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SERVICESTRANSACTION ADVISORY

MMB’s Transaction Advisory Services Division is comprised of a cross-functional team of professionals with over 100 years of collective experience in mergers and acquisitions. A well- rounded group of tax strategists, valuation analysts, and business consultants collaborate seamlessly to accomplish the desired outcome for our clients. The depth of expertise within this team allows us to provide our clients with confidence they can move forward with key decisions leading to a successful future. What makes the MMB team the right fit for you? We will be there for you every step of the way…
 

Buy/Sell Planning & Strategy -

Advanced planning that positions the business to maximize value on both the buy and sell side including:
  • Determining tax implications for buyer/seller, estate, and or business itself.
  • Assessing all potential deal structure options.
  • Post-transaction services to minimize future tax implications.

Deal Negotiation and Structure -

Working together with other third-party advisors to create the best deal for our clients including:
  • Planning and preparation prior to deal.
  • Risk assessment.
  • Deal structure and negotiation.
  • Planning and executing a proper exist for the business seller (estate planning, gifting, reinvestment, etc.).

Due Diligence Support and Planning -

Quality of earnings and operations, beyond just the numbers.
  • Quality of earnings and cash flow analysis.
  • Financial and operational due diligence.
  • Review of potential capital structures.

Integration Planning and Advisory -

Supporting both pre-deal and post-deal integration efforts of the business functions.
  • Pre-deal integration analysis.
  • Post-deal integration and planning strategy.
  • Business system evaluation and integration planning.
"MMB is full of caring, smart, great leaders that have established a great culture and tone at the top for their staff. I have nothing but good things to say about MMB! They are clearly trusted, value-adding advisors for our business!"
- Rochester Client

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