Mergers and Acquisitions

There are many challenges and moving parts to a successful merger or acquisition

Whether or not you’re looking to buy or sell your business, there may come a time when a merger or acquisition strategy makes sense for you. As a business owner knowing your options is important. At a basic level, an M&A transaction involves combining accounting, legal, operational, HR, marketing, and financial activities of two organizations in a manner that delivers the right benefits to the right organizations at the right time in their business life cycle.

Businesses or organizations will seek a merger or acquisition for purposes ranging from enhancing shareholder value to gaining and maintaining a competitive edge. Some companies pursue an M&A strategy to secure access to new markets with their products or to sell new products to their existing customer base. Regardless of the strategic reason, the path to a successful merger or acquisition is long and complicated.

Among the challenges:

  • Identifying growth opportunities in business or service lines
  • How to identify merger or acquisition candidates meet strategic financial growth objectives
  • Creating a framework and decision-making process for assessing whether the case for a proceeding with the merger or acquisition has merit
  • Assessing industry trends relative to M&A to get perspective on pressures, problems, and opportunities in the industry
  • Ensuring a complete and comprehensive due diligence process and comprehensive review of a merger or acquisition target entity to get hard facts, insights, and a full understanding of issues, opportunities, and risks associated with the transaction.
  • Understanding and planning for surmounting legal and regulatory challenges
  • Understanding and committing to tough operational changes required to achieve the benefits or the merger or acquisition
  • Understanding the HR implications of the merger or acquisition

If you are considering a merger or acquisition, please contact Curtis Dean, CPA, MST, CGMA, Merger and Acquisition Team Leader, using the fillable “Contact Us” form on this page.


With an eye toward minimizing risk and maximizing tax advantages, business owners in mergers and acquisitions mode have asked for help in the following areas:

  • Acquisition risk assessment
  • Analysis of quality of earnings (EBIDTA)
  • Analysis of target working capital
  • Business valuation & purchase price options
  • Coordination with attorneys, bankers & others
  • Financial, earnings quality, tax, and reverse due diligence
  • Estate tax planning
  • Evaluation of entity structure
  • Financial modeling to assist in making critical business decisions
  • Negotiation assistance
  • Personal goodwill planning and structuring • Preparing your business for sale
  • Purchase price and equity-related allocations
  • Retirement planning & wealth management
  • Review of tax implications
  • Tax-efficient reorganization strategy
  • Transaction agreement analysis


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    Walt Hill – High Plains Mental Health Center

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Mergers and Acquisitions Team Leader:

Curtis Dean, CPA, MST, CGMA

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Auditors | Accountants | Consultants | CPAs – Adams Brown is a Certified Public Accounting firm serving high net worth individuals and businesses across the central United States, including Kansas and Arkansas offices in Wichita, Kansas City, Great Bend, Colby, Hays, McPherson, and Jonesboro (AR). The firm provides a variety of tax, audit, consulting, and advisory services to guide businesses toward their goals.  Key industries served include agriculture, construction, government municipalities, professional services, and manufacturing.  To help businesses recover from the COVID-19 pandemic, we provide a variety of consulting services including outsourced accounting, cash flow planning, and comprehensive tax review.