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Book A Demo

973-604-6124

Sell Side Representation

Merger & Acquisition Services

At MasterPlan Adviors, we understand that selling your business is one of the biggest decisions you’ll ever make. Your business is your life’s work, and you’ll likely only have one chance to get it right. As business brokers with deep industry experience, we know you want to exit with the maximum after-tax value for your business — not just the highest selling price.

You need a trusted M&A adviser who offers discretion throughout the sales process, knows all the players in the industry and supports you from start to finish.

Our M&A Approach

Our M&A team members are CPAs & MBAs who understand it’s not necessarily the highest price that yields the most money. It’s the effectiveness of the tax minimization strategies that creates the best deal for sellers. MasterPlan Advisor has collectively transacted several billion dollars in deal flow over the past several years, delivering confidence for our clients as we assist them throughout the entire deal process, including:

  • Non‑disclosures
  • Letters of intent
  • Due diligence
  • M&A information/acquisition questionnaires
  • Financing
  • Reviewing purchase & sale agreements
  • Other aspects of the deal

When choosing a buyer, we help clients consider issues such as:

  • How will your valued employees be treated?
  • Does the buyer get a reduction in price if they experience attrition after the sale?
  • Who is responsible for company debt?
  • How will your customers be treated?
  • What happens to your accounts receivable?
  • Other financial and operational Issues

Ready to Sell Your Business?

  1. Request a consultation. Let’s have a candid conversation—no obligation, no upfront exclusivity.
  2. Save time and avoid stress. We collect data, negotiate, represent you during due diligence.
  3. Exit gracefully. Our industry knowledge ensures you have options and make the right decision for your team, family and customers.
Get Started Today

What our Clients Say

    Brett Lieberman

    Owner, My Pest Pros

    Master Plan Advisor Bookkeepers & M&A Specialists is a critical part of our team. They are THE accounting experts for the pest control industry. They not only help keep our books straight, but provide critical analysis to help show how we are doing vs. ourselves and the industry, as well as areas of strength or needing improvement. We would not be as successful without Master Plan Advisor.

      Bill Cowley

      Co-owner, Cowleys Pest Services

      Simply the best. A trusted advisor on way more than just taxes and financial reports.

        Tricia Giordano

        Director of Finance and Administration, Nozzle Nolen Pest Solutions

        Master Plan Advisor’s proficiency in utilizing BILL® has not only simplified our A/P procedures but has also fostered confidence in the accuracy and reliability of our financial transactions. We highly recommend Master Plan Advisor to any organization seeking a streamlined and effective A/P solution.

          Hank Hirsch

          Founder, RK Environmental/Comprehensive Food Safety

          I have been working with Dan and his team for over 15 years now. They have become an extension of our team and we really do see Master Plan Advisor Bookkeepers & M&A Specialists as our firm’s CFO. From detailed monthly P&L reports, tax filings, budgets and ongoing financial guidance, Master Plan Advisor has been our strategic partner along the way.

          Donnie Shelton
            Donnie Shelton

            Owner, Triangle Home Services

            One nugget of advice from the Master Plan Advisor team would more than pay for their services three times over.

            Schedule Now

            Speak with us privately and confidentially about taking that next step in your business journey

            Review Our M&A Process