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Menu
  • Home
  • Services
    • Audit & Attest
      • Financial Statement Audits
      • Employee Benefit Plans
      • Attestation Engagements
      • Compilations & Review
      • SOC
      • Agreed-Upon Procedures
    • Advisory
      • Transaction Advisory Services
      • Cybersecurity, Technology Risk, Privacy
      • High Net Worth Services
      • Forensic Services
      • Litigation Services
      • Management Consulting
      • Technology Services
      • Valuation Services
    • Business & Tax
      • Corporate Income Tax
      • Individual Income Tax
      • International Tax
      • State and Local Tax Compliance and Tax Minimization Services
      • Tax Planning
    • T&C Family Office Group
  • Industries
    • Car Wash
    • Construction & Real Estate
    • Government
    • Healthcare
    • Manufacturing & Distribution
    • Nonprofit Organizations
    • Privately-held Companies
    • Professional Services
    • Technology
  • Firm
    • Overview
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      • PracticePro 365
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CONTACT US

Transaction Services

In a landscape of constant change and shifting priorities and markets, making sure you have the lifecycle of the deal buttoned up is all but essential.

Our relationship with you guides you through the process starting with a planning process, followed by services surrounding the deal itself, then we work to ensure value optimization.

1
Planning
Process

Due Diligence
Operational Diligence
Integration

2
Sale or Purchase
Services

Integration Plan and Execution
Management
Assessment
Operational Reviews

3
Post-Transaction
Value Optimization

Operational Optimization/Process Improvement
Organizational Alignment

Transactions and deals move quickly, we realize that and work efficiently to try to help you capitalize on the opportunity.
Let's Talk!

Steven P. Leone

CPA, CVA

Managing Tax Partner

  • sleone@templetonco.com
  • (954) 333-0001
View more

Contact Us

WEST PALM BEACH
Esperante Building
222 Lakeview Avenue
Suite 1200
West Palm Beach, FL 33401
(561) 798-9988
Fax: (561) 798-4053

FORT LAUDERDALE
The Main
201 East Las Olas Boulevard
Suite 1650
Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719

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  • Overview
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  • Templeton Group
Menu
  • Overview
  • Our People
  • Our Community
  • Templeton Group
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  • Experienced
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  • Benefits
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