Improve buyer confidence and optimize the value of your sale
Sellers have a lot to do before they’re ready to take their company to market. And the right approach is critical. That’s where Wipfli comes in. Our seasoned sell-side advisors have helped many companies and individuals navigate a sell-side M&A.
Why Wipfli?
Using a high-touch, tech-forward and phased approach, we deliver comprehensive consulting and analysis from the first indication of interest (IOI) and letter of intent (LOI) through buyer diligence to the closing of the sale. We help you assess your risks and identify areas of improvement so that you can increase your company’s value. We also ready your team for the sales process by performing sell-side due diligence — helping you avoid surprises during the buyer’s due diligence and expediting the sale to a successful close.
How we help you
Whether you’re ready to sell now or next year, it’s important to know your worth. Let Wipfli assist you with your transaction readiness.
Our pre-transaction advisory services include:
- Business valuation
- Transaction strategy planning and development
- Transition planning
- M&A tax strategy
- Outsourced accounting and staff augmentation
- Quality of earnings (QoE)
- Quality of assets and net working capital
- Cybersecurity due diligence
- Quality of data (e.g., data and IT due diligence)
- Culture and people due diligence, including Predictive Index, performance and management assessments
- Quality of revenue (e.g., customer due diligence)
- Tax due diligence (federal, SALT, international and cross-border)
Let us help your organization get ready for due diligence. We assess risks, identify areas of improvement and recommend actions to take.
Our transaction services include:
- Cohesive communication with investment bank
- Responding to buyer diligence
- Net working capital analysis
- Negotiation assistance
- Legal agreements review
Once your transaction closes, Wipfli’s experienced accountants and tax advisors are here for you.
Our post-transaction services include:
- ASC 805 valuation
- Post-close outsourced accounting and tax services
- Strategy development for data integration
- Data and systems management
- Accounting, operating and CRM systems upgrade and data migration
- M&A dispute resolution and consulting
- Independent third-party arbitration
- Annual financial statement audit
- Annual attestation services
- Annual tax compliance
Our team
Michael L. Vaccarella
Leveraging nearly 20 years of public accounting experience, including over 10 years specializing in mergers and acquisitions, Michael is a leader in Wipfli's private equity services practice. As a leader in the transaction advisory services, he provides and coordinates buy-side and sell-side transaction support and consulting for closely held corporations, family offices, and private equity funds and their portfolio holdings.
Colin Johnson
Colin Johnson is a director with over 15 years of investment banking and consulting experience. He has advised on more than $1B of transactions across the manufacturing and distribution, product engineering and design, software as a service (SaaS), health care and market research industries. Colin focuses on advising private middle market companies and their shareholders on mergers and acquisitions, valuation, transition, and strategic planning matters.
Ben Smith, CPA, ABV
Ben Smith provides advisory services to middle-market, closely held clients in a variety of sectors, including high-technology, manufacturing, and distribution. He specializes in financial reporting and analysis, financial and tax due diligence, and quality of earnings studies.
Kevin Janke, CPA, ABV
Kevin Janke has spent over 20 years assisting clients to acquire a business or to sell their closely held businesses. His time is spent exclusively doing business sell-side brokerage, buy-side brokerage, valuation, and related engagements. Kevin is highly sought after for his easy-going demeanor and technical skills.
Paul D. Ouweneel, CFA, CPA, ABV, CFP
Paul specializes in the valuation of businesses and intangible assets as well as sale and purchase transaction support for companies in a variety of industries.
