The Merger and Acquisition (M&A) marketplace has become very competitive for quality merger candidates and will become even more active as baby-boomer partners retire over the next ten years.
CPA Firm M&A Services
We offer comprehensive M&A consulting services whether you are seeking an inward or upward merger.
- Assisting in developing an M&A strategy to merge-in or acquire the right firm for your practice.
- Introductions to M&A candidates that have been pre-qualified to meet your succession planning strategy criteria.
- Assistance with negotiating the details of the M&A transaction and structuring of the deal Term Sheet.
- Assistance with structuring the M&A agreement and supplementary agreements.
- Developing presentations and collateral materials to sell the benefits of merging with your firm and what differentiates your firm from another acquirer.
- Implementing public relations and advertising strategies to promote your firm to M&A candidates.
- Post-merger transitionary advisory services.
- Organizing, planning, and structuring an upward merger.