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Our Approach

SD Mayer’s M&A Advisory team takes the time to make sure that your mergers and acquisitions are successful, with the right terms for the right reasons. We understand each client’s key transaction objectives, which help us design an accounting and tax solution specific to your situation. We have the expertise to handle the most complex purchases, reorganizations, joint ventures, divestures, spinoffs or buyouts. We frequently handle transactions for family-owned or closely-held businesses, seeking to maximize after-tax benefits. We can coordinate services across our various teams, including our estate planning team, to identify and address wealth transfer issues early on, and communicate throughout the entire process.

Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

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