Mergers & Acquisitions

Aligning Transactions With Long-Term Objectives

For business owners and executives, a merger, acquisition, or liquidity event is often one of the most important financial decisions they will make. We help you evaluate options, understand trade-offs, and align each step with your long-term wealth and legacy goals.

Working alongside your legal and tax advisors, we focus on valuation, structure, and the impact on your overall financial plan before, during, and after the transaction.

Who We Work With

• Founders planning an exit or partial sale.
• Executives with significant equity or incentive compensation.
• Families transitioning ownership to the next generation or outside partners.