Positioning Statement
Merger and Transition Consulting Exclusively for Public Accounting Firms  We help develop solutions for firms pursuing:- Expansion through Merger or Acquisition
- Succession to facilitate the retirement or other transition of owners
- Internal Succession strategies
We not only assist in developing customized planning solutions but we assist in creating high value outcomes through:
- Locating and introducing buyers and sellers
- Structuring acquisition and merger transactions
- Support of the M & A process through document preparation and review, valuation, and due diligence
- Assisting in developing post-transaction business and transition plans to maximize retention of the clients and staff
Our principals have closed over 850 transactions over the past 16 years. We have worked with firms ranging in size from $200,000 to $500 million. Our philosophy is not to tell you what to do but empower you to make a more informed decision by making you aware of the plethora of options and alternative methods of accomplishing your goals.
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