Rodefer Moss Expands Advisory Services

A major development in Knoxville’s professional services sector has been announced with the launch of Rodefer Moss Transaction Advisors, a new division of Rodefer Moss & Co. PLLC. This initiative is designed to meet the rising demand for local, tailored advisory services, particularly in the field of mergers and acquisitions. For those seeking guidance during these critical transitions, working with our Knoxville, TN business transactions lawyer in addition to a transaction advisor like those at Rodefer Moss Transaction Advisors remains essential.

The new service line aims to help business owners—many of whom are preparing to transfer wealth or retire—understand the details and steps of selling a business. Rodefer Moss Transaction Advisors offers services such as business valuation reports, quality-of-earnings (QoE) reports, financial wellness assessments, and tax compliance strategies. By integrating these tools, the firm hopes to make sure that owners have the support they need from preparation to closing.

Executive Director of Advisory Services Rickey Luttrell highlighted that this expansion allows the firm to walk alongside clients at every stage of the sale process. Having long supported clients throughout the business lifecycle, Rodefer Moss now extends that expertise directly into the M&A space, ensuring smoother and more strategic outcomes.

To further strengthen its reach, Rodefer Moss Transaction Advisors partnered with DCF, LLC, a member of FINRA/SIPC, whose national network has been involved in more than $2.7 billion in transactions since 2009. With this affiliation, clients can access an expansive platform of independent CPAs, sell-side advisors, and investment bankers.

The advisory model emphasizes four phases: pre-market preparation, go-to-market strategy, due diligence, and closing. Each stage is designed to equip business owners with insights, reduce risks, and maximize value. The firm’s seasoned professionals bring decades of industry experience, making them a trusted resource for those entering the M&A market.

How Business Owners Benefit From Legal Guidance

This expansion underscores the critical role of trusted advisors during business sales. Beyond financial reports and advisory support, legal counsel is a cornerstone of every successful business transaction. Working with our Knoxville business transactions attorneys can help business owners make sure that agreements are legally sound, risks are minimized, and negotiations favor long-term success. We’ve served over 6,000 clients in estate planning and business matters, and we’re here to help you, too.

We frequently act as contract negotiation attorneys, helping business owners protect their interests when entering into agreements with potential buyers, investors, or partners. From the early stages of drafting terms to finalizing the deal, precise legal review can prevent disputes and costly oversights.

In addition, many transactions involve complicated documentation and compliance issues. That’s where our work as commercial agreement lawyers becomes essential. We carefully evaluate agreements for clarity, enforceability, and alignment with the client’s goals. Whether structuring joint ventures or reviewing purchase agreements, our guidance helps verify that business owners proceed with confidence.

For over 30 years, our team has helped individuals, families, and businesses with issues related to compliance, contract agreements, partnerships, transferring of businesses, and more. Our business contract lawyers understand that every transaction is more than just a deal—it’s the culmination of years of hard work and planning. By working with our Knoxville business transactions lawyers, you gain the benefit of experience, foresight, and dedicated advocacy at every stage of the process. If you are preparing for a business sale, merger, or contract negotiation, contact Carpenter & Lewis PLLC today to schedule a consultation and learn how we can help protect your interests and guide you toward a successful transaction.