Transaction Services
Conflict-free by structure. Defensible by design.
A number is only worth what it survives.
Due diligence, transaction planning, Quality of Earnings, and valuation run as one workstream. No handoffs between advisors, no duplicate document requests, no waiting on a third party to reconcile the numbers. Conflict-free by structure and built to hold up for a buyer, the IRS, or a court.
Practice Leader
Paul Hays, CPA
Credentials
CPA · former-EY
Best Fit
Owners approaching a transaction
Engagement
Project engagement
What’s Included
Six Services, One Team
01
Business valuation
Defensible value for sale, gift and estate, ESOP, or dispute, documented to survive challenge.
02
Quality of Earnings
What the earnings actually are once the adjustments are tested rather than asserted.
03
Due diligence
Buy-side and sell-side diligence run as one workstream with the valuation.
04
Transaction planning
The sequence and structure of the deal, modelled before terms are agreed.
05
ESOP and succession
Ownership transitions valued and structured for the people staying, not just the one leaving.
06
Litigation support
Expert work and testimony where a number has to hold up under cross-examination.
How we work
One Workstream, Not Four Vendors
Intake
One Request List
A single document request covering valuation, diligence, and tax at once.
Analysis
Shared Workpapers
One set of numbers behind every deliverable, reconciled once.
Findings
Straight Answer
What the number is, what moves it, and where it is vulnerable.
Defense
Standing Behind It
The person who signed the report is the person who defends it.
Who You’ll Work With
“We have no audit relationship to protect and no deal fee to chase. That is what makes the number defensible.”
Paul Hays, CPA
CPA · former-EY
Paul leads Transaction Services at 1Source, advising owners on valuation, Quality of Earnings, and diligence in a practice built to be conflict-free by structure.
Signals
Conflict-free
By Structure
No audit relationship to protect, no success fee riding on the outcome.
One
Request List
Diligence, valuation, and tax working from the same documents.
PhD · CFA · ABV
Credentialed
Work that has held up in front of buyers, the IRS, and the courts.
Works Alongside
The Rest of the Platform
Next Step
Bring us the thing that isn’t simple.
One conversation with the practice leader, not a sales team. Tell us what the number is for and we will tell you what it takes to defend it.
