Sale of Maryland Tax Advisory Firm
Tax Advisory Services
Baltimore, Maryland
$1,500,000
Partnership dispute
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Project Timeline
Project ID: 2307
Listed: 2023-03-01
Closed: 2023-05-30
Time to Sale: 90 days
Our Approach
- Mediated between partners to ensure smooth sale
- Identified strategic buyer from DC metro area
- Conducted accelerated due diligence process
- Negotiated retention bonuses for key employees
- Structured deal to protect client relationships
Our Outcomes
Sale Price:10% above asking price
Client Retention:98% after 3 months
Deal Structure:70% cash, 30% earnout over 2 years
- All staff retained with improved benefits
Congratulations!
