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
Damien Hughes
Director
Tony Bui, CPA
Tax 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
Consulting Partner
Our Perspective, Your Benefit
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Solutions Built for You
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.
Valuation Services
Whether you are preparing for a transaction, addressing financial reporting requirements, or planning for succession, MGO delivers the insights, experience, and resources to help you move forward with confidence.
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.
Audit and Assurance
Understand how your people, processes, and controls impact your organization’s performance with audit and assurance services built around your goals.
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From startup to IPO and beyond, technology companies need financial infrastructure that can scale with the business. MGO helps software, SaaS, AI, fintech, hardware, and emerging technology companies navigate fundraising, financial reporting, tax planning, and compliance with integrated audit, tax, and consulting services.
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As one of the first national accounting firms to establish a dedicated cannabis practice, MGO serves more than 400 cannabis, hemp, CBD, and ancillary businesses. From navigating Section 280E and complex regulations to preparing for transactions and long-term growth, we help operators across the cannabis value chain build financially sound, compliant organizations.
Professional Services
You are continually navigating change, disruption, and evolving client demands. With tailored strategies and industry-specific insights, we can help you manage risk and seize opportunities so you can focus on delivering exceptional service.
Biotech and Life Sciences
Whether you’re advancing a breakthrough therapy, preparing for your next funding round, or planning an IPO, every stage of growth brings new financial and regulatory demands. MGO provides specialized audit, tax, R&D tax credit, and consulting services to help biotech and life sciences companies build a strong financial foundation.