Transactional Services
We counsel you and act on your behalf.
Your expertise is the business.
Ours is facilitating a successful transaction.
The purchase or sale of one of your largest lifetime assets, your business, is not an everyday transaction and perhaps you have never done this before, but we have. We’ve guided many potential and existing business owners through their business transaction and have established relationships with trusted business valuators, corporate commercial lawyers and lending relationship managers. Our knowledge and reputation, along with our ability to assist in negotiating a fair deal, helps the process go smoothly.
With a long term focus and over 25 years of experience, Ward & Uptigrove surrounds you with a team of advisors and we guide you through the transaction.
Trusted Advisors
We know our clients and their business. With over 25 years’ experience in transactional services, our transactional team brings depth and expertise. We work at the speed of the deal, maintain confidentiality and are dedicated to supporting clients during the buy or sell of their business.
Integrated Services to Fine-Tune the Deal
Our team of experts come together to offer strategic services when you need it.
- Accounting expertise to review terms, provide due diligence and negotiate on your behalf.
- Tax experts to optimize and structure for tax efficiency.
- HR Consultants to help buyers ensure a smooth transition of employees.
- Wealth Management experts to assist sellers with succession and financial planning.
Simplified Tax Strategies
Our progressive tax planning and experience in optimizing corporate structures and individual taxation, allows us to:
- Effectively structure asset or share purchases, while ensuring purification requirements are met.
- Minimize taxation, efficiently plan for utilization of capital gains exemptions and increase cash flow.
- Optimize wealth transfer.
Long Term Focused
We care and advocate for you during negotiations, reviews, legal agreements and financials.
- Delivering on post transaction objectives
- Compliance accounting for buyers, helping to achieve success in their new business.
- Wealth management for sellers, coordinating efficient tax strategies.
Time and Fee Management
With our experience, we can moderate the process and efficiently manage the ins and outs, foreseeing and mitigating common issues that can unknowingly add time and fees.
“We needed an accounting firm who could provide a suite of professional services. From everyday accounting services and HR solutions to succession planning and long-term financial advice, Ward & Uptigrove met every one of our requirements.”
– Steve Meulensteen, President, Meulensteen Tire and Auto Service
Why work with Ward & Uptigrove?
Dedicated & Timely Support
Long Term & Client Focused
Advocate a Fair Deal
Save Time & Money
Streamlined Steps
Experience & Knowledge
Buying or selling a business should be a rewarding experience that is positive and memorable.
Once a buyer and seller have connected, your Accountant is the next logical contact. Trust us to quarterback this transaction for you with experience and knowledge that can streamline the process.