Mergers & Acquisitions

Transitioning the ownership of a business can be a challenging time, both financially and emotionally. At Hertzbach, we have assisted businesses during their times of changing leadership for over 65 years. Throughout our experience, we have become to understand that every merger & acquisition is unique. While assisting our clients as a trusted advisor and confidant, we make it our priority to understand all individual, corporate and economic goals.

During the merger & acquisition process, we are prepared to assist with the following services:

  • Maximizing shareholder value
  • Aligning all leadership goals
  • Guidance throughout the planning & transaction processes
  • Estate planning services
  • Tax planning services
  • Due diligence
  • Buyer pool assessment
  • Post-transaction planning