skip to content

Transaction Services

Uncover opportunities and avoid pitfalls.

Detailed analysis for identifying risks and maximizing your ROI

Mergers & acquisitions (M&A) transactions require proper due diligence to help you understand the drivers of financial performance, protect you from risk, and to negotiate the best possible deal. Thorough research, analysis, and impartial advice enable buyers and sellers to make informed decisions when entering complex deals.

BDO’s Transaction Services team has deep experience understanding and uncovering deal risks and drivers for our clients by conducting financial, tax, IT, HR, operational, commercial, and reputational due diligence on their investment and divestiture decisions. Our team helps bring transparency to the entire transactional process, from negotiation and planning to post-deal value capture.

Whether assisting a buyer analyze a target or helping an entrepreneur evaluate their business for sale, BDO’s Financial Due Diligence professionals deploy a comprehensive and rigorous analysis of details such as quality of earnings, cash flow, working capital, debt and debt-like items, and product profitability. We offer a global and multi-disciplinary perspective on tax issues and can suggest structuring alternatives to help clients maximize their return on investment.

By analyzing and validating a company’s relevant sources of financial value and risk, we can help buyers and sellers make informed decisions and minimize deal risks, ultimately leading to successful outcomes.

We help our clients fully understand any tax exposures and structure their transactions in the most efficient way possible. This is integral to ensuring definitive agreements are appropriately drafted and minimize risk.

We provide independent and comprehensive commercial due diligence to help you gain detailed insights into a target company’s commercial viability, growth potential, risks, and opportunities before committing to an investment.

Technology has a direct impact on the value, risk profile, and effectiveness of mid-market businesses. A detailed analysis of IT systems can help buyers reduce technical debt, align IT and business strategy, reduce the risk of cyber breaches, and increase competitiveness. 

A critical element in successful M&A transactions is knowing who you are doing business with. Knowing the vendors of the business and the people managing it informs the level of trust between buyers and sellers. Our Investigative Due Diligence professionals help clients collect information to assess the character and reputation of the vendors or the management team to give you confidence at the negotiating table.  

Due diligence helps the seller maintain control over the M&A transaction, adding credibility to the deal process and minimizing any potential price deterioration. We can help you enhance deal value backed by robust financial projections, create a comprehensive report on your financial, operational, and tax situation, and uncover and correct potential deal-breakers.

For an acquiring company, recognizing people as a critical contributor to business success is key. Our People Advisory team thinks holistically about the role of people in your business.  Identifying risks such as loss of talent, capability gaps, outstanding liabilities, and misalignment of culture helps businesses better manage the people, culture and leadership issues that can arise during the M&A process.
people working

Featured insights and offerings for Transaction Services

Resources to support your business

Four reasons IT due diligence is critical in mid-market PE investments

Technology has become incredibly complex and has a direct impact on the value, risk, effectiveness, and security of mid-market businesses. That makes IT due diligence critical in PE deals.

Learn more

The importance of tax due diligence when buying a business

When you buy a business, you take on all its debts—even the ones it didn’t disclose. That’s why tax due diligence is so important in business transactions.

Learn more

Would your business be ready for a CRA audit?

Business owners should always be prepared for an audit by the Canada Revenue Agency (CRA). Our comprehensive guide answers key questions about CRA audits and helps ensure your business is ready if selected for an audit.

Learn more

5 reasons why mid-market businesses should care about ESG

When you hear the words ‘sustainability' and 'corporate responsibility,' do you see it as a nice-to-have or a must-have business imperative? Explore key reasons why your business should be thinking about an ESG strategy now.

Learn more

Our Transaction Services team works across a wide range of industries

Some key industries where we have provided thorough analysis and impartial advice include:

Guidance and strategies that help your healthcare business expand, adapt to changing demands, and improve operations in spite of the massive challenges facing your industry.

Applying innovation—including data analytics, machine learning, and robotics—to help your manufacturing business prioritize and tackle the demanding challenges and key concerns.

Supporting the complex governance, risk, and compliance needs of your financial services business so you can focus on your bottom line.

Helping your business meet high consumer expectations and growing demands for convenience while still reducing costs and boosting profit.

Reliable information and guidance to manage evolving regulations, new business models, and emerging technology trends to stay ahead of the curve.

Other services you may be looking for

In today's fast-paced and highly competitive business world, inorganic growth is an important tool in any company's success. We can help turn your growth goals into strategic pathways. With access to global networks and extensive expertise across industries, our M&A team supports mid-market businesses with acquisition strategy development and execution, sale preparation, divestitures, vendor due diligence, and more.

Whether you are pursuing growth, selling the business, or complying with regulatory requirements, a proper business valuation is a critical consideration. Your business needs guidance that comes with deep expertise in business valuations, models, and opinions. BDO's team of Chartered Business Valuators (CBVs) provide exceptional service to the full spectrum of industries, businesses sizes, and valuation complexity, bringing in resources from our global accounting and consulting network when required.

Mergers and acquisitions bring new opportunities that allow your business to evolve, adapt, and grow. But since every business is different, the M&A value creation strategy—from due diligence to integration considerations—must be unique. BDO offers tailored M&A services that match your specific circumstances and context, for both buy-side and sell-side transactions.

Our Tax teams advise clients on complex tax matters in Canada and abroad. Drawing on deep experience, we help clients meet regulatory obligations, reduce tax burdens, and navigate complex regulations around the world.

Our Transaction Services support the stage your business is in

Maximize efficiency and performance of existing systems, processes, and people for greater financial growth.

Perform, assess & optimize

Modernize the way you run and manage your business to be relevant in today’s digital world.

Evolve, automate & transform

Growth strategies designed to match your business model, your goals, and your expectations.

Grow, expand & acquire

This site uses cookies to provide you with a more responsive and personalised service. By using this site you agree to our use of cookies. Please read our privacy statement for more information on the cookies we use and how to delete or block them.

Accept and close