M&A Advisory Services

Strategic deal-making expertise to drive growth, value, and success.

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Expert Guidance for Seamless Mergers & Acquisitions

Maximizing value and minimizing risk in every transaction.

Our M&A Advisory Services provide strategic planning, financial analysis, and due diligence support to ensure smooth and successful transactions. Whether you’re preparing to sell, acquire, or merge, our expert team helps you navigate the complexities of deal structuring, valuation, and integration—maximizing value while minimizing risk.
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M&A Strategy & Transaction Planning

Develop a clear roadmap for mergers, acquisitions, and divestitures, aligning financial goals with long-term business objectives.

Financial Modeling & Valuation Analysis

Leverage sophisticated financial models to assess company value, growth potential, and investment risks for smarter deal-making.

Due Diligence & Risk Assessment

Conduct comprehensive due diligence to evaluate financial, legal, and operational risks, ensuring informed and confident decisions.

Strategic Mergers & Acquisitions Solutions

Deal Structuring & Negotiation Support

Optimize deal terms, financing structures, and tax strategies to maximize returns while minimizing liabilities and complexities.

Post-Merger Integration & Transition Planning

Ensure a seamless transition with expert support in operational alignment, financial consolidation, and cultural integration.

Exit Strategy & Succession Planning

Prepare for a profitable and strategic business exit with tailored succession plans and valuation-driven exit strategies.

Our Commitment to M&A Success

We provide strategic M&A advisory services that help businesses successfully navigate mergers, acquisitions, and divestitures. From initial strategy to post-transaction integration, our expertise ensures that every stage of the deal process is optimized for success. With a forward-thinking approach, we help you mitigate risks, maximize value, and achieve your financial objectives with confidence.
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Exclusive Business Tax Solutions Opportunities

Our Business Tax Solutions help organizations navigate complex tax regulations, reduce liability, and identify savings opportunities—all while staying compliant and audit-ready.

Business Tax Services

Our Business Services

Providing tailored financial solutions to support your goals and enhance your financial future.
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CAAS

Streamline accounting and drive financial success with expert CAAS solutions.

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Business Tax

Comprehensive strategic tax planning. Minimized liability, seamless integration of services.

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FP&A

Optimize financial strategies and drive success with expert FP&A solutions.

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M&A Advisory

Strategic transaction guidance. Critical expertise to retain the most out of
your transaction event.

Your Future is Our Priority

Our team of professionals work together seamlessly to help ensure the
success of our clients. When our clients do well, we celebrate with them,
and when times are tough, we jump in the trenches and work shoulder-to-
shoulder to find solutions and navigate through the difficulties together.

Bill Clement, CPA Managing Partner

Your Future is Our Priority

At SFP, we believe true partnership goes beyond the numbers. Our dedicated team of professionals support our clients through every financial milestone, providing guidance and expertise at every step. We take pride in our commitment to their success.

Shaun DaCunha, CPA Managing Partner

Interested In Learning More?

Our team is available to support your needs so you can get back to what you do best.

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