Loading... Please wait!

M&A Consulting Services

Expert M&A consulting in South Jersey. Navigate mergers & acquisitions confidently with 30+ years of strategic business advisory


M&A Consulting Services

When you come to think of it, buying or selling a business is a big decision that tops the list of crucial steps wherein M&A Consulting plays the most important role. It chips in there to ensure that you are informed, strategic, and aligned with the business goals at all stages of the process. Wasserman CPA is a company that has a lot of experience with over 30 years in the industry. We are concentrating on safe distributed M&A consulting which is the catalyst to make our goal your dream.

Our highly-trained guidance in M&A is concentrated on the New Jersey districts like South Jersey where companies having to face the difficulties of the new world deal with. Whether you are targeting mergers with the same company that is your competitor, finishing a new acquisition, or selling your company, our merger and acquisition advisors are with you the entire way, giving you individual attention and helping you walk through every stage.


Why Choose Wasserman CPA for M&A Consulting?

The M&A market can be a very demanding sector. Having the right counselor with in-depth knowledge of the merger and acquisition industry would help to effectively navigate the process. Over 30 years of supporting businesses in their growth, restructuring, or ownership transfer period, the Wasserman CPA is the one of the trusted M&A advisory companies around South Jersey and the outlying region that stand out for the reason.

Our M&A consulting service comprises the following activities:

  • Tailored Strategic Guidance: Genuine business lines are developed and matched. Therefore, the solutions that we offer are also highly specialized in business mergers or acquisitions needed by each different business. Our professionals give our guidance to businesses in matters of either M&A, mergers through SOA, or successful exiting, and we do that by crafting solutions that drive growth while addressing their peculiar challenges.
  • Extensive Financial Analysis: We present a comprehensive financial analysis for you to determine the real worth of a prospective deal. We take into account both the qualitative and quantitative factors that play into the valuation scenario so that you get a full picture of the situation and can make a wise decision.
  • Risk Assessment and Due Diligence: Due Diligence is key to identifying the possible risk and discovering the hidden challenges. We assist you in assessing important financial data, contractual, and operational risks so that you as a client can make decisions based on conflicting facts.
  • Post-Merger Integration: The business-looking glue is not the actual dealing out, but our involvement also includes the post-merger integration which translates to successful organizations pooling resources or making the most of the merger or acquisition.

Our Comprehensive M&A Services

The road to our work is mapped out to help during the whole merger and acquisition process:

1. M&A Strategy Development

The basis of a merger/acquisition is planning./Appropriate planning is the cornerstone of a merger or acquisition. After looking into the needs and requirements of your organization and tasks on the lines of strengthening operational efficiency, improving competitiveness, and market access; we develop a strategy that is unique and fully customized for your company.

2. Target Identification and Analysis

If merger and acquisition advisories went to war ever to win businesses, we would be the generals who assist you in discovering ” that particular business tale” that is coherent with your firm’s mission. transfer launching target’s finance, market share, realistic financial growth rate, and cultural compatibility as criteria.

3. Valuation Services

In support of purchase is parameters estimation with good objectivity. Our appraisals precisely tell you the value of the firm you intend to buy which is gained from the past financial performance, future cash flows, and market conditions. Thus, your payment that is equivalent to the long-term strategic value of the business is the right one.

4. Due Diligence

It is the core belief of our company’s management that no M&A deal should advance to operation without due diligence. Our crew thoroughly inspects the financial records, operational data, and legal issues to make sure that there are no corona surprises exactly after the deal takes place. Our mitigators see to it that the risks are obviated by openness being at every single stage of the transfer.

5. Deal Structuring and Negotiation

Being your partner during the negotiations process, we take over the role to ensure the most suitable and in agreement with your interests’ terms by interacting directly with the other side. Thanks to our acquaintance with M&A advisory firms, we make the processes of discussion and agreement a less time-consuming one as we are involved with the interested parties and we mediate such a mutually profitable framework.

6. Financing Options and Support

In case the deal requires financial resources we would be able to assist you in exploring different options by helping you find the best way forward. We are also a part of many banks and lenders; thus, we provide you with steps to access the best finance for your project from potentially all different institutions.

7. Post-Merger Integration

A successful merger or acquisition is not only a matter of completing the documentation. We also give post-merger help so the process may flow without any problems. This means bringing teams together, harmonizing financial operations, and making sure that the merged company is on the right path to meeting its financial and operational goals.


Why M&A Matters to Your Business

Mergers and acquisitions are great instruments for business expansion. They might help:

  • Expand Market Reach: By means of a merger, your organization will be able to penetrate the target market without the initial setup, benefiting from all the features and the name the acquired company has built.
  • Gain Operational Efficiency: Often, combining the operations will bring along cost savings and increased productivity. The operations performed through M&A would often be engaged in saving costs, reducing redundancy, and consequently increasing profitability.
  • Access to New Capabilities: A recent merger or acquisition will allow you to possess capabilities to develop innovative technologies, acquire new skills or use patents that bolster your company’s core activities.

Working with a Merger and Acquisition Consultant

If you are thinking about merging or acquiring, getting a qualified merger and acquisition consultant to work with can bring a huge difference in making the process a success. We realize this is a very crucial situation and we are determined to guide our clients to the best possible solutions that are genuine, clear, and practical.

Below are some practical suggestions if you’re thinking of M&A:

  • Know Your Objectives: Identify the reasons for your M&A initiative. Whether it is due to growth, diversification, or hiring of talents, the knowledge of “why” will be your guide to one of the main steps.
  • Conduct Thorough Research: The whole idea of looking only at the financials is shallow. Gather knowledge about the culture, customer base, and operations of the target company.
  • Focus on Integration: Many mergers fail because of poor integration. Bring the integration to the fore by making a plan even before the agreement is inked.

How Wasserman CPA Can Help

With over 30 years of practical know-how in the field, Wasserman CPA is your preferred partner for mergers and acquisitions advisory. Our comprehensive method which includes detailed financial analysis, strategic foresight, and post-deal support, makes sure your M&A transactions are smooth in every respect.

We help business owners and decision-makers achieve their goals through a structured M&A process that minimizes risks and maximizes the potential for success. Whether you are buying, selling, or merging, our M&A consulting services are designed to deliver results that matter.

Ready to discuss how we can assist you in achieving your business goals through mergers and acquisitions? Contact us today to schedule a consultation with our experts and take the first step toward a successful business transformation.

OUR CLIENTS

CLIENTS THAT TRUST OUR SERVICES


Marc has been both my business and personal accountant for several years. During this time I have had a number of small businesses and bought and sold real estate. I know that I can rely on Marc to do the best possible job for me in any financial situation.


JEAN WILCOX



HAVE A QUESTION?

Please fill our short form and one of our friendly team members will contact you back.

    By signing up, you’ll receive occasional emails with updates and special offers. You can unsubscribe anytime.

    X
    NEED HELP?