Mergers & Acquisitions

We provide middle market M&A advisory services for companies with revenues ranging from $5 million to $50 million. We specialize in mergers, acquisitions and divestitures, locate strategic or financial partners, identify debt and equity funding sources, conduct market research, and provide consulting and valuation services. Our goal is to provide creative solutions to help owners and shareholders maximize value, while highlighting the growth opportunities and the accomplishments of your organization. To do this we:

• Focus on critical areas of due diligence
• Assure confidentiality
• Create a competitive process for achieving maximum value
• Instill a sense of urgency
• Tailor our services to meet your specific goals
• Focus on allocations and tax implications affecting your net result

Business owners, attorneys, accountants, lenders/bankers, agents/brokers, investment bankers, and financial and estate planners/advisors have relied on our expertise to provide a comprehensive business valuation in a timely manner. We provide valuation services for:

• Mergers & Acquisitions
• Obtaining Financing
• Buy-Sell Agreements Between Partners and Shareholders
• Selling Fractional Interests or a Division of a Company
• Employee Stock Option Plans
• Corporate or Partnership Dissolutions
• Gift, Estate and Inheritance Tax Planning
• Recapitalization for Business or Estate Planning
• Allocation Purposes
• Reorganization Under Bankruptcy