Our 150-day transaction process keeps deals from falling apart. Excess time kills many transactions. We employ a “Shark Tank” analysis, asking the right questions to generate a deep dive into the strengths and vulnerabilities of your company. This approach yields answers that prepares management for the diligence ahead, keeping positioning on track.
The “RIGHT” buyer is one that wants or needs your company strategically, not one simply looking for an opportunistic acquisition. What ultimately sets us apart is our ability to identify these buyers early and engage them in a competitive bidding process. Broad auctions cast a wide net that can lose many of the best buyers, wasting time sifting through unqualified ones and risking confidentiality. Our job is to drop a targeted net into the “RIGHT” buyer pool facilitating a match with those who want and need you the most.
Ascend’s process generates the highest valuation and best after-tax proceeds possible. Our extensive CPA experience allows us to maximize EBITDA add-backs, structure the deal advantageously, while also negotiating beneficial working capital and rep and warranty provisions. This adds to value, minimizes risk and maximizes the overall proceeds for the clients we serve.
Merger and Acquisitions, Value Build Advisory, Special Situations
M&A and Advisory Engagements
Years track record
Locations throughout the US
“Approximately 100 days from the time we signed with Ascend, we had a completed deal at an incredible valuation. Ascend was there every step of the way to help make this happen.”
“The private equity they found to acquire us was awesome!”
“Mike’s CPA and M&A firm worked with us for over 30 years. During that period of time they helped us with financials, tax and business advisory, which allowed us to build a successful company that we could exit and let our children run, so that we could enjoy the retirement we hoped for.”
“Mike worked with us for over 20 years as our CPA and board business advisor helping us navigate through all the challenges, both good and bad, that occurred during that time frame. Without his financial, tax and business guidance, we would have never been able to achieve what we did, growing our company to $40 million at its peak.”
“The team from Ascend partnered with our company for over 10 years while we built our franchises from less than 100 to over 1000, which led to an eventual sale to Kahala Corp. They were a tremendous asset helping us structure financially in order to accomplish this growth."
“Mike and his team helped us in all aspects of our business from the financial structuring of the company to exploring alternative revenue streams and assisting with the structuring of our management team. Because of them, our company was able to succeed in ways I didn’t dream possible, all the way through our eventual exit.”
“The team at Ascend was there for us for everything from financial, strategic and M&A advisory for over 10 years. We could not have achieved the things we did, both from a company success or exit strategy perspective without them.”
“As the economy was approaching the biggest recession of all time, Ascend positioned our company and executed a transaction that amazed me, especially after the devastation of the marketplace. Talk about timing is everything….we were either going to walk away with a lot, or nothing. Ascend allowed us to walk away with a lot.”
“Ascend found us the right investor with both the financial means and industry knowledge necessary to help us take our company from less than 100 franchises to almost 500 in just over two years. We were not only able to achieve our ultimate growth expectations, but our quality of life was so much better with this investor and their teams support”
“Ascend obtained a valuation that was 50% higher than the offers we were receiving on our own and help us complete a transaction with an incredible buyer in four months from start-to-finish.”
Ascend always looked out for our interests which made us both big time winners!”
“Ascends accounting expertise was a life saver getting us through the financial due diligence requirements of our transaction. They worked daily with us for months guiding and reviewing our work to ensure it work get through the Quality of Earnings process, and it did!”
“With Ascends help and guidance, we were not only able to obtain a mind-blowing sales price, but they worked with us daily to manage the intense due diligence process and bring the deal across the finish line. There is “NO” way this deal gets done without them.”
Ascend helped us take our valuation from under $7 million to a successful sale of $18 million in one year!”
Once we made the decision to sell, Ascend completed our transaction in 75 days and obtained a large second bite of the apple!”