Business Transaction Planning

Ready to Take the Next Step with Your Business?

All businesses change over time, and managing those adjustments is vital to a company's success. Our team of experts are adept at helping business owners plan for the next stage, whether it is acquiring a competitor, transitioning leadership to a family member or trusted employee, or selling your business so you can focus on other areas of your life.


When embarking on any deal, it is vital that you have at your fingertips the information needed to make important decisions. The professional team at AGL has decades of experience advising clients during transitions of all types to achieve successful outcomes. Often this includes more than valuing a company for a sale, but working well in advance of that moment so necessary changes can be made to position it for the best end result.


With an understanding that each transaction offers unique opportunities and challenges, we provide a personalized approach that helps you through even the most complex of transactions. 

What We Do

  • Acquisition due diligence
  • Pre-sale assessment
  • Operations review
  • Tax planning
  • Business valuations
  • Mergers and acquisitions
  • Buy-side and sell-side structuring
  • Analysis and modeling
  • Forensic review
  • Succession planning
  • Risks and exposures review and reporting

Who We Serve

  • Individuals
  • Corporations
  • Partnerships
  • S Corporations

Your business transaction guide

Jim Leutenegger is a tax partner with more than 20 years of experience of providing tax consulting and compliance services to small and middle market businesses.  Jim has extensive experience working in the technology, professional services, distribution and light manufacturing industries operating in all 50 states and with considerable inbound and outbound transactions worldwide.

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