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.

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