Strategic Consulting

Should you buy? Sell? Or hold? In times of transition, your decision will have profound impact on your business and your life.

Mertz strategic consulting services can help you decide and pursue your best way forward. While you remain focused on the daily challenges of your business, you can benefit greatly from our experienced perspective as we help you look holistically at your situation. Leveraging over 30 years of proven M&A experience, we know the right questions to ask, cutting to the core issue of what you’re trying to accomplish in your business, career and life.

By doing so, Mertz brings clarity to your strategy in three key areas:

Strategic Assessment

Sitting down and taking a careful look at your situation is an essential first step toward success. We help you understand your options and shape a smart game plan.

Acquisition Strategies

After three decades of guiding buyers through the M&A process, Mertz knows what works and what doesn’t. We help you determine if your strategy is sound and refine it as necessary to help you produce the best outcome.

Exit Options

Mertz helps you fully vet one of the biggest decisions you’ll ever make. Should you market the business? Should you sell to employees or family members? What’s the best way to meet your personal goals? Leveraging strong financial competencies, we help you analyze the situation, chart the right path and do so in a way that takes care of your employees, your financial legacy and your commitment to customers.

If you decide to execute a transaction of any kind, Mertz brings industry connections and expertise to help you choose the right strategic allies to advance your best outcome. And, in select M&A transactions where the buyer and seller are already identified, you can also turn to us to negotiate in your best interests and close deals efficiently and effectively.