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Sell-side advisory

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.

Why Wipfli?

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:

  • 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:

  • Cohesive communication with investment bank
  • Responding to buyer diligence
  • Net working capital analysis
  • Negotiation assistance
  • Legal agreements review

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

Our post-transaction services include:

  • ASC 805 valuation
  • Post-close outsourced accounting and tax services
  • Strategy development for data integration
  • Data and systems management
  • Accounting, operating and CRM systems upgrade and data migration
  • M&A dispute resolution and consulting
  • Independent third-party arbitration
  • Annual financial statement audit
  • Annual attestation services
  • Annual tax compliance

Our perspective drives growth

For more than 90 years, Wipfli has used our unique perspective to deliver practical yet transformational solutions to our clients. Our integrated approach helps mitigate risk, optimize performance and accelerate growth.