More than transaction advisory.

Thumbnail_TASCRR offers transaction advisory services (TAS)  for business owners selling, merging or acquiring a business. As a strategic sale-side advisor, we prepare companies for a sale and guide our clients through the entire sale process, focusing on your specific objectives throughout every stage of the transaction to ensure a successful deal while minimizing risk and maximizing value.

Beyond the sale, we offer strategic consulting services to help you increase the value of your business through better data, strategic decision making, and proven results.

The Calculated Exit

The Calculated Exit is a quarterly M&A update presented by our Transaction Advisory Services group. Here you will find observations and opinions related to M&A activity as seen through the lens of a boutique transaction advisory group.

Click the button to subscribe and get The Calculated Exit delivered quarterly to your inbox!


The Calculated Exit | Winter 2021-2022 Edition
The Calculated Exit | Fall 2021 Edition
The Calculated Exit | Summer 2021 Edition

Final Winter 2022 ThumbnailThumbnail_fall21Thumbnail

Recently Published Articles

"The Calculated Exit" | On Balance | March 2022

"The Calculated Exit" | The Sum News | January 2022

"Return to Office" | The Sum News | November 2021



David J. Richards, CPA, MST
Managing Partner & TAS Team Leader
Bio | Email