Mergers & Acquisitions and Wealth Transfer
Strategy, Preparedness and Organization
CERTIFIED PUBLIC ACCOUNTANT
A Certified Public Accountant (CPA) plays a critical role in mergers and acquisitions (M&A) for privately held companies. The role of the CPA is multifaceted, encompassing financial due diligence, valuation, tax planning, integration planning, and post-acquisition financial management.
Estate Planning Attorney
An estate planning attorney may not be the primary professional one thinks of in the context of mergers and acquisitions (M&A) for privately held companies. However, they can play a significant role, especially when the business owners have significant estate planning concerns.
M&A Attorney
An M&A (mergers and acquisitions) attorney plays a crucial role when it comes to the merger and acquisition of privately held companies.
Financial Advisor
By determining what comes after the sale—whether it's retirement, a new venture, philanthropy, travel, or other pursuits—a financial advisor helps in making the transition smoother and less disorienting.
M&A Advisor
Mergers and Acquisitions (M&A) advisory firms provide specialized expertise and services that can be invaluable to business owners seeking to sell their privately held businesses.
Exit Planner/Valuation
Employing a valuation firm before planning an exit ensures that business owners are making informed decisions, maximizing their returns, and facilitating a smoother sale process.