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Sunset Sailboats

Mergers, Acquisitions &
Succession Planning

Whether you're looking to acquire or be acquired, or exploring the possibility of joining two existing companies to create an entirely new one, we can help

With intimate knowledge and experience with M&A and succession planning for clients across industries,

our team can help successfully navigate this significant change to your business.

Our team is ready to provide the strategic services and counsel you need to make the best deal possible for your business.

Mergers & Acquisitions Services

  • Develop M&A terms and conditions

  • Identify and assess M&A risks and contingencies

  • Develop a comprehensive and strategic M&A strategy

  • Post-merger transitionary advisory services

  • Assisting with M&A negotiations

Succession Planning


Often times M&A activity results in executive changes and revised leadership roles. The impact on your company’s bottom line can be significant.

Whether a result of a merger, retirement, another job, or unforeseen circumstances, you must be prepared to handle the transition of a critical executive to protect your company’s future. Anyone in a leadership role, who drives the direction of your organization, and manages and influences your team, must have a succession plan in place.


It’s never too early to consider what such a transition may look like!


We have  helped dozens of companies plan for—and manage—key employee and ownership transitions to eliminate the tension and financial uncertainty that often comes along with the succession process.

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