Merger and Acquisition

Merger, Acquisition & Business Sale Solutions Firm

Wipfli’s merger and acquisition specialists assist clients in positioning themselves as credible buyers, recommend avenues of diversification, and locate attractive businesses that complement their existing holdings or prior background. We have helped numerous public and privately-held companies and individual buyers navigate their way through mergers and acquisitions.

Merger & Acquisition Services

Planning and developing the strategy for the transaction
Locating, valuing, and pricing an acquisition
Assisting with negotiations
Determining tax implications of the proposed structure and asset allocation
Assisting in due diligence on the entity
Reviewing the legal agreements drafted by your attorney for accounting, valuation, and/or tax issues
Perform business valuation allocating intangible assets in accordance with SFAS No. 141
Transition planning
Projections and forecasts

See also our Corporate Finance services

Featured Expertise

Karen Monfre, CPA/ABV, ASA, CFF

Karen Monfre possesses expertise in business valuations and assisting clients in acquiring a business or in the sale of their business. Her time is spent exclusively doing business valuation, litigation support, merger and acquisition, and related engagements.