Strategic Planning

Mergers and Aquisitions

Mergers & Acquisitions

Our merger and acquisition consulting services include helping clients develop and refine their acquisition criteria, identify and engage prospective targets and negotiate/structure deals that seek to meet the value expectations of our clients. We also have extensive experience in sell-side mergers and acquisitions, from the sale of private and family owned businesses to corporate divestiture.

Business Valuation : What is it worth?

With over 10 years of experience, we assist our clients in understanding a business’ true value. Our valuation team specializes in valuating family owned, small and medium size businesses, limited partnerships and limited liability corporations. We have performed valuation services for transactions, gift and estate tax purposes, goodwill impairment and asset allocation related to purchase of businesses.

Retirement Planning

Many business owners are concerned about retirement, both for themselves and for their employees. Often, the issue isn’t whether to implement a plan but how to choose the one that will work best. We can assist you in the design and implementation of your plan, and we can prepare the required annual governmental filings.