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Mergers and Acquisitions

Whether you need assistance with the sale of your business or are looking to make a strategic acquisition, the professionals at WilkinGuttenplan are here to guide you through the merger and acquisition process. Our mission is to understand your needs and goals and then harness our knowledge and experience so that we can provide you with the guidance you need to successfully complete the complex buying or selling puzzle.

Having consulted on mergers for our clients, and completed a number of mergers in our own firm, we possess a thorough knowledge of the process from all sides. The professionals at WilkinGuttenplan will help you determine if you’ve found the right fit, and can guide you through the emotional aspects of buying or selling a business.

Services for purchasing a business include:

  • Financial due diligence
  • Tax due diligence
  • Tax efficient structuring of the acquisition
  • Assistance with negotiating terms of the deal
  • Financing assistance Business Valuation Services
  • Investment Banking/VC introductions

Services for selling your business include:

Pre-deal planning

  • Getting books and records in order
  • Planning for strategy implementation prior to taking company to market
  • Performing audit of company’s financial statements
  • Business Valuation Services
  • Quality of Earnings Report
  • Investment Banking/VC introductions

Deal planning

  • Assistance with due diligence process
  • Tax efficient structuring of the sale
  • Assistance with negotiating terms of the deal
  • Tax planning and projection consulting for company and owners

Post-deal planning

  • Continued relationship with former owners to help with transition
  • Ongoing tax planning
  • Estate planning/Wealth preservation strategies

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