Transactional Advisory
Welcome to Citrus Group Global
At Citrus Group Global, we specialize in transactional advisory services that empower businesses and individuals during pivotal moments. Whether you are navigating a merger, acquisition, joint venture, or any significant financial transaction, our team provides the expertise and strategic insight needed for success.
What Is Transactional Advisory?
Transactional advisory encompasses a suite of professional services designed to support you at every stage of major business transactions. From the earliest considerations to post-deal integration, we offer guidance, due diligence, risk analysis, and financial modeling to ensure clarity and confidence in your decisions.
Our Key Advisory Areas
Mergers and Acquisitions (M&A): Expert guidance on buying, selling, or merging businesses—including valuation, negotiation, and integration strategy.
Due Diligence: Comprehensive reviews of financial, operational, legal, and tax matters to reveal risks and opportunities.
Valuation Services: Independent assessment of companies, assets, and shares to determine fair value in every transaction.
Structuring and Negotiation: Strategic support to help structure deals and negotiate terms that align with your goals.
Financial Modeling: Detailed financial models that project potential outcomes and inform sound decision-making.
Post-Transaction Support: Guidance for seamless integration, change management, and maximizing value after the deal closes.
What Makes Our Advisory Services Different?
Cross-Functional Collaboration
Your CPA, financial planner, insurance strategist, and business consultant work as one team—sharing insights, aligning strategies, and delivering a 360° view of your financial world.
Customized, Not Cookie-Cutter
Every plan is tailored to your unique goals, risk profile, and life stage—no templates, no shortcuts.
Proactive, Not Reactive
We don’t wait for tax season or market shifts to act. We anticipate challenges and opportunities, helping you stay ahead of change and in control of your future.
At Citrus Group, we harness the power of artificial intelligence and advanced analytics to elevate every aspect of your financial strategy. Our AI-enhanced advisory platform doesn’t just crunch numbers—it uncovers patterns, predicts outcomes, and empowers you to make smarter, faster, and more confident decisions. Here’s how we integrate AI into your financial journey:
1- Real-Time Financial Intelligence
Our AI tools continuously analyze your financial data—cash flow, expenses, investments, and tax exposure—to identify trends, anomalies, and opportunities in real time. This allows us to:
Detect inefficiencies before they become costly
Optimize tax positions dynamically throughout the year
Provide instant scenario modeling for major decisions
2- Predictive Planning & Forecasting
We use machine learning models to simulate future financial outcomes based on your current trajectory and market conditions. This helps you:
Forecast cash flow and capital needs
Model retirement and estate scenarios
Stress-test your business under different economic conditions
Why Choose Citrus Group Global?
Our professionals come from diverse backgrounds in finance, accounting, law, and strategic consulting. We work closely with you to:
Identify and mitigate risks
Uncover hidden value
Navigate regulatory requirements
Negotiate favorable terms
Support your long-term strategic vision
Who We Serve
Citrus Group Global partners with corporations, entrepreneurs, investors, and organizations seeking excellence in their business transactions. Whether you are pursuing growth, restructuring, or a new strategic direction, our team is committed to your success.
Contact Us
Ready to make your next transaction a success? Contact Citrus Group Global today for a consultation and discover how our transactional advisory services can help you achieve your goals.
Phone: (888) 530-1930
Address: 16500 San Pedro Ave Ste 295, San Antonio, TX 78232
Citrus Group Global – Where Your Success is Our Strategy.
Let’s Build Something Bigger Than a Balance Sheet
Your goals are complex. Your strategy should be comprehensive. Let Citrus help you align every piece of your
financial life into a plan that’s as dynamic and ambitious as you are.
Get In Touch With Citrus Group
See how we can help your business thrive
Our unique approach, combined with the experience and expertise of our professional team, enables us to offer innovative solutions for our clients.
US Corporate
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Office – (888) 530-1930
Citrus Audit Group
Address – Cheyenne, 1063 Capitol Avenue Suite 413, Cheyenne, WY 82001
Tel – (888) 530-1930
Citrus Insurance Group
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel – (888) 530-1930
Citrus Advisory
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel – (888) 530-1930
Citrus Group Global provides integrated professional services worldwide.
Unauthorized use or reproduction of content is prohibited.
Connected with us:
Copyright @Citrus Group Global 2025. All Rights Reserved.
