gonyea Homes & Remodeling
Manufacturing Industry
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The staff at Barton, Walter & Krier, LLC have served us for many years. They have helped us guide our business through the many challenges that small businesses encounter. They know our business inside and out and serve as a great sounding board.

Kent Eveland, President of Scamp Trailers
Manufacturing Industry
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BWK has provided Milestone Systems Inc. the same capabilities as the big firms would, while simultaneously providing a high tough, "Big fish in a small pond" type of feel, that we just wouldn't get from those same Big Name firms."

Michael Kohler, President Milestone Systems, Inc.
Manufacturing Industry
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Similar to our machine shop, Barton, Walter and Krier, LLC delivers high quality services that we can count on. We receive their full attention from experienced CPAs who have the ability to think outside the box.

Frank Pichelman, President of Ardel Engineering & Manufacturing, Inc.
Manufacturing Industry
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Personalized attention and innovative, value-added solutions


Our knowledgeable team of CPAs and tax professionals builds lasting relationships with clients. We’re dedicated to your growth and long-term financial success.


We take a holistic approach to managing your account, looking at the “bigger picture” to identify opportunities and challenges relevant to your success and tailor our services accordingly.


Schedule a FREE Consultation for your business today!