Business Growth & Transition
M&A Advisory Services
Whether you are just beginning to think about selling or buying a business, or are in the middle of a transaction, our advisors can help you navigate the process successfully.
The decisions you make during a merger or acquisition can be some of the most complicated—and consequential—that you’ll face as a business owner. This is why it’s critical to approach the M&A process with a solid strategic plan—one crafted by experts who are completely up-to-date on the latest best practices.
Our mergers and acquisitions team works closely with you to identify your vision, consider the risks and variables, and light the way forward. Abdo's experienced advisors help you navigate each step through your transaction, including tax planning, agreement consulting, succession planning and net working capital calculations. From conducting a valuation to serving as your representative during negotiation, you can have confidence throughout the process and in a successful result.
For Prospective Sellers
Do you truly know the value of your business? Would you be ready to sell if someone wanted to give you an offer today?
These are the types of tough questions you must ask yourself as a business owner. Your answers are crucial to empowering you in the next step on your path. Our business advisors help with services like succession planning, quality of earnings reporting, human resources transition planning, and business optimization.
Abdo's advisors can help guide you on the right path for a successful transaction, helping you to optimize your business value for immediate or eventual sale, and plan for and calculate proceeds of sale.
For Buyers
Will you be able to achieve your growth goals without an acquisition? Are you open to acquisitions that would help you meet key objectives such as profitability or growth?
Our advisors help guide you through these questions and more as we outline a plan for where you are today—and light the path for where you’ll go tomorrow. From business valuation and due diligence to purchase agreements and human resources transitions, you can take the next step forward with confidence knowing our experts are there to provide direction, offer guidance, and spark solutions.
Quality of Earnings Report Preparation
Whether you’re buying or selling, a quality of earnings (QOE) report is an essential component of due diligence. Our reporting services go beyond compliance to give you a clear understanding of your company’s or a potential acquisition’s performance—in much greater detail than a financial statement. By leveraging this information, we can help you move forward with a strategic sale or purchase.
Abdo Insights
A behind-the-numbers view of best practices and holistic thinking.
Valuations can help business owners plan for the future
Most business owners know that a valuation will be necessary if they decide to sell their companies. But there are other reasons to consider a business valuation.
Avoid succession obstacles with a buy-sell agreement
If your business has multiple owners, we strongly advise building a buy-sell agreement into your succession plan. Learn more about how these agreements work and why they’re important.
Abdo expertise
Guiding you to the best way forward
Our experience delivers proactive problem-solving for any challenge.
Doug McDonald, CPA
Doug helps develop solutions for challenges ranging from choosing the right entity type to increasing business value.
DJ Charley, CPA
DJ collaborates with his clients through financial and operational challenges – providing peace of mind on the path forward.
Scott Danger, CPA, CVA
Scott helps his clients gain a deeper understanding of their business and its value, enabling them to feel confidence in each step they take.
Jay Dunphy, CPA
Jay’s core principle: help clients navigate bumps by strategically planning ahead for challenges.