CPA Services for Acquisition
Entrepreneurs

Get the financial guidance you need to acquire and run a small business.

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Entrepreneurship Through Acquisition is Hard.

We Make it Easier.

Buying and running a small to midsized business comes with a lot of stress and pressure.

Midwest CPA helps to relieve that stress by adding clarity, while taking items off of your to do list. This frees you to work on your business rather than in it.

Learn more about how we help acquisition entrepreneurs just like you!

due dilligence

Financial Due Diligence

Get better clarity on the business you are buying so you know what you are getting into before investing too much time and money.

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Planning/Advisory

Expert help structuring your business for optimal tax savings while providing real-world guidance for strategic financial planning and decision-making.

outsourced accounting

Outsourced Accounting

Optimize your ongoing accounting systems with actionable reporting, maximized tax savings, and personalized guidance from an expert.

Get in Touch!

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Free Consultation

If you’d prefer to book a time in our calendar right now, please click below to schedule an appointment.

How do we help Acquisition Entrepreneurs?

Entrepreneurship through acquisition can be incredibly stressful and can come with a substantial amount of risk.

On top of this, there are many moving parts that you need to get right in order to make your acquisition a success.

We realize all of this at Midwest CPA which is why we provide financial due diligence services to empower you with the resources needed to make sound financial decisions.

We also understand you’ll have plenty of other things to worry about post acquisition. For that reason we also offer outsources CPA Services like tax, payroll, and bookkeeping so they are not on your to-do list.

The Benefits

better decisions
Better Decisions

Our diligent approach ensures that you understand the investment you’re making. As a result, it significantly enhances the long-term prospects of the acquisition and instills a greater sense of confidence in the agreement.

tax savings
Tax Savings

Tax consequences are often the last thing on the mind of an acquisition entrepreneur. However, with the proper strategy you will be able to save a substantial amount of money. This means better cash flow and increased ROI.

growth support
Growth Support

Once you have completed the acquisition of your company, the next step is to start building and growing it. We possess the necessary tools and expertise to provide comprehensive support throughout your journey.

Ready to get Started?

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Frequently Asked Questions

Ultimately the decision to purchase the company is yours. However, we may give recommendations on purchasing at a different price or alternative structure.

More importantly, our holistic view of the acquisition does more than just validate the purchase price we help you to better understand a variety of aspects of the business so you can make the most informed decision possible.

The end goal is for you to have a firm understanding of the risk vs the opportunity.

We tailor our due diligence packages to each clients situation. It depends on the size of the acquisition, the requirements of your SBA lender, and ultimately what you need in order to make a decision.

In some cases a full quality of earnings report and working capital analysis is necessary while in other cases you may just need help validating revenue.

Contact us today for a quote.

Typically, it makes the most sense to engage our services once you have a company under LOI.

However, if you are not at that point yet we encourage you to schedule a free consultation so when you are ready we’ve already been connected.

Yes. Entrepreneurs looking to sell their company can benefit greatly from getting their bookkeeping in good order for prospective buyers as well as tax strategy to retain as much of the sale proceeds as possible.

Most generalist accountants will not understand all the nuances and stresses that come with buying a small business.

We understand the challenges unique to you and are excited to help you achieve your business ownership dreams.

Recent Articles

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Business Tax Filing Extensions: What They Do and Don’t Do

As a small business owner, tax season can be stressful, especially if you need extra time to organize your paperwork. Many entrepreneurs assume that filing a business tax extension payment deadline for small business automatically gives them more time to pay what they owe. Unfortunately, that’s not true. Understanding the difference between filing and payment deadlines is critical to avoid costly IRS penalties and interest. So, what is a business tax extension? A tax extension is a request to delay your filing deadline, not your payment deadline. For most businesses, this involves submitting IRS Form 7004 (or Form 4868 for sole proprietors) by your original due date so you get up to six extra months to submit your tax return. It’s a lifeline for busy entrepreneurs, but don’t confuse it with more time to pay what you owe.

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Post-Acquisition Integration: Your 100 Day Plan

Acquiring a business is just the beginning. The real challenge starts the moment the deal closes.

Without a strategic plan, new owners often hit what’s known as the J-curve: a dip in performance, cash flow, and operational stability before things start to improve. This period is critical, and how you handle it can define the long-term success of your new venture.

To thrive through this transition, you need to focus on three pillars: cash flow management, risk mitigation, and accounting system upgrades.

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Major Grocery Store Acquisition: Schnucks Expands in Wisconsin

In a move that’s shaking up the Midwest grocery landscape, Schnuck Markets has officially completed a significant grocery store acquisition by purchasing Festival Foods and Hometown Grocers. The deal brings 51 stores into Schnucks’ network, marking its most aggressive expansion into the Wisconsin market to date. This strategic merger is set to redefine grocery shopping in Wisconsin and signals a powerful play by Schnucks to strengthen its regional presence. With many customers wondering “why?”, here’s the Midwest CPA breakdown of what could be behind this strategic decision, and what it could mean for customers.

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