Transition & Transaction Advisory

We help business owners navigate the consequential decisions for their next chapter

Ownership transitions are among the most personal and financially complex moments in a business owner’s life. They are faced with difficult decisions on what happens next: who owns it, what it is worth, and how the transition happens in a way that works for the business, the family, and the future. At hfco, we have guided privately held organizations and family-owned businesses through these moments for more than fifty years.
Experienced guidance. Objective perspective. Every dimension of the transition, addressed.

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.

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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.

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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.

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Transition & Exit Planning Business Valuations Mergers & Acquisitions
Client outcome

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

New Jersey Mechanical Contractor

The Transition & Transaction Advisory team

Transition & Transaction Advisory
dave

Dave Bookbinder

Executive Director, Valuation Services
sean

Sean Sands

Head of Mergers & Acquisitions
Judit NE

Judit Nagy-Eichelberger

Senior Director of Mergers & Acquisitions

Advisory & growth alliance partners

Committed and experienced industry professionals who share one common goal, to help you achieve your vision.
Transition & Transaction Advisory Works Best Alongside These

Integrated expertise across every dimension of your business

Advisory & Growth

Audit & Assurance

Tax Planning & Compliance

Outsourced Accounting & Advisory

Schedule a Consultation

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

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