Mergers & Acquisitions

M&A Advisory Services Designed for Strategic Growth or Exit

Whether you’re exploring acquisition opportunities or ready to sell and transition your business, Berndt CPA provides clarity, confidence, and experienced support.

We work closely with business owners, boards, and stakeholders to ensure transactions are financially sound, tax-efficient, and strategically aligned with your future vision.

Acquisition & Exit Strategy Development

Define clear objectives for growth or ownership transition and align the plan with market conditions

Target or Buyer Identification

Identify and evaluate the best-fit acquisition targets or qualified buyers based on your industry and goals

Business Valuation Collaboration

Work with trusted business valuation partners to establish a fair market value and identify key value drivers

Transaction Structuring

Design the optimal deal structure—whether it’s an asset purchase, stock sale, or hybrid—to maximize after-tax value

Deal Negotiation

Support you at the table with deal terms, purchase agreements, and negotiation strategies

Due Diligence Support

Perform or assist with thorough due diligence to evaluate risks, uncover red flags, and confirm financial details

Why Choose Berndt CPA for M&A?

Strategic Buy-Side and Sell-Side Support for Key Industries Across the Region

At Berndt CPA, we provide comprehensive mergers and acquisitions (M&A) advisory services for businesses. Whether you’re acquiring a competitor, merging for growth, or preparing to sell your company, we guide you through the complexities of every step, from strategy to closing.

With deep financial, tax, and strategic expertise, Berndt CPA acts as your trusted advisor during one of the most critical decisions in a company’s lifecycle. We bring broad insight and transactional experience, helping you maximize value and minimize surprises wherever you do business.

Who We Help

Our M&A services are built for small to mid-market companies throughout Southern Wisconsin and the United States, including:

Let’s Talk About Your M&A Goals

Serving business owners and executives throughout the region and the country
Backed by CPAs and advisors experienced in real-world M&A execution
Industry-specific knowledge and strategic support throughout the transaction lifecycle

Request a Consultation and discover how Berndt CPA can help you buy, sell, or merge with confidence.