M&A Advisory
For business owners and incorporated professionals, the tax picture moves across corporate structure, personal remuneration, and estate strategy all at once.
The complexity compounds at the intersection of those layers. That is precisely where the most consequential planning decisions reside.
At Consortium, our in-house legal, tax, accounting, and fiduciary expertise is engineered to turn that complexity into a single, coordinated strategy.
The buyer brings a team. So do we.
“A transaction is shaped by decisions made years before a buyer appears, and carried forward for years after one does.”
What we handle.
Full coverage across every stage of the deal, with direct access to strategic acquirers and capital sources in a range of verticals.
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A defensible picture of what the business is actually worth, before any process starts.
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Organized to transact cleanly, protect personal assets, and minimize tax at close.
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Ownership transitions managed with the full tax and estate picture in view.
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From the first offer to final terms.
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Connecting business owners with qualified acquirers and capital sources in their vertical, including buyers who do not surface through a conventional process.
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Deploying the liquidity, managing the tax event, repositioning the estate.
The earliest conversation is the most valuable one.
The first conversation is a complete read on the entity, the owner, and what the transaction needs to produce. Not just at close, but in the years of wealth, tax, and estate decisions that follow.
From there, Consortium builds the plan. The transaction itself, the strategy for what it produces, and the ongoing work of managing a family's financial picture beyond it.