About Us

We simplify the M&A process for businesses

Our Story:

Founded by a seasoned professional with over 30 years of experience as both a lawyer and a CPA, M&A Strategists was built on the principles of integrity, expertise, and results. Our founder’s unique background in business transactions, accounting, tax, and regulatory compliance provides clients with a comprehensive understanding of the M&A process, ensuring no detail is overlooked.

Access to a Professional Network:

In the world of M&A, connections matter. Over three decades, we have cultivated a robust professional network that grants us access to a diverse pool of verified and qualified buyers across numerous industries. This means that when you partner with us, you’re not just getting an advisor; you’re gaining access to a marketplace filled with potential opportunities tailored to your business.

Our Mission and Values:

Our mission is to empower business owners through expert M&A advisory services, while maintaining the highest level of integrity, professionalism, and client satisfaction.

Why We Stand Out:

At M&A Strategists we provided personalized services and tailored strategies designed around your unique goals together with comprehensive support from initial preparation to final closing. Our considerable knowledge and deep expertise gained over 35 years helps to optimized each sale or purchase transactions for tax efficiency, regulatory compliance and financial gain.

Ready to take the next step?

Contact us today for a confidential consultation and discover how we can help you achieve your goals.