Mergers and Acquisitions Services for Confident Transactions
Expand your market presence and establish yourself as the dominant force in your region through strategic mergers and acquisitions.
Merge or acquire businesses with growth potential using merger and acquisition advisory services from JS CPA Strategic Solutions.
COMPANIES WE've WORKED WITH








Trusted Across Industries, Chosen for Strategy
JS CPA Strategic Solutions has built a reputation by carving out a niche in the merger and acquisition consulting sector. Our strength lies in the strategies and models we apply to create value for our clients, enabling us to work across various industries.
Why M&A Expertise Matters
M&A expertise helps you unlock the potential of the parties involved. Delve into how it might benefit you:
Strategy Development:
Find ways to exploit the merger process in your favor and guarantee prolonged success post-merger.
Financial Optimization:
Do not leave money on the table by undervaluing your assets or overpaying for a non-profitable asset.
Risk Management:
Identify risks that could derail the deal or cause trouble after it closes, especially legal issues, contractual disputes, and intellectual property disputes.
Merger and Acquisitions
Our Strategic 5-Step M&A Process
The bedrock of our mergers and acquisitions services is matching our clients with partners who share their vision and will help generate value for their companies. Here’s how we do it:
We outline the M&A objectives and identify vulnerabilities and market trends that could influence the process.
Our M&A experts determine the actual value of your assets and the extent of your liabilities. It helps us advise on how to mitigate liabilities and generate ideas to enhance the company’s value and attractiveness.
We identify high-intent buyers or sellers whose operations will meet your expectations.
We take a deep dive into your chosen partner’s records, including their financial statements, pending legal matters, regulatory compliance, and tax obligations.
We help you seal the deal and begin closure proceedings to operationalize the new entity.
What Sets CPA Strategic Solutions Apart
At JS CPA Strategic Solutions, we are happy to do the heavy lifting to help you get your dream M&A arrangement:
- Providing Financing Solutions: Our team will help you find a credit partner to meet your financing needs if necessary.
- Extensive Expertise: Our M&A advisory firm has multiple consultants who have applied their knowledge to actual M&A deals. We talk the talk, and walk the walk.
- Post-Merger Integration: At deal closure, we offer support to help bring in the new employees and integrate new systems.
Our End-to-End Mergers and Acquisitions Services
Due to the lengthy nature of the M&A process, it is crucial to have a partner who will guide you throughout the entire process.
JS CPA Strategic Solutions will be with you throughout the following steps:
- Initial drafting stages of a buyout or sell-out plan
- Target identification
- Due diligence
- Negotiations
- Deal closure
- Post-merger integration and strategy development
Hear From the Business Owners We Support
We work tirelessly to meet our clients’ M&A needs and to help them chart paths towards optimization.
But don’t just take our word for it, hear from other businesses that have benefited from our services.
"Jonathan is wonderful and took care of my tax return quickly and efficiently. Thank you for your help and professionalism!"
Kaela W
"Jonathan helped me analyze my gym and supplement business. He even found additional savings that I did not think was possible. He's also helping me with my personal finances and saving me even more and growing my net worth! Real consulting. Would strongly recommend."
Farchad Gadjyev
Founder, The Markham Gym"Jonathan is one of those dying breed of professionals who still believe in going that extra mile... I would recommend CPA Strategic Solutions to everyone."
Rob Moses
"Jonathan is a personable, thorough, and detail-oriented CPA that is a must-have for financial and tax planning... Definitely recommend giving him a call."
Dr. Karma Patel
Founder, The School of Movement"Jonathan is very thorough and really gets to know his clients', their lives and businesses... helping his clients grow their financial awareness and intelligence."
Billy Wavell
Owner, BW Yoga and PhysiotherapyTake the Next Step in Your M&A Journey
The best way to make your M&A journey seamless is by moving with an experienced team with extensive knowledge of mergers and acquisitions across multiple sectors.
Our M&A experts will help you create an end-to-end strategy encompassing pre-merger or pre-acquisition planning to full post-merger integration.
Get in Touch
Email Us
info@jscpass.com
We typically respond within 1 business day.
Frequently Asked Questions (FAQs)
We understand merger and acquisition consulting is a broad subject. Therefore, we’ve provided further information on areas where our clients have requested clarifications:
All business sizes can benefit from M&A services. Small and mid-sized companies use such services to expand their market or as an exit strategy, while large companies leverage M&A processes to consolidate their market position.
At JS CPA Strategic Solutions, we specialize in helping mid-sized companies generating $1M to $10M in revenue annually achieve their objectives.
The factors influencing an M&A deal’s success are correlated to the strategic 5-step process. They include:
- Finding the right partner to merge or acquire.
- Having a team of M&A consultants who have handled mergers and acquisitions before will help you avoid making costly mistakes.
- Accurate valuation ensures you secure the best deal out of the M&A process.
- Access to financing helps expedite the process.
- Seamless integration of the management, systems, goals, objectives, and cultures of the two merging entities so they can hit the ground running.
An M&A process typically takes a few months to over a year, depending on several factors:
- The time it takes to get all assets appropriately valued and liabilities accounted for, while identifying other pitfalls that can harm your deal.
- How long it takes to navigate the complexities of existing regulations and bureaucracy, especially for cross-border M&A deals.
- Back-and-forth negotiations to hammer out an acceptable deal.
The main reasons to work with a CPA on M&A deals include:
- Conducting financial due diligence to evaluate a company’s financial position and ensure its financial health will not become a liability.
- Protection against inflated purchase prices on the buyer’s side of an M&A deal, while ensuring you do not undervalue your business on the seller side.
- Guaranteed compliance with all necessary regulatory requirements, thereby avoiding hefty financial penalties and legal reprimands.
- Deal structuring that minimizes your tax liabilities and charts a path forward that ensures your tax obligations are manageable.
Yes. At JS CPA Strategic Solutions, we offer several services that guarantee a seamless post-merger integration, such as:
- Strategic Planning: We have a team of EOS implementors that will work with the new entity’s senior management team to establish a vision that includes short-term, medium-term, and long-term goals.
- Identifying Issues: The team of implementors will also help identify problems existing within the merging companies and others that may emerge during the integration period.
- Human Resource Allocation: We will help you strategically place employees in the most suitable roles to optimize productivity and prevent role duplication.
- Cultural Integration: An M&A expert will ensure a meshing of cultures between the two companies, resulting in a team that works in tandem.