We work with you whether you are buying a firm or selling your practice. With years of experience, we have learned that matching cultures, vision, core values and ensuring a good fit along with a well-designed and executed integration plan are as important as the negotiation process. The true test of a successfully completed M & A endeavor is that both parties are happy with their decision a year after the firms join forces. We have experience with national and global growth expansion programs that may involve one acquisition or building your practice through strategic recruiting. M & A is about people and career paths and the human aspect is critical. It is both a financial as well as an emotional decision. Whether you are at the start of your first M&A effort or have one now in progress, we can support you with a scope that is specific to your needs. Often the emphasis is on the ‘deal’ with not enough time spent on the right fit and integration so many acquisitions are not successful.
- Strategic planning for firm expansion
- Identification of specific ways to enhance firm value prior to sale
- Development of a target firm profile to identify potential matches
- Assessing firm compatibility
- Candidate firm search, selection criteria and profiling
- Development of an M&A plan, process and strategy
- Valuations
- Education program for key leaders to identify objectives, approaches and how to do M&A
- Financial and synergy modeling
- Leadership and support with matching firm cultures and values, negotiations and integration planning
- Communications
- Presenting your firm in the best light
- Support with the Due Diligence process
- Identification of critical issues
- Coordination with legal counsel on process and documents
- Sharing lessons learned from previous M&A experiences