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Transaction advisory servicesOverviewBaker Tilly serves as a trusted advisor and long-term business partner to our clients. We provide complete advisory services spanning the transaction life cycle and beyond.As a business progresses through different stages in its life cycle, there are turning points that can significantly increase or decrease shareholder value. Rarely do companies or investors have all the necessary expertise or the capacity to handle transactions such as mergers and acquisitions, significant financings, equity investments, reorganizations, divestitures and liquidity events. Without proper representation, expertise and a clear plan, tremendous value can be lost.Acquisitions are inherently a risky growth strategy. Our professionals have significant experience not only identifying transaction risks, but also validating your investment thesis through analyzing financial performance, synergy opportunities and making determinations about the quality of reported earnings. We also bring an objective viewpoint to transactions where the deal environment can be inherently passionate and momentum driven.PRE-TRANSACTION SUPPORT POST-TRANSACTION SUPPORTDue diligenceDecision support and analysis Integration Purchase agreementFinancial due diligence and quality of earningsWorking capital requirement analysisInterim management assistanceWorking capital/closing date balance sheetTax due diligence and structuringTransaction structuringProject based accounting and financial servicesEarn-out calculation supportIT systems due diligenceFinancial modelingProject managementDispute or claims supportCyber security risk assessmentValuation assistance Systems implementation Purchase price allocation, impairment analysis How we helpOur team has significant hands-on experience in financial operations, transactions, corporate tax and complex valuation matters. We understand the unique issues your business faces, not only as advisors and CPAs, but as former corporate officers and CFOs. We have been on both sides of the table. Our client service approach, regular and responsive attention by engagement partners, directors, and managers to client needs, and our industry and engagement team credentials differentiate us from our competition.We have a passion for seeing you through the critical stages or a transaction. Our team has experience with a wide variety of complex transactions and unique situations, successfully guiding our clients to maximize value and minimize risks.RESOURCES TO MEET YOUR NEEDS6th largest accounting firm in the U.S.IPA ranking$3B+ firm revenue as of June 3, 2025700+ offices across all BTI network firms11,000 professionalsBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. The name Baker Tilly and its associated logo is used under license from Baker Tilly International limited. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. %u00a9 2026 Baker Tilly Advisory Group, LPLet%u2019s connect bakertilly.comBradley Porter | Principal+1 (214) 695 6441bradley.porter@bakertilly.comCary Mailandt | Managing Principal+1 (972) 748 0262cary.mailandt@bakertilly.com