MERGERS & ACQUISITIONS
Strength in Numbers: Crafting the Right Deal
CPA firms merge or sell for many important reasons, including owner retirement, market growth, expansion of resources, stress reduction, and security.
To get ready for—and successfully integrate—a merger, acquisition or other firm transition, creativity, planning, and independent expertise are essential.
We help you navigate the entire process—from managing expectations and finding complementary target firms to creating a realistic valuation, negotiating the deal, and creating the right plan for integration.
Mergers, Acquisitions (M&A) & Other Transitions
Evaluating marketplace options
Realistic valuation, market expectations and due diligence
Analyzing M&A readiness
Finding a match and facilitating introductions
Structuring the deal, deal negotiations and support
Planning for integration
Post-transaction transition plans to maximize retention of clients and staff
Other Areas of Expertise
Projects We Perform
A primer and assessment of the requirements to optimize the effectiveness of an external or internal transition. Timing, timelines, metrics, performance, competition and infrastructure are studied to give an objective evaluation of readiness and success.
This study helps firms create a profile of attributes, develop priorities, capture the attributes of a target, recommend actions to capitalize on marketplace advantages, and design a process to pursue a potential practice acquisition/combination with a defined target firm. The assessment provides useful orientation and preparation for an outreach process designed to maximize practice combination efforts.
Practice Combination Advisory
A comprehensive navigation and facilitation of the M&A process. Initiated with a probative process to clarify objectives and priorities, compile strengths and weaknesses, profile the firm and define the model target. We reach out to targets, evaluate potential, participate in firm meetings, confer with decision makers, negotiate, summarize core transaction, support attorneys and facilitate the closing.
Client Advocacy: A Second Opinion
Provides firms already on a path toward merger, acquisition, or other practice transition with market-based insights and expertise to reach your best outcomes. We advocate for one party in the transaction and assure core elements like compensation, integration, look-backs, claw-backs, drag-alongs, valuation, control and accountability are addressed to your benefit. Read: 10 reasons you need an M&A advocate.
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