Mergers and Acquisitions

Representing Buyers and Sellers of Privately Held Middle Market Businesses

At Davie Kaplan we recognize that the sale of a business is an emotional, time consuming and technically complex transaction. By relying on our experience, business owners will be relieved of many of the burdens and pressures associated with a sale by allowing our firm to help maximize shareholder value and bring a seasoned, objective perspective to the process.

Maximizing Owner Benefits

Davie Kaplan’s role is far more than acting as a simple intermediary. We are involved from the outset-from clarifying the buyer’s or seller’s goals through closing the transaction. We can provide comprehensive management of the entire process or handle specific areas of the transaction. Among the services we provide are due diligence work, assisting management teams in management buyouts, and the drafting of buy/sell and deferred compensation agreements to ensure business continuity and the retention of key personnel after a sale has been completed. And of course all strategies are structured with the goal of minimizing our clients’ taxes.

Related services offered by Davie Kaplan that comprise a comprehensive approach to assist you in running your business include:

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Coronavirus: We're Here to Help

Davie Kaplan, CPA, P.C. is dedicated to our Davie Kaplan family and our clients as we all face this COVID-19 Coronavirus Pandemic together. The link below will take you to our compilation of COVID-19 related information in order to assist you and provide additional resources and insights. As new information emerges we will continue to update these links. Please contact us directly with questions, and stay safe and healthy!

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