Our service approach is very simple – it is based on the theory of quality service, staffed with experienced people, at a fair fee. Our clients are focused in service, manufacturing, telecommunications, real estate and distribution and range from small privately held family businesses to the largest publicly traded entities – with both domestic and international operations.

Business Succession and Acquisition Services

Succession Services

70% of all businesses do not make it beyond the founder and 90% do not make it to the third generation—mostly because they lack a well thought succession plan. Don't let your company become a statistic. Insero & Company's Business Succession and Planning Group will help you build a succession plan now to ensure your company's strength in the future.

We established this group to assist our privately held and family business clients with the process of buying and business or transitioning ownership of an existing business to another party. It's never too early to get the expertise and innovative solutions you need to overcome potential pitfalls. Talk with one of our dedicated professionals to learn more about how we can help you with the following:

• Owner and/or management succession planning
• Estate and tax planning
• Business valuations
• Assistance with buy/sell agreements
• Business and strategic planning
• Financing arrangements
• Deal structuring for favorable tax and financial consequences
• Negotiation assistance
• Wealth management
  

Acquisition Services

Many of our clients have turned to business acquisitions to help their business grow and remain competitive. Our professionals can assist you with a variety of acquisition services including:

• Purchase price deal negotiation assistance
• Deal structuring for favorable tax and financial consequences
• Financial statement modeling and projections
• Financing assistance
• Agreed upon procedures reports
• Due diligence
• Business valuations

To learn more about how we can help contact us today.

Audit & Accounting | Tax | Outsource | Employee Benefit Plan Audits | Wealth Strategies | Enterprise Risk Management
Business Succession | Business Valuation | Recruiting for Accounting Professionals | Download Insero Brochure