These are exciting areas of business development that require business owners to step outside their comfort zones. Whether acquiring a business; merging entities; or developing an exit strategy in preparation for retirement, our firm can assist in the formulation of plans that will ensure an orderly transition of control. We guide our business clients through the due diligence process, giving thorough consideration to the legal issues and tax implications of various courses of action, resulting in a transaction that is mutually beneficial for all parties involved.
Practical experience is the best teacher. Owen Lyon was formerly an acquisition officer utilizing public and private funds to acquire office buildings, shopping centers and warehouses for a nationally recognized leader in the real estate development industry. He also has been appointed by the FDIC and 288th District Court to act as receiver for a diverse group of businesses. These appointments required that 27 business ventures be managed profitably and sold to achieve the highest possible returns. In addition, several years ago our firm successfully merged with another local CPA firm; admitted a new Partner; and subsequently bought out a retiring Partner. We have made the dream of business expansion by merger and acquisition a reality in our personal experience.

Knowledge gained through our practical experience has allowed us to help numerous clients expand their businesses through acquisition and merger. In addition, we have implemented business succession plans that have produced tax- advantaged sales of business ventures to third parties and/or the transfer of family business to qualified family legacies. Our guidance is not merely theoretical; it is proven.