Merger and Acquisition Finder and Consulting Services

Merger and Acquisition buttonThe 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.

Please contact Joseph A. Tarasco at 845-265-9046 or e-mail for more information.