Mergers | Acquisitions | Divestment
Guiding Business Owners Through Growth, Transition & Transformation
Every business journey includes turning points—moments to grow, refocus, or realize the value of years of hard work. At The Planning Practice, David and his team specialize in helping entrepreneurs explore strategic transitions through acquisition, sale, divestment, and merger—with confidence, clarity, and purpose.
With the unique combined insight of a CPA and attorney, David and his team bring legal precision and financial perspective to each transaction, helping owners make informed decisions that align with their long-term goals.
Mergers & Strategic Alliances
Not every transition requires walking away. Sometimes, merging with another company offers the opportunity to share responsibilities, diversify risk, and build something stronger together. We advise on:
- Structural Strategy – Combining businesses without compromising identity
- Ownership & Control – Creating equitable agreements that reflect shared vision
- Operational Integration – Planning for success beyond the paperwork
David helps facilitate mergers that preserve what’s working and improve what could be better.
Strategic Acquisitions
Growth through acquisition can open doors to new customers, expanded talent, or broader market reach. David helps business owners assess:
- Target Alignment – Whether the purchase advances strategic objectives
- Due Diligence & Valuation – Ensuring the numbers match the narrative
- Transaction Structure – Choosing asset or stock purchases that fit the business model
Whether you’re acquiring a competitor, supplier, or complementary business, we guide you through negotiations and documentation to secure a successful deal.
Sales & Divestments
Selling a business—or a segment of one—is more than a financial transaction: it’s the culmination of years of effort. David supports:
- Full Business Sales – Helping owners exit gracefully and profitably
- Divestments – Identifying and selling business units that no longer serve your goals
- Tax Planning – Structuring sales to optimize outcomes
For some, it’s about cashing in. For others, it’s about streamlining and refocusing. We tailor the approach to match your intent.
Navigating the Big Decisions
Whether you’re expanding, letting go, or joining forces, these transitions are deeply personal and financially complex. David and his team are committed to providing candid advice, meticulous planning, and compassionate support through each stage of the process.
Let’s make your next move a strategic one
Let’s have a brief (and free) consult…
Contact our firm and arrange a time to sit down and discuss your business goals – whether merger, acquisition or divestment, we can point your business in the right direction
