About Us
Transaction Advisory
With decades of experience, we provide critical and timely insights to clients as they consider acquisitions, divestitures and carve-out transactions. Ask us about:
- Financial due diligence;
- Tax due diligence & structuring;
- Networking capital target and settlement support;
- Identification of debt and debt-like items for consideration in the negotiation process; and
- Alignment of due diligence findings with the negotiation of the purchase agreement.
We provide an independent perspective, and our focus is protecting our clients by identifying potential issues and providing reasonable and commercial solutions.
Financial Reporting
Through our experience with hundreds of companies, we quickly assess financial reporting methodology and infrastructure of a business. We use proven finance strategies to design reasonable and consistent methodologies to address individual reporting issues and/or broader financial reporting needs. Our solutions typically include key performance indicators to allow operators the opportunity to make more timely adjustments which improve outcomes. You can count on clear recommendations and impartial guidance based directly on your needs and goals.
Commitment to Service
Every successful engagement starts with an excellent client relationship. Our mission includes exceeding our client’s expectations, which is built on clear and concise communication. Call us today to discuss how we approach the partnership with our clients and strive to provide the best experience possible.
Leadership
Marshall Taylor, CPA, CFA Founder and Managing Director
With more than two decades of transaction-related experience, Mr. Taylor specializes in financial accounting due diligence as well as financial reporting support for both financial and strategic clients. He has extensive experience providing transaction-related support (e.g., quality of earnings, net-working capital, etc.) as well as purchase accounting, SEC reporting, and GAAP accounting support.
Mr. Taylor has experience across a broad range of industries, including healthcare, pharma life sciences, business services, manufacturing, software & information technology, education, consumer products and transportation. His expertise in the healthcare, pharma life sciences industry includes a broad spectrum such as specialty physician practices, hospitals, urgent care, home health, homecare, hospice, value-based care, medical devices, healthcare information technology, pharma services, infusion, labs, outpatient physical therapy, nursing homes, institutional pharmacies, and others.
Prior to the formation of Taylor Financial Resources Group, Mr. Taylor served as a Managing Director and the National Healthcare Leader for Houlihan Lokey's Financial & Valuation Advisory practice. Previously, he was a Managing Director in the Alvarez & Marsal Transaction Advisory Group and was a Senior Manager in the Transaction Advisory Services practice of Ernst & Young LLP. He began his career in the Audit & Business Advisory practice of Arthur Andersen.
Mr. Taylor holds a B.S. in Business Administration and a Master of Accountancy from the University of Tennessee. He is a Certified Public Accountant ("CPA") in Tennessee and also earned the Chartered Financial Analyst ("CFA") designation.
Learn More
We work tirelessly to provide the best information and support for our clients. We leverage our experience and knowledge of the market to discuss trends and share insights wherever possible. We would welcome the opportunity to speak with you about your objectives and look for ways we can be helpful.