Transaction Advisory Services
Thinking about selling your business? We help owners navigate every financial aspect of a transaction —so you close with confidence and keep more of what you've built.
The deal of your lifetime deserves expert guidance.
Selling a business is likely the largest financial transaction you will ever make. The numbers have to be right, the structure has to be smart, and you need someone in your corner who has been through it before.
Sheehan's Transaction Advisory Services team brings CPA-level rigor to every phase of your deal — from early valuation through post-close integration — helping you maximize value, minimize surprises, and cross the finish line on your terms.
Our Services
Why work with Sheehan on your deal?
Most business owners go through a transaction once in their lifetime. Our team has been through hundreds. We bring the financial expertise, objectivity, and advocacy that owner-operators need when the stakes are at their highest.
We work for you — not the buyer. Our sole focus is protecting your interests and maximizing your outcome. We have no relationship with the other side of the table.
CPA-level financial rigor. We go beyond surface-level analysis. Our due diligence work is built to hold up under the most intensive buyer scrutiny.
Right-sized for middle-market deals. We specialize in transactions under $50M — the deal size where owner-operators need real expertise but often can't access Big 4 advisory teams.
Tax strategy built into every deal. Our advisors consider the tax implications of every structural decision —because a great headline number can look very different after taxes.
Under $5M
Lower Market
Founder-led businesses preparing for a first sale, management buyout, or ownership transition.
$5M–$50M
Middle Market
Established businesses attracting private equity, strategic buyers, or family office interest.
John W. Hermus
CPA, MBA · PARTNER — TRANSACTION ADVISORY SERVICES
John leads Sheehan's Transaction Advisory Services practice with a focus on helping small business owners gain control of their finances. With deep expertise in accounting technology, financial reporting, and strategic advisory, John works as a true partner to the businesses he serves — not just their accountant.
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William Huether
CPA, MBA · PARTNER — TRANSACTION ADVISORY SERVICES
William brings deep expertise in financial due diligence, business valuation, and deal structuring to owner-operators navigating the sale of their business. He has advised on transactions across a wide range of industries in the lower and middle market — helping sellers understand their true value, prepare their financials, and close with confidence.
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