Selling or Merging

Every business owner comes to a point in time when they must decide whether or not to sell the business – we call this “Succession Strategy Time.” The reasons are aplenty – whether for retirement, health reasons, a need to have someone else take the firm to the next level, or you just want to go enjoy life and enjoy the fruits of your success.

We undertake a comprehensive strategic review and analysis of each client to determine the specific metrics that will influence value, and then position the client so as to maximize those values with potential buyers.

You’ve been practicing for many years, however, most CPA firm owners are unfamiliar with the process and all the steps that have to be taken – not only to do it right, but to ensure that what you do is successful in the end.

Selling a business requires an Exit Strategy. This is a complex process that requires preparation, the art of negotiating with buyers and intimate market knowledge. At Whitman Transition Advisors LLC we have the expertise to market your firm, locate a qualified buyer, and follow through the complicated steps of due diligence, financing, and then take the deal to the closing table – all in complete confidence.

When you give Whitman Transition Advisors LLC the engagement to sell your company we will:

Value the company for you – provide a range of values.
Prepare the Seller Profile Summary.
Actively market the firm confidentially.
Screen all buyers.
Bring you qualified buyers.
Obtain your selling price.
Work with legal counsel to prepare Purchase & Sale Agreement.
Develop the due diligence list.
Locate any required financial resources for buyer.
Work with counsel to close the deal.
Structure a smooth transition and post sale implementation strategy.

Get the news

Accounting Industry trends, updates, events

We’ll send you occasional updates about WTA plus great articles on being a next-level accounting firm, the latest in mergers & acquisitions,