Services/ Transaction Advisory Services

Strategic insight. Informed decisions.

Whether you’re buying, selling, or planning for what’s next for your business, navigating a transaction requires more than just numbers. It takes insight, strategy, and experience. At Wilkins Miller, our Transaction Advisory Services team is here to help you move forward with confidence. We bring together deep financial expertise, practical business sense, and hands-on support to guide you through the full lifecycle of a deal.

From mergers and acquisitions to business valuations, quality of earnings, and tax structuring, we provide the clarity and analysis you need to make informed decisions. Whether you’re evaluating a potential investment, preparing your business for sale, or planning a long-term succession strategy, we help you uncover value, identify risks, and execute with precision. Our goal is simple: to help you make the right moves at the right time with a partner who understands what’s at stake.

Transaction Advisory Services specific to your needs

Succession Planning

Customized plans to ensure seamless ownership transitions and business continuity.

Mergers & Acquisitions (M&A) Advisory

Strategic guidance for buy-side and sell-side transactions, from initial planning to post-deal integration.

Due Diligence

In-depth financial, tax, and operational analysis to identify risks and opportunities.

Business Valuation

Accurate assessments to determine fair market value and support negotiation strategies.

Quality of Earnings Analysis

Detailed evaluations to validate financial performance and sustainability.

Tax Structuring

Optimized deal structures to maximize tax efficiency and compliance.

Service Leaders

John W. Jeffries, CPA, CVA

Partner

Erin S. Jones, CPA

Partner

Lyndsey Dixon, CPA, CVA

Partner

Back

John W. Jeffries, CPA, CVA

Partner

As a Partner of Wilkins Miller, John began his career in public accounting in 1990. With a Bachelor of Science in Commerce and Business Administration from The University of Alabama, John's areas of special competence include both business and individual accounting, taxation, and consulting.

John has strong experience in the preparation of financial statements, including audits, reviews, and compilations for closely held businesses, bookkeeping services, income tax preparation and planning (including corporate, partnership and individual), as well as consulting with business transactions involving valuation, due diligence, and mergers and acquisitions. John has offered counsel to clients in many areas, with a focus in construction, construction-related businesses, and professional service firms.

John is a member of the American Institute of CPAs, Alabama Society of Certified Public Accountants, National Association of Certified Valuation Analysts, Construction Financial Management Association, and Associated General Contractors. He also sits on the board of the St. Paul's Episcopal School Foundation.

John enjoys hunting, fishing, cycling, and watching college sports. His favorite vacation spot is Mt. Willing, Alabama.

Back

John W. Jeffries, CPA, CVA

Partner

As a Partner of Wilkins Miller, John began his career in public accounting in 1990. With a Bachelor of Science in Commerce and Business Administration from The University of Alabama, John's areas of special competence include both business and individual accounting, taxation, and consulting.

John has strong experience in the preparation of financial statements, including audits, reviews, and compilations for closely held businesses, bookkeeping services, income tax preparation and planning (including corporate, partnership and individual), as well as consulting with business transactions involving valuation, due diligence, and mergers and acquisitions. John has offered counsel to clients in many areas, with a focus in construction, construction-related businesses, and professional service firms.

John is a member of the American Institute of CPAs, Alabama Society of Certified Public Accountants, National Association of Certified Valuation Analysts, Construction Financial Management Association, and Associated General Contractors. He also sits on the board of the St. Paul's Episcopal School Foundation.

John enjoys hunting, fishing, cycling, and watching college sports. His favorite vacation spot is Mt. Willing, Alabama.

Back

Erin S. Jones, CPA

Partner

Erin brings more than 20 years of experience in public accounting to the Wilkins Miller team. After earning a Bachelor of Science in Accounting and a Master of Business Administration from Spring Hill College, Erin joined the firm in 2003 and was named Partner in 2017.

Her areas of special competence include audits, reviews, and compilations of non-profit organizations, state and local governments, non-public companies, and employee benefit plans and the multi-state taxation of corporations, partnerships, and individuals, including international considerations. Erin's industry experience lies in construction contractors and engineers, professional service firms, retail sales, manufacturing, universities, and timber and real estate management.

Erin is a member of the American Institute of CPAs and the Alabama Society of Certified Public Accountants. She is the past president of the Mobile Chapter of the Alabama Society of Certified Public Accountants, the current treasurer of the Mulherin Custodial Home Board of Directors, former member of the United Way of Southeast Alabama Board of Trustees, current co-chairman of United Way's Women United, and a graduate of the Alabama Society of Certified Public Accountants Leadership Academy Class III. She was also included in Mobile Bay magazine's "Forty Under 40" Class of 2015 and the Alabama Associated General Contractors 2021 Class of “40 Under 40”.

Outside of work, Erin enjoys spending time with her family and friends, reading, and traveling.

Back

Erin S. Jones, CPA

Partner

Erin brings more than 20 years of experience in public accounting to the Wilkins Miller team. After earning a Bachelor of Science in Accounting and a Master of Business Administration from Spring Hill College, Erin joined the firm in 2003 and was named Partner in 2017.

Her areas of special competence include audits, reviews, and compilations of non-profit organizations, state and local governments, non-public companies, and employee benefit plans and the multi-state taxation of corporations, partnerships, and individuals, including international considerations. Erin's industry experience lies in construction contractors and engineers, professional service firms, retail sales, manufacturing, universities, and timber and real estate management.

Erin is a member of the American Institute of CPAs and the Alabama Society of Certified Public Accountants. She is the past president of the Mobile Chapter of the Alabama Society of Certified Public Accountants, the current treasurer of the Mulherin Custodial Home Board of Directors, former member of the United Way of Southeast Alabama Board of Trustees, current co-chairman of United Way's Women United, and a graduate of the Alabama Society of Certified Public Accountants Leadership Academy Class III. She was also included in Mobile Bay magazine's "Forty Under 40" Class of 2015 and the Alabama Associated General Contractors 2021 Class of “40 Under 40”.

Outside of work, Erin enjoys spending time with her family and friends, reading, and traveling.

Back

Lyndsey Dixon, CPA, CVA

Partner

As a Partner at Wilkins Miller, Lyndsey helps clients navigate complex financial matters with confidence. With more than 20 years of experience in public accounting and recognition by Forbes as one of America’s Top CPAs for Valuations and one of its Best-In-State CPAs, she is a Certified Public Accountant and Certified Valuation Analyst who specializes in business valuation, lost profits and damages analyses, personal injury matters, and litigation-related consulting. Her ability to translate detailed financial information into practical insights makes her a trusted advisor to clients.

Lyndsey also leads outsourced accounting and advisory engagements, providing financial reporting, consulting, and strategic guidance to closely held businesses. She brings a broad perspective that combines technical expertise with real-world business insight, helping clients make informed decisions and achieve their goals.

After beginning her career with a regional accounting firm in Montgomery, Lyndsey joined Wilkins Miller in 2012 and was named Partner in 2022. She earned a Bachelor of Science in Commerce & Business Administration with a concentration in Accounting from the University of Alabama in 2005 and a Master of Business Administration from Auburn University Montgomery in 2008. She became a licensed CPA in 2009 and earned her CVA designation in 2014.

Lyndsey is passionate about serving both her profession and her community. She serves on the Board of Directors of the Alabama Society of Certified Public Accountants and is a member of the American Institute of CPAs and the National Association of Certified Valuators and Analysts. She also serves as Vice President of Impact100 Mobile, where she was a founding member, and has dedicated many years to nonprofit board service throughout the region.

When she’s not working, Lyndsey enjoys spending time with her two children, playing tennis, and attending live music shows. And if the occasion calls for it, don’t be surprised to see her celebrating in a Dolly Parton wig, a reminder that even serious professionals know how to have a little fun.

Back

Lyndsey Dixon, CPA, CVA

Partner

As a Partner at Wilkins Miller, Lyndsey helps clients navigate complex financial matters with confidence. With more than 20 years of experience in public accounting and recognition by Forbes as one of America’s Top CPAs for Valuations and one of its Best-In-State CPAs, she is a Certified Public Accountant and Certified Valuation Analyst who specializes in business valuation, lost profits and damages analyses, personal injury matters, and litigation-related consulting. Her ability to translate detailed financial information into practical insights makes her a trusted advisor to clients.

Lyndsey also leads outsourced accounting and advisory engagements, providing financial reporting, consulting, and strategic guidance to closely held businesses. She brings a broad perspective that combines technical expertise with real-world business insight, helping clients make informed decisions and achieve their goals.

After beginning her career with a regional accounting firm in Montgomery, Lyndsey joined Wilkins Miller in 2012 and was named Partner in 2022. She earned a Bachelor of Science in Commerce & Business Administration with a concentration in Accounting from the University of Alabama in 2005 and a Master of Business Administration from Auburn University Montgomery in 2008. She became a licensed CPA in 2009 and earned her CVA designation in 2014.

Lyndsey is passionate about serving both her profession and her community. She serves on the Board of Directors of the Alabama Society of Certified Public Accountants and is a member of the American Institute of CPAs and the National Association of Certified Valuators and Analysts. She also serves as Vice President of Impact100 Mobile, where she was a founding member, and has dedicated many years to nonprofit board service throughout the region.

When she’s not working, Lyndsey enjoys spending time with her two children, playing tennis, and attending live music shows. And if the occasion calls for it, don’t be surprised to see her celebrating in a Dolly Parton wig, a reminder that even serious professionals know how to have a little fun.