Deal Team

M&A Deal Team

An efficiently functioning M&A deal team supports lower middle market business owners in determining the goals and objectives of the transaction, organizing the transaction, planning and implementing the transaction process, and maximize the deal value before a transition take place.

Our professional deal team is here to help you with any questions or concerns. Learn more about how the M&A deal team can advance your rate of success.

Taxes are complicated. Business valuations are necessary, a plan is a guide to success, and a deal team put together the ultimate exit transition strategy.

Violetta

Mrs. Terpeluk has a comprehensive and client-centric approach to financial planning is dedicated to helping you sustain and benefit from the wealth you’ve built when work becomes optional. We work with you to develop and implement customized strategies to help preserve and protect your wealth and not only to cover the essential expenses when you retire, but also to ensure your lifestyle.
Let's be part of your deal team
Edward

Mr. Cotney, a seasoned National Tax Strategist, Family Wealth Counselor and Certified Exit / Succession Planner, I help your legal, accounting, investment, and insurance advisors map out a path that:
1. Establishes a clear course to reduce or eliminate multiple layers of tax.
2. Identifies the milestones in a sound transaction or exit / succession strategy.
3. Clarifies the most advantageous timing for each leg of your wealth building journey.
Let's be part of your deal team

How To Get Started

1 Fill in the form

Complete the questionnaire so we know some basic details about your company, and get a detailed understanding of what you're looking for.

2 Get an invite for a call

Once you submit your form, we will invite you within a 24 hours period to schedule a call on Calendly so you get to pick the best time that works for you.

3 Bring your questions

Tell us more about your background, what are your pain points, have you thought of selling your business, do you want to know how much does your business is worth, do you want to know about taxes and their implications, are you curios about a transition plan, and many more that you can bring along the 30 minute call.

4 Get a customized transition plan

Our deal experts will review all the information you submit in order to create a plan that works with achieving your goals and needs.

Interested in setting up an exit or transition plan?

Many retiring business owners looking to exit their business ownership, but without an exit or transition plan. This leaves the company to be valued less than it is expected. It is never too late to start on maximizing your business value.

Exit At The Maximum Price

SBA 7 (a) Financing

Is your lower middle market business looking for a loan?

The SBA offers financing options that can help you grow and expand..

learn more about how they work by contacting our team today!

JP Prinz

JP Prinz has almost 25 years of SBA experience helping small businesses realize financial success. JP started his career as an underwriter for a national non-bank lender similar to Fund-Ex Solutions Group and went on to work at a wholesale 504 lender. His Business Development career started at a local Houston bank, but JP quickly went back to his roots working at national lenders. His experience in both 504 and 7(a) lending as well as underwriting gives him a holistic perspective and unique insight on the SBA lending process.

I Need Help With An SBA Loan Application