Sell-side advisory

Bringing a company to market requires more than finding the right buyer. Wipfli helps identify risks, enhance deal readiness and support a successful sale.

A mid-market guide to M&A
A mid-market guide to M&A

See how you can avoid pitfalls and maximize value throughout the M&A process.

How we help you

Sellers have a lot to do before they’re ready to take their company to market. And the right approach is critical. Wipfli’s seasoned sell-side advisory services can help you navigate your sale with experienced guidance at every stage.  

Access specialized support for M&A tax and annual tax compliance.

Prepare an accurate valuation and a stronger transaction strategy.

Outsource accounting and critical functions before and after your deal.

Develop and execute an effective data integration or migration strategy.

Manage or upgrade accounting, operating and CRM systems.

Improve buyer confidence and optimize value

Using a high-touch, tech-forward approach, we provide guidance throughout the deal, help you assess your risks and identify opportunities to increase your company’s value. 

Explore our sell-side services

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:

  • Business valuation
  • Transaction strategy planning and development
  • Transition planning
  • M&A tax strategy
  • Outsourced accounting and staff augmentation
  • Quality of earnings (QoE)
  • Quality of assets and net working capital
  • Cybersecurity due diligence
  • Quality of data (e.g., data and IT due diligence)
  • Culture and people due diligence, including Predictive Index, performance and management assessments
  • Quality of revenue (e.g., customer due diligence)
  • Tax due diligence (federal, SALT, international and cross-border)

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:

Once your transaction closes, Wipfli’s experienced accountants and tax advisors are here for you.

Our post-transaction services include:

 

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Reach out to our transaction advisory services team

Connect with Wipfli’s transaction advisory team to navigate complexity, uncover value and make confident decisions throughout the deal lifecycle.

LET'S CONNECT

LET'S CONNECT

We know that transactions are more than just financial events. Let us guide your next deal with comprehensive support that’s focused on your needs and speeding your path to greater value.