Mergers & Acquisitions

Empowering Your M&A Journey

Mergers and acquisitions (M&A) are exciting turning points in your business’s story, offering incredible opportunities for growth and innovation. Whether you’re on the buy side seeking to expand your market presence or on the sell side aiming to maximize your investment, a well-executed M&A strategy is key to unlocking potential and achieving your strategic objectives.

Maneuvering M&A Deals with Confidence

Every successful merger or acquisition is underpinned by a carefully crafted financial strategy. If you’re exploring integrated services or seeking support at specific stages, our team is here to help align your M&A objectives with actionable insights:

For Buyers: Our buy-side services are designed to identify and evaluate opportunities that align with your strategic goals. From due diligence, quality of earnings to valuation and deal structuring, we will provide you with valuable insights to inform whether you proceed with the transaction or not. Our goal is to help you understand the value of the target and the impact it will have on your cash flow, financials and future growth.
For Sellers: On the sell side, we understand the importance of realizing the full value of your business while ensuring your exit is as tax-efficient as possible. Our team assists with financial due diligence to identify risk and tax consequences, quality of earnings and business valuations that reflect the true worth of your enterprise. Through meticulous planning and strategic guidance, we aim to guide you to a timely close that puts the most money in your pocket.

AMASS THE INFORMATION YOU NEED TO MAKE A SMART DECISION.

Experience. The Difference.

Your Path to Success

Our team of CPAs and certified business valuation specialists aims to simplify the M&A process, focusing on tax implications, financial compliance, and risk management with unparalleled precision. With our proactive communication and strategies tailored to your needs, you remain informed and in command, making decisions based on data and prevailing market trends. We go beyond transactional support with customized solutions that align with your specific objectives, turning your M&A hurdles into opportunities for growth and achievement.

Gaining a Strategic Advantage

We prioritize open communication throughout our four-step framework, ensuring you are fully informed and engaged at every stage. This approach simplifies the complex world of mergers & acquisitions into a clear path forward.

How Can We Help?

Ready to navigate your M&A transaction with clarity and strategic foresight?

Whether you’re exploring the market for opportunities or preparing to sell your business, our tailored solutions offer the strategic foresight needed to navigate your M&A journey effectively.

Discover how our tailored solutions can guide your business toward achieving its goals and unlocking new levels of success:

Financial due diligence
Quality of Earnings (QoE)
Business valuation
Transaction structuring
Profit enhancement
Financial and cash flow modeling
Purchase price allocation
Tax savings strategies

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McKonly & Asbury have been doing my personal taxes as well as the family’s sub-S corporation. This makes for a seamless transaction. Their work has been very good with little to no issues. I am very satisfied with their work. Every person I work with has been great to work with and very understanding.

Conestoga Wood Specialties

I have had a tremendous experience with our accountants. They have helped us take our understanding of our company’s financials to a new level.

Swank Early Skills Development LLC

Customer Friendly – Professional and approachable.

Mindteck, Inc.

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