Mergers and Acquisitions

Hands-on support for owners, buyers and investors through every phase of a transaction.

Accounting, Tax and Valuation Support for Your Deal

We support buyers and sellers from early strategy through closing and integration. One firm handles the accounting, tax and valuation work, and our team includes Certified Valuation Analysts, so you're not reconciling advice from three firms.

For sellers, we prepare the business for scrutiny, determine what it is worth and plan the tax impact, often as part of a succession plan. For buyers, we cover due diligence, deal structure and integration after closing. We work alongside your attorney, investment banker or business broker.

What We Do

1

Buy-Side Advisory

Supporting buyers through target evaluation, valuation, diligence and closing.

2

Sell-Side Advisory

Preparing sellers for market, organizing financial information and positioning the business for value.

3

Deal Structuring

Advising on asset versus stock deals, earnouts, rollover equity and tax-efficient structures.

4

Negotiation Support

Providing the financial analysis behind price, terms and working capital negotiations.

5

Transition Planning

Preparing finance, reporting and tax for what happens after the deal closes.

Who Is This For

  • Business owners preparing to sell
  • Companies growing through acquisition
  • Private equity firms and investors executing transactions
  • Leadership teams evaluating strategic combinations

Meet the Team

Our transaction team provides hands-on accounting, tax and valuation support through every phase of the deal.

Frequently Asked Questions

What is the difference between an asset sale and a stock sale?

In an asset sale, the buyer purchases specific assets and usually leaves most liabilities behind. In a stock sale, the buyer acquires the ownership interest, including the company's liabilities. Buyers often prefer asset sales and sellers often prefer stock sales for tax reasons, so structure is part of the negotiation.

When should a seller start preparing to sell?

A year or more before going to market. That allows time to clean up financial statements, resolve issues a buyer would find, establish value and plan for taxes. Learn more about succession planning.

Buying or selling?

Let's talk about where you are in the process.

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