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Services

Mergers & Acquisitions

Whether you’re a buyer or a seller, we’ll help you identify both risks and opportunities as you journey into new waters.

With proactive and insightful planning, our transaction advisory team is ready to guide you along a coordinated, strategic approach to meeting your transactional and business needs. Our multidisciplinary team of merger and acquisition advisors has navigated through numerous transactions. We will be with you through every stage of your acquisition, merger, or sale to ensure you avoid common pitfalls, are transaction ready, and maximize your opportunities.

Delap Merger & Acquisition Services

  • Acquisition risk assessment
  • Quality of earnings studies
  • Tax attribute studies and consulting
  • Analysis and structuring of taxable and tax-free acquisitions and reorganizations to minimize risk and maximize available tax benefits
  • Tax and financial due diligence services
  • Financial statement assurance services
  • Transaction readiness assessment
  • Structuring and reverse due diligence to assist in preparing for the sale of a business
  • Personal goodwill planning and structuring
  • Negotiation assistance
  • Financial modeling to assist in making critical business decisions
  • Post-transaction tax integration services
  • Income tax provision ASC 740 (fka FAS 109) advisory services
  • State and local tax (SALT) reviews
  • Succession planning for family owned and closely held businesses
  • Post-closing transaction accounting assistance

Meet Our Leaders

Joe Sullivan

Joe Sullivan

Partner | CPA | CEPA®

Dave Delap

David G. DeLap

Partner | CPA | CEPA®

Robert Wolfer

Robert J. Wolfer

Partner | CPA

Casey Devine

Casey Devine

Senior Manager | CPA | CEPA®

brady dixon, cpa

Brady Dixon

Senior Manager | CPA | MBA

Jill Tichenor

Jill Tichenor

Senior Manager | CPA