Exit Planning Designed Around Your Business Goals
MGO’s sell-side M&A advisory service is built for business owners planning ahead. We focus on long-range readiness — tailoring planning, valuation insights, and restructuring strategies to your specific structure, industry, and goals.
This service includes transaction scenario modeling, risk identification, and benchmarking of key valuation drivers. We help you keep an always-ready data room and assess operational or structural changes that may enhance value or reduce deal friction.
Throughout the engagement, we stay connected to your evolving priorities and potential market timing. We also maintain relationships with intermediaries to monitor opportunities and keep your business positioned for when the right offer — or right moment — comes along.
Whether you’re exploring an employee stock ownership plan (ESOP), strategic sale, or private equity deal, our team delivers coordinated planning and transaction-focused advisory services to support strong outcomes.
Key Components of Long-Term Exit Planning Support
Build Exit Strategies Early
Explore transaction paths — ESOP, private equity, or strategic buyer — based on your goals, business model, and industry dynamics.
Engage the Right Advisors at the Right Time
Tax, financial, and transaction professionals work in coordination to align your financials, reporting, and structure with buyer expectations.
Monitor the Metrics that Drive Value
Track and review financial performance against buyer benchmarks to improve positioning and highlight growth potential.
Identify and Address Risk Factors Early
Assess and address tax, legal, and operational risks that could disrupt a transaction or delay closing.
Stay Ahead of Regulatory and Compliance Issues
Proactively manage federal, state and local tax and financial reporting exposure to avoid surprises and build trust with buyers.
Support Reporting and QofE Readiness
Strengthen your reporting infrastructure and develop a quality of earnings narrative that reflects business performance accurately.
Evaluate Restructuring Opportunities
Assess entity structure, capitalization, and operations for potential changes that could enhance value or simplify deal execution.
Track Timing and Liquidity Scenarios
Stay aligned with your own timing preferences while still responsive to market movement or inbound interest.
Leverage Market Connections
We support relationships with deal intermediaries and stay active in the M&A landscape to help surface potential opportunities.
Leaders ready to serve you
As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.
Peter G. Ness, CPA, LL.M., J.D.
Tax Managing Director
Tony Bui, CPA
Tax Director
Melissa Ryan, CPA
Tax Managing Director
Michael W. Christian, CPA
Assurance Partner
Susan Nunez, LL.M., J.D.
State and Local Tax (SALT) Managing Director
Yarik Kim, CPA, CFA
Financial Services Industry Leader | Consulting Partner
Angel Naval, CPA, CIA
Business Advisory Service Partner
Our Perspective, Your Benefit
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Solutions Built for You
Enterprise Business Tax
Your goal is to drive growth on a large scale. Our goal is to identify strategic opportunities, streamline complexities, and deliver tax solutions that align with your enterprise’s needs.
Transaction Advisory
Whether you’re buying or selling, you need to capitalize on every opportunity to maximize your return. With our support you can manage risk and uncover opportunities through every stage of the deal.
Audit and Assurance
Assurance support is more than a function of compliance, it is an opportunity to see how your people, processes, and policies are driving your organization’s health. With the latest technologies, deep industry experience, and personalized guidance, we’ll show you real value beyond the numbers.
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In the dynamic real estate market, new opportunities demand quick action without losing sight of your long-term goals. From tax to consulting to assurance, we help you manage today’s complexities while building for tomorrow.
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With a strong presence in Silicon Valley, and anywhere else you want to be, we provide assurance, consulting, and tax planning services designed to help you, whether you’re a start-up or a public company, achieve the next breakthrough.
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