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Mergers & Acquisitions

In today’s competitive world, there’s more to a successful merger or acquisition than just closing the deal. It’s making sure it’s the right deal – on the right terms – done for the right reasons and transitioned in the right way. That’s why Soren McAdam’s experienced M&A team takes time to understand each client’s key transaction objectives, which helps us design practical accounting and tax solutions that deliver strategic business results.

Our M&A practice has the expertise to handle even the most complex purchases, reorganizations, joint ventures, divestitures, spinoffs or buyouts. We frequently handle transactions for family-owned or closely-held businesses, seeking to maximize after-tax benefits for individual business owners and executives. In many cases, our M&A team coordinates activity with Soren McAdam’s estate planning experts, which allows us to identify and address wealth transfer issues in the early stages of a transaction. We deliver these services with a consistent, client-centered focus, which ensures effective communication throughout the deal process.

Related Services

Contact Us

If you’re ready to work with an M&A partner who knows your name as well as your industry, contact Lucia Whyte at 909-798-2222. Regardless of whether you are on the buy- or sell-side of a prospective M&A transaction, our team will help you achieve your business growth or succession planning objectives.