small business owner thinking about his accounting firm

Your First Acquisition or Merger

One of the most significant Change Moments you, as a business owner, face during the life cycle of owning your business is when you decide to buy or merge a competitor into your company. Where do you start? What’s involved in the process? How do you protect yourself? 

It can be both an exciting and scary moment. The expertise and experience of your CPA advisor will be vital to a successful transaction. It is at this moment that you need to ask yourself -- how confident do you feel about your accounting firm’s ability to provide you with the right information before the deal and steer you away from surprises after the deal is done?

The Difference Is PlanningSM cannot be overstated. The due diligence process should be comprehensive. It is in both the buyer's and seller's best interest to complete due diligence in order to avoid disputes later. You will need to make decisions based on thorough due diligence, realistic financial projections, reliable valuation analyses and post-acquisition integration plans. Failure to plan and conduct detailed due diligence and a methodical risk assessment can lead to — at a minimum — an expensive decision and — at worst  — the failure of your business. 

Rest Assured

This may be your first big business deal, but rest assured Dugan & Lopatka has gone through hundreds of similar deals since 1974. As one of Chicago’s largest CPA firms and one of the only ones focused almost exclusively on small and mid-sized privately-held companies, we are committed and prepared to provide you with the financial advice throughout the transaction that will improve your chance for success.

Contact us today or give us a call at (630) 665-4440.

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By Dugan Lopatka - Accountants for Midsize Businesses in Chicago:  CPAs for Small Businesses

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Dugan & Lopatka, CPAs, PC, 104 E. Roosevelt Road, Wheaton, Illinois 60187 -MAP- T: (630) 665-4440 Fax: (630) 665-5030