One relationship. Every stage. From first revenue to exit.
Domestic & International Tax Advisory, Transaction Advisory, and CFO Advisory — delivered as one coordinated relationship.
Domestic & International
Distribution · diversification · gifting
QoE · structuring · proceeds modeling
Tax diligence · deal structure · integration
Embedded senior finance leadership
Cadence · dashboards · forecast
Personal · business · trust preparation
Income, sales, and all other tax
Your deal outcome is set 12–18 months before you meet a buyer. By the time buyers are in your data room, leverage has already shifted — unless you built it to stay with you.
Not because their CPA isn't competent — but because compliance-focused advisory doesn't ask the right questions.
We review your full tax position — entity, personal, and trust — and build a plan, not a checklist.
Embedded inside your broader NJA relationship — tax, transactions, and financial leadership working as one team.
Unlike a typical fractional engagement, our CFO advisory is embedded in your broader NJA relationship — tax, transactions, and financial leadership working as one team.
Common questions from founders and operators evaluating Domestic & International Tax Advisory, Transaction Advisory, and CFO Advisory engagements.
Mid-Market Transaction Advisory Services is the structuring, diligence, and post-close work that determines how much of an enterprise sale price the seller actually keeps — and what the buyer's effective acquisition cost looks like after-tax. We work on transactions in the $5M to $250M revenue range across sell-side, buy-side, recapitalization, and ESOP structures, in coordination with corporate counsel, investment bankers, and the company's existing finance team.
The highest-leverage engagements begin 12 to 24 months before a contemplated transaction — early enough to choose entity form, complete QSBS holding periods, complete §1202 stacking, structure secondary sales, restructure equity grants, and clean up working capital and historical positions. Engaging at the LOI stage is still valuable but the structuring window is largely closed.
Yes. Our fractional CFO engagements are senior-led — typically a partner with prior CFO or controller experience inside an operating mid-market business — and they cover financial close discipline, board reporting, FP&A, capital structure, and bank/lender management. We do not place junior staff in fractional CFO seats.
On sell-side we prepare the company tax-wise for diligence, identify and remediate exposure (sales tax nexus, employment classification, R&D credit substantiation, owner-comp benchmarking), structure the seller's after-tax outcome, and negotiate tax provisions in the purchase agreement. On buy-side we run tax diligence, model post-close effective rates, and design the integration so day-one tax surprises do not erode the thesis.
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