Rodefer Moss has launched Rodefer Moss Transaction Advisors, a dedicated service line designed to provide business owners with expert sell-side advisory and a comprehensive suite of M&A-related solutions. This strategic expansion addresses the growing need for local, personalized advisory services amid a demographic shift and significant wealth transfer among aging business owners.
Rodefer Moss Transaction Advisors leverages the firm’s decades-long expertise in M&A, offering services including:
- Business valuation reports and calculations
- Quality-of-earnings (QoE) reports
- Financial physical (business wellness) assessments
- Tax compliance and strategic tax advisory
Our team of CPAs and credentialed professionals has a proven track record of delivering the in-depth financial analysis essential for successful business transactions.
“Expanding our services through Rodefer Moss Transaction Advisors enables us to guide our clients through every stage of selling their business,” said Rickey Luttrell, Executive Director of Advisory Services. “Having supported clients throughout the business lifecycle, we are uniquely positioned to help them navigate these pivotal transitions with confidence.”
To further enhance our offerings, Rodefer Moss Transaction Advisors has affiliated with DCF, LLC, member FINRA/SIPC. Since 2009, DCF and its national network have facilitated more than $2.7 billion in business transactions, utilizing a platform of independent CPAs, sell-side advisors, and investment bankers.
Rodefer Moss Transaction Advisors delivers support across four critical phases:
- Pre-Market Preparation
- Go-to-Market Strategy
- Due Diligence
- Closing
Our team comprises seasoned professionals with exceptional industry reputations, ensuring clients receive trusted guidance at every step.
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