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VonLehman Launches Transaction Advisory Services Practice


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VonLehman is excited to announce a new service that will be of value to businesses or private equity firms looking to buy or sell their business. Josh Burcham will lead the firm’s new Transaction Advisory Services Group. In leading this practice, Josh will work closely with VonLehman’s Mergers and Acquisitions team, helping potential buyers understand the financial results and operations that dictate a company’s worth. Having previously provided similar services within Big 4 firms, and having served as a CFO and Controller, Josh provides unparalleled value for his clients with his experience on both sides of the transaction. Learn more about Josh here!

Our Transaction Advisory Services practice offers buy-side and sell-side financial due diligence services to assist prospective buyers in gaining an in depth understanding of their potential acquisition target, and prepare sellers for the sale process.  Due Diligence is often delivered in presentation or quantitative form, most commonly referred to as a Quality of Earnings (QofE) report.  As director of Transaction Advisory Services, Josh regularly provides innovative and value driven insights that prepare his clients for successful transactions.

Click here for more information, and a sample of the detailed QofE report, which contains Primary Considerations, the most impactful items and issues to be addressed, a Quality of Earnings analysis, as well as a detailed explanation of trends and issues observed in the balance sheet and income statement accounts.