Experienced Guidance For Complex Business Transactions
712 Transaction Services provides buy-side and sell-side financial diligence, transaction consulting, and working capital expertise for business owners, private equity firms, corporate buyers, and transaction professionals.
Expert Deal Advice
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500+ Transactions
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Over 25 Years of Deal Experience
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Expert Deal Advice | 500+ Transactions | Over 25 Years of Deal Experience |
Built for Business Owners, Investors, & acquirers
While 712 works extensively with private equity firms, investment bankers, and corporate buyers, the practice was intentionally built to help business owners navigate complex transactions with experienced financial guidance.
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We help business owners maximize valuation, identify deal drivers and work to a successful close with confidence, knowing you have left nothing on the table.
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A tailored scope and customized deliverable results in cost-effective fees for your client. Leverage 25+ years’ experience – over 100 sell-side assignments – on your next deal
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Independent financial diligence support for lower middle-market transactions, delivered with responsiveness, technical precision, and senior-level expertise.
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Buy- and Sell-side transaction support services customized to your deal needs. Close with confidence and no surprises. Expert Closing Date NWC assistance.
Experience MattersTransaction advisory is a business where repetition drives expertise. After more than 500 transactions across numerous industries and deal structures, there are very few scenarios we have not encountered.
That experience helps clients move through important financial decisions with greater clarity and confidence.
-Brad Ross
Services We Provide
Sell-Side Financial Due Diligence
Preparation and financial analysis designed to improve transaction readiness, support valuation, and accelerate the closing process.
Service 02Buy-Side Financial Due Diligence
Detailed financial diligence procedures to assess earnings quality, operational trends, working capital, and transaction risk before closing.
Service 03Closing Date Net Working Capital Advisory
Calculation, negotiation, and dispute assistance related to Closing Date Net Working Capital adjustments and post-close settlements.
Service 04General Transaction Consulting
Experienced guidance throughout acquisitions, divestitures, and complex business transactions.
Service 05Purchase Agreement Consultation
Financial consultation related to Purchase and Sale Agreement provisions, helping attorneys and clients address key financial terms with greater clarity.
Understanding Business Value
Most business transactions ultimately revolve around one question:
“What is my business worth?”
In many cases, value is determined by calculating recurring EBITDA and applying an industry-specific valuation multiple.
Revenue
EBITDA
Valuation Multiple
Enterprise Value
A business generating $20 million in annual revenue and $3 million in EBITDA, with an industry multiple of 5x to 6x, may have an implied transaction value between $15 million and $18 million.
Why Use a Professional Transaction Services Firm?
Many business owners already work with accounting firms for monthly closes and tax preparation. However, transaction advisory requires a specialized process, technical expertise, and experienced judgment developed through repetition.
The deal world revolves around process and technical detail.
Our Process
Understand the Situation
We begin with a confidential conversation about your goals, transaction circumstances, timeline, and the level of support needed.
Collect the Right Materials
Financial records and supporting documentation are gathered through a focused, non-invasive process designed to minimize disruption.
Evaluate the Details
Detailed diligence procedures assess earnings, expenses, operational trends, working capital, and balance sheet accounts.
Clarify Risks and Opportunities
Findings are organized into clear reporting that supports decision-making, lender conversations, negotiations, and transaction planning.
Support Through Closing
We continue supporting clients through negotiations, closing, and post-close working capital matters when additional guidance is needed.
Financial Diligence & Transaction Advisory
When transactions require expertise beyond financial diligence, 712 helps connect clients with experienced deal professionals who specialize in their respective disciplines.
Legal Diligence
Contract review, legal risk assessment, transaction structure, and Purchase & Sale Agreement support.
Investment Banking
Marketing the opportunity, identifying buyers, managing process, negotiations, and transaction execution.
Tax Structuring
Specialized transaction structuring and tax diligence designed to improve post-close outcomes.
Business Valuation
Formal valuation services when independent valuation opinions or support are required.
Brad Ross began his career as an auditor with Deloitte before building more than 25 years of transaction advisory experience across over 500 buy-side and sell-side diligence engagements.
His experience includes lower middle-market transactions, restructuring and insolvency work during the 2008–2010 mortgage crisis, and international transaction work across Canada, Mexico, Bolivia, Spain, the UK, Japan, and China.
Founded by Brad Ross
INQUIRY
Confidential Conversations Start Here
Whether you are preparing to sell your company, evaluating an acquisition opportunity, or simply trying to understand your options, experienced transaction guidance can make a meaningful difference.
Tell us about your situation.
Share a brief summary, and we'll follow up directly to discuss whether 712 is the right fit for your transaction needs.
Discreet, direct, and confidential.