TRANSACTION ADVISORY SERVICES

Financial and Tax Due Diligence Services

Trusted Transaction Advisory for Buyers and Sellers

Pease Bell provides comprehensive financial and tax due diligence services for businesses navigating mergers, acquisitions, and ownership transitions. Whether you are buying a company, selling your business, or preparing for investment, our CPA-led advisory team delivers clarity, insight, and strategic guidance.

Quality of Earnings Analysis

Our financial advisory team performs in-depth Quality of Earnings (QoE) analysis to provide a clear, holistic view of a company’s true financial performance. We go beyond reported numbers to identify:

Our goal is to uncover true value drivers while identifying risks that could impact valuation, negotiations, or deal structure.

Comprehensive Tax Due Diligence

Our tax professionals evaluate federal, state, and local tax exposure and assess transaction structuring opportunities to help minimize risk and maximize value. We analyze:

Buying or selling a company is one of the most significant financial decisions you will make. Pease Bell ensures you move forward with confidence, backed by data-driven insight and strategic tax planning.

Industries We Serve

Pease Bell provides financial and tax due diligence services across a broad range of industries within the middle-market, including: 

Our experience across multiple industries allows us to understand sector-specific risks, operational drivers, and valuation factors.

Full-Service CPA Firm with Nationwide Reach

Pease Bell is a full-service CPA firm serving an expanding nationwide client base. In addition to transaction advisory and due diligence services, we provide:

Our reputation as a trusted advisor has been built on exceptional client support, technical expertise, and a commitment to long-term relationships across the United States.