Mergers & Acquisitions Finder & Consulting Services
The Mergers and Acquisitions (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 Joe@AccountantsAdvisory.com for more information.