Business transitions encompass a variety of forms, including acquisitions, sales, mergers, divestitures, dissolutions, expansions, or repositioning. We adeptly steer through challenges and obstacles with inventive thinking, comprehensive research, adept problem-solving, and superior negotiation skills.
Wilke collaborates with both private and public entities across all growth phases. We have assisted organizations in restructuring, consolidating, managing tender offers, and executing strategic acquisitions, asset purchases, and management buyouts. Our team brings years of experience in mergers and acquisitions and a personal and confidential method of handling strategic transactions.
Transaction Advisory & Valuation services:
Financial Due Diligence:
At Wilke, we provide thorough financial due diligence services to help you make informed business decisions. Our experienced team carefully examines financial records, assesses risks, and identifies opportunities to give you a clear understanding of potential investments or partnerships. We deliver detailed reports and actionable insights, empowering you to negotiate confidently and make informed choices. You can trust Wilke to protect your interests and maximize value in every transaction.
Business Valuations:
Business valuations can serve various purposes, such as buy/sell agreements, M&A, partnership disputes, business or marriage dissolution, bankruptcy, estate planning, goodwill and asset impairment, conflicts, and more. Chris Wenrich, a partner at Wilke, has obtained Accredited in Business Valuation (ABV) certification from the AICPA and oversees all valuation engagements.
Transaction Consulting:
Wilke offers comprehensive support throughout the transaction process, from pre-transaction tasks such as due diligence and quality of earnings reports, to planning and assessing potential deals, structuring transactions for optimal tax and accounting outcomes, negotiating deals, providing closing support, and offering post-closing assistance. We represent both buyers and sellers, tailored to the specific transaction.
Normalized Earnings Calculations:
When business leaders want to understand actual earnings without adjustments for one-off events or expenses, seasonality, or other unusual circumstances, a normalized earnings calculation provides a clearer picture. Depending on which party requests it, there are several approaches and how the information will be used. Wilke professionals understand the nuances, know which questions to ask, and how the financial statements should reflect the calculation.
Exit and Succession Planning:
Planning a transition from a closely held business is a deeply personal endeavor, and Wilke professionals dedicate time to grasp the transaction's immediate and future objectives. Our assistance encompasses a broad spectrum of exit and succession planning strategies, such as internal sales or ownership transfers, external sales to strategic buyers, Employee Stock Ownership Plans (ESOP), Initial Public Offerings (IPO), Private Equity (PE) investments, or arrangements for bequeathing business shares to an estate or trust.
Litigation Support:
Our team can support legal professionals and clients on various litigation issues. This includes expert testimony, financial modeling, damage calculation, financial document review and analysis, and witness preparation for complex financial matters.
Strategic Advisory
- Business Valuation
- Due Diligence
- Forensic Accounting
- Fraud Examinations
- Litigation Support
- Mergers & Acquisitions
- Normalized Earnings Calculations
- Private Equity Planning
- Quality of Earnings Reports