For the deals that define a business.
We work both sides of small-business transactions: buying a competitor, bringing in a partner, or selling the company you built. Structure and tax drive what you actually keep, so we start there.
Selling
Get ready before the buyer calls.
- Sale readiness: clean financials, adjusted earnings and the package buyers ask for
- Structure and tax modeling: asset vs. stock, price allocation, earnouts, rollover equity
- Valuation support
- Negotiation support alongside your attorney
Buying or bringing in a partner
Know what you’re buying.
- Due diligence on the target’s books and tax exposure
- Deal structure and tax modeling
- Valuation support
- Post-close integration of the accounting function
Who leads it
Transaction tax experience, from KPMG to Main Street.
Kelly Reinhart, CPA, has structured and advised on small-business transactions since founding the firm in 2002, after tax roles at KPMG and a regional firm in Denver. The same monthly books we keep for clients often become the sale package.
About Kelly →Thinking about buying or selling?
The earlier we talk, the more options you keep. A first conversation costs nothing and commits you to nothing.