M&A Advisory Services

Growth & Strategic Planning for Business Transitions

The decisions you make during a merger or acquisition can be some of the most complicated—and consequential—you’ll face as a business owner. Whether you are just beginning to think about selling or buying a business, or are in the middle of a transaction, our advisors are able to help you navigate the process. We can help you capitalize on opportunities and mitigate risks.

Ideally, the process of selling a business begins long before the anticipated sale. Proactive planning and growth strategies can help capture the full value of your business. Our advisors help identify key areas that impact your business value so you can achieve the results you desire at the time of sale.

Whether you’re buying or selling, there are countless factors to consider as well as risks to weigh. This is why it’s critical to approach the M&A process with a solid strategic plan. Our M&A advisors work closely with you to identify your desired outcomes and draft a blueprint for achieving each one. From conducting a valuation to serving as your representative during negotiation, we support you at every step.

Need specialized support for your clients?

We also work with investment bankers and other CPA firms as part of their M&A advisory teams. Let us know how we can support your clients.

Quality of Earnings Report Preparation

Whether you’re buying or selling, a quality of earnings (QOE) report is an essential component of due diligence. Our reporting services go beyond compliance to give you a clear understanding of your company’s or a potential acquisition’s performance—in much greater detail than a financial statement. By leveraging this information, we can help you move forward with a strategic sale or purchase.

How could a QOE enhance your due diligence? Contact us to learn more