Home > Services > Transaction Advisory

Decosimo Advisory Services Has Strong 2011 Decosimo Advisory Services provides businesses and attorneys with the highest level of services in several practice areas, including business valuation, litigation support, transaction advisory, healthcare advisory and investment banking. We are proud of our record of service and humbled by the trust the business community continues to place with us. We appreciate your support in 2011, and we wish you a successful 2012. Business Valuation and Litigation Support Team Decosimo Advisory Services is one of the leading valuation firms in the South. During 2011 we testified in multiple federal and state courts, including US Tax Court, on issues such as business valuation in divorce, breach of contract damages, lost profits damages, the valuation of minority interests in closely held companies, forensic accounting, and wrongful death litigation. We provided business valuations to help owners transition control and to plan their estates, to facilitate transactions among shareholders, and to meet regulatory requirements. We provided impairment testing and purchase price allocation services to help our clients meet the requirements of the new intangible asset accounting rules. We provided professional leadership by providing training to other valuation professionals, speaking at industry conferences, serving on committees of national business valuation organizations, and publishing technical articles. Mike Costello Tom Decosimo Shannon Farr Sharon Hamrick Brent McDade   Healthcare Advisory Services Team Our Healthcare Group experienced significant growth during 2011. We served as the exclusive due diligence consultants for rapidly expanding healthcare chains with national footprints. We served as expert witnesses, provided litigation support and calculated economic damages in hospital and physician group lawsuits. We served as valuation consultants in joint ventures, mergers and acquisitions, and provider litigation. We supported our assurance group and other accounting firms with fair value opinions, such as purchase price allocations and impairment analysis, while assisting with the continued expansion of our HUD assurance and compliance services. We provided physician practice management, billing and coding services, compensation arrangement assistance, and facilitated acquisition and integration initiatives with hospital executives and physicians. Our Healthcare Group serves hospitals, long-term care facilities, medical equipment providers, imaging centers, occupational clinics, and a variety of physician groups. Our healthcare clients vary by healthcare sector, size and complexity, including clients with multi-state locations and revenues ranging from $1 million to $2 billion. Ken Conner David Cranford Shannon Farr Cole Powell McRae Sharpe Rick Stooksbury Transaction Services Team Our Transaction Services group performed a record number of buy-side due diligence and post acquisition integration engagements for transactions with values from $1 million to the hundreds of millions. Our clients included private equity groups, individual investors, strategic buyers and venture capital firms. Acquisition targets were located in Alaska, California, Connecticut, Florida, Minnesota, New Jersey, Tennessee, Texas, and Washington. Our clients operated in the manufacturing, wholesale, healthcare, distribution, medical equipment, and financial services industries. Robert Belcher Brad East Marshall Harvey James Jackson Cole Powell   Investment Banking Team Our broker/dealer affiliate, Decosimo Corporate Finance, LLC, assisted clients desiring to raise debt and equity financing. We assisted in the monetization of a projected $190 million cash flow stream and provided sell-side advisory on a regional chain of proprietary weight-loss clinics. We are leaders in middle-market investment banking, having assisted in the acquisition and financing of 5 Major League Baseball teams and over 100 Coca Cola bottling companies. Paul Cheney Mike Costello Tom Decosimo Andrew Gardner Frank Lamanna Brent McDade

Announcements

Article: National Economic Conditions - 2nd Quarter 2012

Quoted: Business Transitions Bring Challenges - Nooga.com

Article: Financial Accounting Standards Board Statement 141(R): Business Combinations’ Impact on Debt and Employment Agreements

Decosimo Provides Leadership for Mastering Due Diligence for Alternative Investments Seminar

Article: Avoid Costly Surprises By Doing Your Due Diligence

Published: Have You Considered Your Practice's Curb Appeal for Potential Hospital Acquisition? - MD News, Knoxville May 2012

Article: National Economic Conditions - 4th Quarter 2011

Article: National Economic Conditions - 1st Quarter 2012

Published: Strategic Transition Planning: A Unique Team Approach to Exit Planning - Chattanooga Magazine, June/July 2012

Article: To Have and to Hold: Considering Goodwill in Professional Practice Valuations for Marital Dissolutions

Article: 10 Things You Don't Want to Learn the Hard Way About Your Buy-Sell Agreement - Memphis Lawyer, July/August 2008

Article: Fairness Opinions - A Historical Perspective

Costello Educates Business Advisors on Helping Clients Buy or Sell Small-to-Medium Sized Businesses

Article: Outsourced Corporate Development Gives Entrepreneurs Big Company Capabilities

Article: The Role of the Business Appraiser in Step Zero Goodwill Impairment Testing

Case Study: Structuring Debt Financing

PowerPoint: Helping Your Client Buy or Sell a Small-To-Medium Sized Business - Mike Costello

Article: Financial Accounting Standards Board Statement 141(R): Business Combinations’ Impact on Debt and Employment Agreements

Article: Three Phases of Selling a Business

Article: Case Study - Transitioning a Business to Management

Shannon Farr Earns Certified in Financial Forensics Credential

Decosimo Provides Leadership at Due Diligence Conference for Institutional Investors

Article: National Economic Conditions - 4th Quarter 2010

Article: Middle-Market Private Equity Activity Outlook 2011

Article: Building Value in Government Contracting Businesses

Article: Preferred Stock as a Capital Source

Case Study: Woods Memorial Hospital

Article: Five Things You Need to Know About Contingent Consideration

Article: Built-In Gains - Advantageous Tax Opportunity Available for Asset Sales Completed by 2011 Year End

Article: Step Zero - New Qualitative Assessment Allowed for Assessing Goodwill

Case Study: Maximizing Value for a Business Transition Begins with a Plan

Article: New Accounting Rules for Business Combinations

Article: Consumer Finance Cash Flow and Financing

Article: Transition Tax Planning Can Help Save Millions

PowerPoint: Strategic Transition Planning - Applying Proven Techniques - Bob Wheat

Decosimo Names Patrick Terry Principal in Atlanta Office

Decosimo Corporate Finance Expands Sell-Side Advisory Reach with Affiliates in MI, NY and TX

Article: Minimizing Working Capital Disputes in Healthcare Deals

Article: National Economic Conditions - 2nd Quarter 2012

Quoted: Business Transitions Bring Challenges - Nooga.com

Article: Financial Accounting Standards Board Statement 141(R): Business Combinations’ Impact on Debt and Employment Agreements

Decosimo Provides Leadership for Mastering Due Diligence for Alternative Investments Seminar

Article: Avoid Costly Surprises By Doing Your Due Diligence

Published: Have You Considered Your Practice's Curb Appeal for Potential Hospital Acquisition? - MD News, Knoxville May 2012

Article: National Economic Conditions - 4th Quarter 2011

Article: National Economic Conditions - 1st Quarter 2012

Published: Strategic Transition Planning: A Unique Team Approach to Exit Planning - Chattanooga Magazine, June/July 2012

Article: To Have and to Hold: Considering Goodwill in Professional Practice Valuations for Marital Dissolutions

Article: 10 Things You Don't Want to Learn the Hard Way About Your Buy-Sell Agreement - Memphis Lawyer, July/August 2008

Article: Fairness Opinions - A Historical Perspective

Costello Educates Business Advisors on Helping Clients Buy or Sell Small-to-Medium Sized Businesses

Article: Outsourced Corporate Development Gives Entrepreneurs Big Company Capabilities

Article: The Role of the Business Appraiser in Step Zero Goodwill Impairment Testing

Case Study: Structuring Debt Financing

PowerPoint: Helping Your Client Buy or Sell a Small-To-Medium Sized Business - Mike Costello

Article: Financial Accounting Standards Board Statement 141(R): Business Combinations’ Impact on Debt and Employment Agreements

Article: Three Phases of Selling a Business

Article: Case Study - Transitioning a Business to Management

Shannon Farr Earns Certified in Financial Forensics Credential

Decosimo Provides Leadership at Due Diligence Conference for Institutional Investors

Article: National Economic Conditions - 4th Quarter 2010

Article: Middle-Market Private Equity Activity Outlook 2011

Article: Building Value in Government Contracting Businesses

Article: Preferred Stock as a Capital Source

Case Study: Woods Memorial Hospital

Article: Five Things You Need to Know About Contingent Consideration

Article: Built-In Gains - Advantageous Tax Opportunity Available for Asset Sales Completed by 2011 Year End

Article: Step Zero - New Qualitative Assessment Allowed for Assessing Goodwill

Case Study: Maximizing Value for a Business Transition Begins with a Plan

Article: New Accounting Rules for Business Combinations

Article: Consumer Finance Cash Flow and Financing

Decosimo Advisory Services Has Strong 2011

Article: Transition Tax Planning Can Help Save Millions

Article: Minimizing Working Capital Disputes in Healthcare Deals

Decosimo Corporate Finance Expands Sell-Side Advisory Reach with Affiliates in MI, NY and TX

Decosimo Names Patrick Terry Principal in Atlanta Office

PowerPoint: Strategic Transition Planning - Applying Proven Techniques - Bob Wheat

Decosimo is an independently owned and operated member firm of both the Moore Stephens North America (MSNA) association of member firms and the Moore Stephens International Limited (MSIL) network of member firms.  Neither MSNA nor MSIL provide services to clients.  Decosimo is a separate and distinct legal entity, subject to the laws and professional regulations of the jurisdictions in which it operates, and is not authorized to obligate or bind MSNA, MSIL, or any other member firm of MSNA or MSIL.  Decosimo is liable only for its own acts or omissions and not those of any other person or entity including MSNA, MSIL and other member firms of MSNA and MSIL.