Merger & Acquisition Consulting

Understanding the critical processes and key value drivers.

North Carolina Business Services

Sale & Purchase Transactions

The opportunity to buy or sell a business doesn’t come along every day. Whether you are looking to acquire a business or sell the company you have built over many years, tremendous value can be gained or lost in the acquisition or sales process. A well-planned merger or acquisition (M&A) can accelerate financial success and provide access to new markets, technologies, skills, and resources. Having an experienced merger and acquisition accounting team on your side is critical – helping you identify opportunities and mitigate risks. Working with DMJPS will maximize value and minimize any unforeseen surprises.

Maximize Value at Every Stage

As a merger and acquisition consulting firm, DMJPS understands the critical processes and key value drivers involved with M&A transactions. We bring broad cross-industry expertise to help you successfully navigate your corporate transaction, helping you drive value before, during, and after your transaction. Merger and acquisition accounting can be a complex undertaking. The DMJPS team will work diligently to help you identify opportunities, minimize risks, create value through negotiations, and structure deals that achieve your business and personal objectives.

 

Initial Valuation Services

Our merger and acquisition consulting firm can help with the initial valuation process to achieve the most tax-efficient sale structure and coordinate with other professional advisors involved.

Promoting Success with a Mergers and Acquisitions Firm

DMJPS has served the financial services needs of privately held companies across North Carolina and the southeast for more than 70 years. We understand the accounting and tax issues companies face when a transition occurs, especially in a merger or acquisition.

Our accounting team often gets intricately involved in structuring the sale of privately held companies. While the sale of a privately held business will involve many different professional advisors, our preference is to be the “Quarterback” of the process, keeping everyone moving forward in the same direction.

As a merger and acquisition consulting firm, DMJPS can offer the following services related to the buying, selling, or merging of companies:

Succession & Exit Planning

Due Diligence

Deal Structure

Entity Selection

Financing Alternatives

Case Studies

Below are a few examples of the merger and acquisition consulting work our CPAs have performed. 

Utility Contractor Merger

Advised on the structure of the merger of a utility contractor with revenues in excess of $100 million.

Acquisition of a Florida Entity

Advised on the acquisition by a Greensboro distributorship entity on the structure of the acquisition of a Florida entity as a subsidiary with combined revenue of $100 million.

Mergers of Medical Practices

Handled the structuring of many mergers of medical practices to achieve economies of scale dealing with managed care contracts and employee benefits.

Sale of Real Estate Agencies

Handled the structure of the sale of local real estate agencies to larger entities.

Acquisition by a Publicly Traded Company

Negotiated on behalf of our client to assist with the acquisition of their entity by a publicly traded company.

Our People

Partner With a Trusted M&A Consulting Firm

Undertaking an M&A can help your business reach new heights of success, and the experienced guidance of a top-notch merger and acquisition firm will ensure a successful transition.

If you’re looking to buy, sell, or merge your privately held company, DMJPS can guide you toward the most profitable business decisions. Contact us to consult with our merger and acquisition accounting team and learn how tax planning strategies can be beneficial in maximizing value and minimizing any unforeseen surprises.

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