Mergers and Acquisitions
Advisory Services
Expert guidance for buying or selling a business
When you are preparing to buy or sell a business, you need a clear view of the financial impact, the risks, and the value of the opportunity. Wegner CPAs provides mergers and acquisitions advisory services that help business owners move through each stage of a transaction with confidence and clarity.
These decisions carry financial and emotional weight. We help you stay grounded, understand your options, and make informed choices that support your long-term goals.
Comprehensive M&A advisory for every stage of the transaction
Preparation sets the tone for the entire process. We review key financials, identify strengths and risks, and help you understand what buyers or sellers will expect. For acquisitions, we help you evaluate whether the business aligns with your strategy and financial goals.
A reliable understanding of value is at the center of every deal. While valuations are delivered separately, our advisory team works closely with our valuation specialists so you have clear information that supports negotiation and pricing decisions.
We help you assess financial health, understand potential risks, and determine whether the timing and structure of the deal support your goals.
We conduct detailed financial and tax reviews and explain the results in practical terms so you can move forward without surprises.
We walk through structure options, outline tax and financial considerations, and support you through negotiations. Our role is to make the numbers clear and help you protect your interests.
As you move toward closing, we help coordinate financial reviews, answer final questions, and keep the process moving. You have steady support from start to finish.
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Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.
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We are committed to providing you with the tools you need to make sound decisions every day. Check out our extensive mix of educational resources, and please contact us should you need any help finding the answers to your questions.
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