Mergers
For Firms Pursuing Mergers for Growth, to Address Succession Needs, Increasing the Talent Pool, or Adding Revenues, Niche Services, or New Marketplaces We Offer the Following Services:
  - Assistance with defining your firm's Objectives and Criteria for a potential merger with another practice
- Determination of Market Value for your firm and for candidate firms
- Identification of Alternative Deal Structures
- Development of a Practice Summary describing high level operating data and desired transaction parameters, including terms, and deal structure alternatives, to be used in soliciting interest from merger candidates without disclosure of your identity or client names
- Identification and Confidential Solicitation of target merger candidates through persistent communication tactics
- Arrangement of Introductory Meetings with merger candidate firms pre-approved by your firm
- Assistance with Negotiations between the parties leading to Proposals and preliminary Transaction Agreements
- Assistance with assessment of Risk, identification of Liabilities, and issues regarding Culture
- Ongoing assistance with negotiations leading to Transaction Closing including documentation of terms concerning equity, compensation, buyout agreements, due diligence, and de-merger options
- Assistance with design of the post acquisition Transition Plan leading to the maximum retention of clients and staff in accordance with the business plan agreed to by the parties
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