Whether you are looking to sell the company you’ve built or expand your company through an acquisition, we have the expertise to be the trusted financial advisor you need.

Welcome to our dedicated section on mergers and acquisitions (M&A). As specialists in this complex field, we understand that M&A transactions require strategic planning, financial expertise, and meticulous attention to detail. Our experienced team of Certified Public Accountants are equipped to guide you through the entire M&A process, offering comprehensive advisory services tailored to your unique needs. From conducting due diligence and financial analysis to structuring deals and optimizing tax implications, we provide strategic insights that help you make informed decisions and maximize value. Trust our expertise to navigate the intricacies of mergers and acquisitions, ensuring seamless transactions and long-term success for your business.

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We specialize in working closely with clients who are considering selling their company.

In addition to our expertise in mergers and acquisitions, we specialize in working closely with clients who are considering selling their company. We understand that building value before selling is crucial for achieving the highest possible return on investment and does not happen in a year. Our team of skilled CPAs can help assess your company’s current financial health, identify areas for improvement, and develop strategies to enhance its value over a 3-5 year time frame. Whether it’s optimizing financial statements, streamlining operations, or implementing growth initiatives, we provide personalized guidance to maximize your company’s attractiveness to potential buyers. With our comprehensive knowledge and meticulous attention to detail, we are committed to helping you build value and achieve a successful sale that reflects the true worth of your business.

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Our M&A services for sellers include:

  • Exit strategy analysis
  • Business valuation to establish fair market value ranges for each type of potential buyer
  • Strategies for maximizing valuation drivers with each potential buyer
  • Maximizing after-tax profits with transaction tax planning
  • Discussion of financing options
  • Negotiation of pricing and terms
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Our M&A services for buyers include:

  • Valuation
  • Due diligence
  • Choice of business entity
  • Financing options
  • Negotiation of pricing and terms
  • Minimizing after tax acquisition cost
  • Post-acquisition integration and tax planning
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