DMJ Services

We deliver each of our services through a team of financial professionals who adhere to the highest standards of our industry. And when you become a DMJ client, everyone on our team works for you.

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DMJ Services

We deliver each of our services through a team of financial professionals who adhere to the highest standards of our industry. And when you become a DMJ client, everyone on our team works for you.

Merger & Acquisition Services

Upcoming Events

Jul 11

Accounting Office Hours at HQ Greensboro

July 11 @ 3:00 pm - 5:00 pm
Greensboro NC
United States

For nearly 70 years, DMJ has been serving the financial services needs of privately-held companies across North Carolina and throughout the southeast. We understand the accounting and tax issues that companies face when a transition occurs, especially in the event of a merger or acquisition. Being prepared with tax planning strategies and consulting is beneficial to maximizing value and minimizing any unforeseen surprises.

At DMJ, we often get intricately involved in structuring the sale of privately held companies.  While the sale of a privately held business will involve many different professional advisors, our preference is to be the “Quarterback” of the process, keeping everyone moving forward an in the same direction.

We can help from the initial valuation process to achieve the most tax efficient structure of the sale and coordinate with other professional advisors involved.

In an M&A engagement, DMJ trusted advisors can assist companies and their owners with:

  • Succession and Exit Planning
  • Due Diligence
  • Deal Structure
  • Entity Selection
  • Financing Alternatives
DMJ’s Experience in Sale and Merger of Privately Held Companies

Below are a few examples of these types of engagements that we have worked.

  • Advisors on the structure of the merger of a utility contractor with revenues in excess of $100 million;
  • Advisors on the acquisition by a Greensboro distributorship entity on the structure of the acquisition of a Florida entity as a subsidiary with combined revenue of $100 million;
  • Handled the structuring of many mergers of medical practices to achieve economies of scale dealing with managed care contracts and employee benefits;
  • On a smaller scale, we have handled the structure of the sale of local real estate agencies to larger entities;
  • We have negotiated on behalf of our clients and assisted with the structure of the acquisition of their entity by a publicly traded company

To learn more about some of the typical steps in the sale of a privately held company, click below.