Merger and Acquisitions CPAs

Our team of financial professionals adheres to the highest standards of our industry and delivers the highest quality work. When you join DMJ & Co., PLLC, each person on our team works for you.

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Merger and Acquisitions CPAs

Our team of financial professionals adheres to the highest standards of our industry and delivers the highest quality work. When you join DMJ & Co., PLLC, each person on our team works for you.

Our Services

Merger and Acquisition Consulting Firm

A well-planned merger or acquisition (M&A) can accelerate financial success and provide access to new markets, technologies, skills, and resources. Working with DMJ’s experienced merger and acquisition consulting firm will maximize value and minimize any unforeseen surprises.

DMJ & Co., PLLC. is a merger and acquisition consulting firm with the experience and expertise necessary to help you conduct a successful transition. M&A can be a complex undertaking and privately-held businesses will need a professional mergers and acquisitions CP to help you analyze, negotiate, close, and execute deals to reduce any risks.

Our merger and acquisition consulting firm can help with the initial valuation process to achieve the most tax-efficient structure of the sale and coordinate with other professional advisors involved.

How Our Mergers and Acquisitions CPAs Promote Success

For more than 70 years, DMJ & Co., PLLC 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.

Our mergers and acquisitions CPAs 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 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

DMJ’s merger and acquisition consulting firm can offer the following services consulting with management and leaders on the buying, selling, or merging of companies:

Merger and Acquisition Case Studies

Below are a few examples of the work our mergers and acquisitions CPAs have performed:

  • Advised on the structure of the merger of a utility contractor with revenues in excess of $100 million
  • Advised 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
  • Handled the structure of the sale of local real estate agencies to larger entities
  • Negotiated on behalf of our client to assist with the acquisition of their entity by a publicly traded company

Partner With Our Merger and Acquisition Consulting Firm

A successful merger or acquisition can help your business reach new heights of success and the experienced guidance of a top-notch merger and acquisition consulting firm will ensure a successful transition.

If you’re looking to buy, sell, or merge your privately held company, DMJ can guide you towards the most advantageous business decisions. Contact us to consult with our mergers and acquisitions CPAs and learn how tax planning strategies can be beneficial in maximizing value and minimizing any unforeseen surprises.

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