Mergers, Acquistions and Investments

A successful merger, acquisition or divestiture takes vision and planning.

First someone has to believe that a transaction is going to be good for your business; this takes vision. At Squar Milner we work hard to understand your businesses and help you spot the need for a strategic merger, acquisition or divestiture. Through our client base and relationships with investment bankers and other professionals, we are often able to identify potential candidates for your transaction.

Next, a team of professionals needs to be assembled and coordinated to assure that your merger, acquisition or divestiture is accomplished as planned. Squar Milner's team of professionals is ready to help you throughout the negotiation, due diligence and implementation process. For example, our audit professionals will help assure that what you are acquiring is what you thought you were acquiring by a "due diligence" designed to meet your needs, and our tax professionals will skillfully advise you on the best structure for tax minimization and/or deferment.

Finally, if you are like most smaller and mid size businesses, you need money. At Squar Milner, we will work with you to identify and secure the capital you need through our network.

If you need assistance please contact:
Newport Beach
Steve Milner
Ron Williamson