We help business owners navigate the consequential decisions for their next chapter
Transition & Exit Planning
We help owners identify their readiness, set their goals, and build a comprehensive plan that addresses the financial, legal, personal, and family dimensions of a well-executed transition.
Business Valuations
Know what your business is truly worth, and plan every significant decision from that foundation. Our nationally accredited professionals deliver defensible valuations for succession, sale, estate planning, litigation, and partner transactions.
Mergers & Acquisitions
Our CPAs and team of professionals with deep investment banking experience bring operational expertise and financial rigor to every transaction, from identifying the right opportunity through due diligence, deal structuring, and post-merger integration.
What advisory work actually looks like in practice.
A fourth-generation family business, had built a strong reputation, a talented team, and a clear vision for what came next. What they needed was a growth capital partner who shared their values and could work alongside a union shop. hfco served as their end-to-end M&A advisor, managing partner evaluation, reverse due diligence, and deal structuring from strategy through close. The result was a partnership that secured the capital the company needed to expand while preserving the leadership, culture, and workforce that defined the business.
This transaction is an important milestone in our company history. We were eager to partner with a firm with deep experience assisting owner-operators in further scaling family businesses like ours through support of ongoing continuous improvement initiatives and strategic acquisitions.
Vice President
The Transition & Transaction Advisory team
Advisory & growth alliance partners
Integrated expertise across every dimension of your business
Advisory & Growth
Audit & Assurance
Tax Planning & Compliance
Outsourced Accounting & Advisory
Ready to talk about what comes next for your business?
Let’s discuss how our transition & transaction advisory services can help.
Or call us: 856-722-5300