Hands-on support for owners, buyers and investors through every phase of a transaction.
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.
Supporting buyers through target evaluation, valuation, diligence and closing.
Preparing sellers for market, organizing financial information and positioning the business for value.
Advising on asset versus stock deals, earnouts, rollover equity and tax-efficient structures.
Providing the financial analysis behind price, terms and working capital negotiations.
Preparing finance, reporting and tax for what happens after the deal closes.
Our transaction team provides hands-on accounting, tax and valuation support through every phase of the deal.
Managing Partner
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.
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.
Let's talk about where you are in the process.
Our latest articles on mergers, acquisitions and deal execution.
Whether you’re launching a new venture or expanding an existing one, it’s often easier to buy an established business than to build market share from scratch. Before signing a purchase agreement, ...
Do your company’s 2026 strategic plans include a business acquisition? Whether you already have your eye on a target or are still weighing options, plan now for extensive financial due diligence. To ...
One of the most critical decisions entrepreneurs make when starting or restructuring a business is choosing the right entity type. This choice directly impacts how the business is taxed, the level of ...