At Barton, Walter & Krier, we understand the value of creating a stable succession plan when it’s time to sell your firm or book of business. Considerations such as existing staff, client relationships, and price and valuation of the firm play a vital role in determining when and to whom to sell your business.
We do our due diligence when considering the acquisition of an existing firm, taking into account the firm’s size, value, and caliber of existing clients. Our acquisition process is rigorous based on marketing, valuation, negotiation, pricing, and legal requirements for structuring the transaction.
If you are interested in selling your firm or book of business, contact us to start the conversation.
The staff at Barton, Walter & Krier, LLC have served us for many years. They have helped us guide our business through the many challenges that small businesses encounter. They know our business inside and out and serve as a great sounding board.
BWK has provided Milestone Systems Inc. the same capabilities as the big firms would, while simultaneously providing a high tough, "Big fish in a small pond" type of feel, that we just wouldn't get from those same Big Name firms."
Barton, Walter & Krier, LLC delivers the highest quality professional services, with a superior level of client attention. They are reliable, accessible and responsive to our needs.
Similar to our machine shop, Barton, Walter and Krier, LLC delivers high quality services that we can count on. We receive their full attention from experienced CPAs who have the ability to think outside the box.
Your industry is unique, with its own set of challenges and requirements for success. That’s why a one-size-fits-all approach usually doesn’t work in today’s volatile economic environment.
Our expertise and tailored, hands-on services help leverage your core competencies and resources so your business stays on track every step of the way.
WHAT MAKES BWK DIFFERENT
Our knowledgeable team of CPAs and tax professionals builds lasting relationships with clients. We’re dedicated to your growth and long-term financial success.
We take a holistic approach to managing your account, looking at the “bigger picture” to identify opportunities and challenges relevant to your success and tailor our services accordingly.