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Transaction Services


Mergers and acquisitions provide an exciting opportunity for companies to expand. Each transaction, however, is unique and requires detailed analysis and planning.

The Transaction Services team provides due diligence, while partnering with Berntson Porter Corporate Advisory to provide clients with investment banking, strategic advisory, and corporate finance services. Together, we provide a coordinated, hands-on approach to help buyers throughout the transaction and ensure the best possible outcome.

Transactions are complex; let the experts at Berntson Porter help you identify and evaluate your opportunities for growth, improved market share and strategic alignment.

To learn more about Berntson Porter’s Transaction Services, click here to download our informational PDF.

  • Quality of earnings (QofE), revenue and net assets reporting
  • Value and risk analysis
  • Working capital trends and seasonality analysis
  • Accounting systems review, including internal controls
  • Financial and tax due-diligence
  • Forecasting analysis
  • Deal structuring assistance, including transaction terms and closing consulting
  • Purchase price negotiation and settlement process
  • Post – acquisition support

New Name, Same People and Service You’ve Known for Years.

Berntson Porter is excited to announce that we are now part of CBIZ & MHM (Mayer Hoffman McCann P.C.). Together, CBIZ & MHM are one of the nation’s Top Ten accounting providers, and Berntson Porter is honored to be joining them. We are pleased to be able to offer the same people and the same service you’ve known for years under a new name: CBIZ Berntson Porter. Please click here for more information.