Transaction Advisory Process

Our Transaction Advisory Process:

Enterprise Readiness

We will sit down with you, determine what your business needs to ready it for the transaction, and help you through each step.

Letter of Intent

We will help you prepare a Letter of Intent, making sure you and your business are protected.

Execution

We will be at your side, supporting you through negotiations and adjustments, to help ensure your transaction moves as smoothly as possible to a successful conclusion.

Post-Closing

The work isn’t complete when the transaction closes – we will be there for post-closing integration to help ensure your good work bears fruit.

Rigby Financial Group’s mission and focus is on listening to you, and creating solutions to help you achieve your goals

At Rigby Financial Group, we believe that our expertise in tax, accounting, business consulting and financial planning can provide much more than spreadsheets and tax forms. We focus on YOU, not just your numbers – because we believe that professional services should be tailored to your specific situation, and toward realizing your specific dreams. It’s that simple.

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