Merger Services

The term “merger” is applied to a wide range of business structuring alternatives but in most cases, it offers a powerful set of tools to bring two or more practices together to create synergies and options that did not previously exist. Whether merging small into large, young into old, or a group into a single, sustainable enterprise, this strategy can reshape your future.

Our team provides valuation support, including a full range of business appraisal services, deal structuring expertise, cash flow analysis, customized documentation, seller financing and bank financing support, equity structuring, ownership level compensation structuring coordinated with relative equity positions, tax strategies, post-closing continuity and succession planning, and even post-closing mediation if needed—all on a predictable and manageable flat-fee basis. The result is a coordinated team that works together, side-by-side, throughout the entire merger process and with all merger parties.

We continue to utilize our non-advocacy approach throughout the merger process because a successful merger requires that all merger partners leave the closing table as cordial and collegial business partners; everyone must work together starting the very next day. Our non-advocacy process keeps the transaction on-schedule and on-budget.

Throughout this process, we utilize multiple professional skill sets, including:  

  • A qualified and credentialed valuation analyst.
  • An experienced consultant or intermediary.
  • A cash flow/compensation analyst.
  • A tax professional.
  • An M&A attorney.

FP Transitions provides or coordinates all of these functions and roles with a team of 60+ professionals dedicated to the financial advisory industry.