Improve buyer confidence and optimize the value of your sale
Sellers have a lot to do before they’re ready to take their company to market. And the right approach is critical. That’s where Wipfli comes in. Our seasoned sell-side advisors have helped many companies and individuals navigate a sell-side M&A.
Using a high-touch, tech-forward and phased approach, we deliver comprehensive consulting and analysis from the first indication of interest (IOI) and letter of intent (LOI) through buyer diligence to the closing of the sale. We help you assess your risks and identify areas of improvement so that you can increase your company’s value. We also ready your team for the sales process by performing sell-side due diligence — helping you avoid surprises during the buyer’s due diligence and expediting the sale to a successful close.
How we help you
Whether you’re ready to sell now or next year, it’s important to know your worth. Let Wipfli assist you with your transaction readiness.
Our pre-transaction advisory services include:
Let us help your organization get ready for due diligence. We assess risks, identify areas of improvement and recommend actions to take.
Our transaction services include:
Featured Thought Leader
Michael L. Vaccarella
Leveraging nearly 20 years of public accounting experience, including over 10 years specializing in mergers and acquisitions, Michael is a leader in Wipfli's private equity services practice. As a leader in the transaction advisory services, he provides and coordinates buy-side and sell-side transaction support and consulting for closely held corporations, family offices, and private equity funds and their portfolio holdings.
Colin Johnson is a director with over 15 years of investment banking and consulting experience. He has advised on more than $1B of transactions across the manufacturing and distribution, product engineering and design, software as a service (SaaS), health care and market research industries. Colin focuses on advising private middle market companies and their shareholders on mergers and acquisitions, valuation, transition, and strategic planning matters.
Ben Smith, CPA, ABV
Ben Smith provides advisory services to middle-market, closely held clients in a variety of sectors, including high-technology, manufacturing, and distribution. He specializes in financial reporting and analysis, financial and tax due diligence, and quality of earnings studies.
Kevin Janke, CPA, ABV
Kevin Janke has spent over 20 years assisting clients to acquire a business or to sell their closely held businesses. His time is spent exclusively doing business sell-side brokerage, buy-side brokerage, valuation, and related engagements. Kevin is highly sought after for his easy-going demeanor and technical skills.