Transaction & Technical Advisory

Leadership Support

The ABIP team has the experience to provide technical support when transactions occur which may require technical assistance. We can work with other professionals involved in a transaction to provide select support in a specific segment of an engagement or provide a layer of independence if your primary advisor is conflicted.

Comprehensive Opportunity Evaluation

Every potential buyer or seller needs to evaluate a transaction from every aspect. They need to understand their value, measure risk, identify timelines and be prepared to intelligently negotiate. For most buyers or sellers, it might be the first time they have been involved in an acquisition, merger or sale. We serve as your fiduciary, acting in your best interest.

Technical Advisory:

  • Technical Memos
  • Financial Reporting
  • SEC Reporting & Registration Statements
  • SEC Preclearance & Comment Letters
  • Pro Forma Disclosure
  • Purchase Price Allocation
  • Financial Disclosure
  • Outsourced CAO Services
  • Fresh-start Accounting
  • Financial Restatement
  • New Accounting Standard Implementation
  • Tax Provision & ASC 740 Disclosures

Transactional Advisory:

  • Initial Deal Discussions
  • Transaction Management
  • Financial Due Diligence
  • Quality of Earnings
  • Quality of Working Capital
  • Working Capital Settlements
  • Post Transaction Integration
  • Risk & Financial Assessment
  • Accounting & Operating Impact
  • Sell-Side Due Diligence
  • Reserve, Accrual & Contingency Analysis
  • Offering Memoranda & Financial Data Materials
  • Outsourced Corporate Development Services

General Advisory Services:

  • Financial Statement Carve-out & Compilation
  • Interim CFO Services
  • Financial Modeling & Forecasting
  • Audit Readiness
  • Bank & Private Equity Reporting
  • Financial Forecasts
  • Operational & Back Office Analysis
  • Management Reporting
  • Key Performance Indicators (KPI) Analysis
  • Policy & Procedure Development
  • Process Improvement
  • Cash Flow Reporting & Analysis

Value Enhancement

We explain the pros and cons of each opportunity. Every deal has risk, options and eventually decisions buyers or sellers have to make. We will help you understand those variables and provide our opinion on the best path for you to pursue.

Begin a Critical Conversation

Call us to understand how we operate and let us see how we can help you with your needs. ABIP can be reached at (713) 954-2002 or

Meet Our Transaction & Technical Advisory Team