Sell-Side M&A Advisory

Start planning the sale of your business before buyers enter the room to shape the transaction on your terms. AAFCPAs’ tax‑efficient, owner‑centered guidance helps owners create leverage before a process begins—and protect it through closing.

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M&A Readiness and Deal Support

End-to-End M&A Transaction Support for Business Owners

Selling a business is rarely a single event—it’s a process that starts well before a buyer appears and continues through diligence and closing. AAFCPAs supports business owners end to end, helping identify and engage the right buyers and advisors, evaluate deal terms in after-tax dollars, and maintain leverage as negotiations evolve. With early planning (recommended at least six to eighteen months ahead), we help identify tax, financial, operational, and legal considerations that could surface later as surprises or re-trades—so the business is positioned for a smoother sale and an outcome that reflects your priorities.

Strategic Deal Planning and Advisor Coordination

A successful transaction requires the right team, timing, and structure. AAFCPAs helps business owners evaluate potential paths to market, coordinate with key advisors, and understand deal terms through an after-tax lens. By aligning tax, financial, operational, and legal considerations early, we help owners make informed decisions before negotiations accelerate.

Pre-Sale Transaction Readiness and Risk Assessment

AAFCPAs helps owners take control early, often months or years before a buyer appears. Many business leaders—founding entrepreneurs, multi-entity owners, and family-owned companies—discover too late that gaps in reporting, unclear accounting practices, or unaddressed risks erode leverage and value. We help you identify and address these issues on your timeline before they surface in diligence, so you shape the story, preserve leverage, and avoid value erosion during negotiations.

Quality of Earnings Lite and Buyer-Ready Financial Reporting

Clear, supportable financial reporting helps buyers evaluate the business with greater confidence. AAFCPAs presents internal records in a manner that is accurate, consistent, and aligned with buyer expectations. Planning typically begins six to eighteen months in advance to prepare financials, coordinate with advisors, and address issues that could affect valuation or diligence. Our Quality of Earnings Lite analysis helps reduce uncertainty and keep the transaction moving forward.

Exit Planning and Wealth Strategy

Exit Planning for Value and Personal Outcomes

Transactions are most successful when aligned with both business and personal goals. Early tax and personal financial planning—including entity restructuring, ownership alignment, and strategic gift and estate planning—clarifies what an owner will actually retain, not just the sale price. We identify potential tax traps embedded in deal terms, from earnouts to allocations, helping prevent surprises that could erode proceeds.

Our owner-centered approach integrates wealth, estate, and post-close planning, recognizing that a transaction affects families, succession, and long-term security—not just liquidity. By working alongside legal counsel, investment bankers, and existing advisors, we strengthen your position without disrupting your team. We address compliance gaps, clarify working capital, and review personal expenses embedded in the business to reduce uncertainty. This level of early preparation and strategic guidance helps owners take control, gain clarity, and achieve outcomes aligned with both business value and life’s work.

Advisory Leaders

Meet AAFCPAs’ Advisory Leadership.

Richard Weiner

Richard Weiner, CPA, MST, CM&AA

Tax Partner

Lipof, Ron

Ronald C. Lipof

Partner, Transaction Advisory & Cannabis

Destiny J. Flood, CPA

Partner, Commercial Outsourced Accounting & Fractional CFO

Feeley,Emily

Emily Feeley, CPA, MBA

Director, Transaction Advisory Services

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Every situation is unique. We look forward to speaking with you to determine how we may best solve your needs.

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