Zepponi & Company provides advisory services for merger and acquisition transactions, as well as corporate finance matters. Our clients typically meet either of the following criteria:
- Annual revenues exceeding $5 million
- Asset base of at least $10 million
Proper advising on merger and acquisition transactions requires diligent planning and creative transaction structuring in order to maximize value. We invest the time required up-front to understand a client’s business, identify and articulate growth opportunities, and properly position the business for a transition. Our clients have the benefit of tapping into a vast network of seasoned industry resources, including tax, legal and wealth management advisors, to assist in the transaction planning and execution process.