Mergers and Acquisitions Services

M&A Support That Protects Your Deal and Your Tax Bill

Buying or selling a business or practice? Get clean financials, a smart tax structure, and a clear plan for life after closing.

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Before You Sign

Same Sale Price.
Very Different Take-Home.

The Problem

Two deals at the same price can leave very different amounts in your pocket, depending on how the deal is structured and how it is taxed. Most of that is locked in before anyone signs, often before your CPA is even in the room.

How we help

Red Bike Advisors gets involved early. We clean up your financials, model the tax impact of each deal structure, and work alongside your broker and attorney, so the terms you sign put more money in your pocket, not the IRS’s.

Clean, Current Financials Protect Your M&A Deal

What Do Mergers and Acquisitions Services Include?

Mergers and acquisitions services help owners buy, sell or combine businesses. They cover financial and tax due diligence, deal structure, valuation inputs and planning for life after closing.

Red Bike advises on the financial and tax side, working alongside your attorney and deal team.

Mergers and Acquisitions Advisory Services for Buyers

Mergers and acquisitions advisory services help you buy with your eyes open. You see what you are really acquiring, and what it will cost you after tax.

✓ Financial due diligence

✓ Tax due diligence

✓ Entity structure advice

✓ Cash flow modeling

✓ Post-close planning

Book Your Free Deal Strategy Call →

Mergers and Acquisitions Consulting Services for Sellers

Mergers and acquisitions consulting services help you sell for more, and keep more of the sale. The work starts well before a buyer appears.

1. Exit-Ready Consulting

A clear plan to raise your business value before you go to market.

2. Exit-Ready Financials

Buyer-ready books that hold up in due diligence.

3. Tax Advisory for the Sale

Structure the sale to keep more of the proceeds.

Let's Talk →

Mergers and Acquisitions Professional Services

From First Look to Day 100

Experience You Can Rely On

      EXCELLENT  
   Based on 48 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Matthew Moreland 
 
 
 
 Trustindex verifies that the original source of the review is Google. Incredible experience. They make my life so easy when it comes to reminders, taxes, financial planning etc. April especially is on top of it and I couldn't imagine navigating finances or taxes without her.
  
 
      Posted on Google  
   
   Anna Barrett 
 
 
 
 Trustindex verifies that the original source of the review is Google. Alex is an exceptional accountant. He handled both my personal and corporate tax filings with a level of professionalism, engagement, and expertise that made the process easy.  He is extremely knowledgeable and took the time to ensure I understood every aspect of my returns.  His thoroughness and commitment to accuracy gave me complete confidence throughout the process.  I highly recommend Alex — he is outstanding at providing tax accounting services!
  
 
      Posted on Google  
   
   TJ Bunday 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have a strong working relationship with Red Bike Advisors, a CPA firm based in Wilmington, NC, and we value the care and professionalism they bring to the clients we refer to them across North Carolina.

Our primary point of contact has been Adam Shay, who has been excellent to work with. Adam is knowledgeable, approachable, and clearly committed to serving clients thoughtfully and thoroughly. He takes the time to understand each situation and provides guidance with clarity and integrity.

We place a high priority on referring business owners to professionals who genuinely care about their clients, and Red Bike Advisors consistently reflects that standard. They are a firm we trust and feel confident recommending to business owners seeking a reliable, client-focused CPA firm.
  
 
      Posted on Google  
   
   Hunter Kailos 
 
 
 
 Trustindex verifies that the original source of the review is Google. Working with Red Bike Advisors has been an outstanding experience from start to finish. Their whole team and specifically Alex Rader brings a rare combination of professionalism, deep expertise, and genuine care for their clients success. Alex went above and beyond throughout the entire process explaining the return to me. His strategic insight, attention to detail, and ability to navigate tax preparation, which I have no understanding of, made it clear to me. He communicated clearly and consistently and delivered results. You can tell he’s not just doing a job he’s invested in the outcomes and the people behind them. If you're looking for a partner who not only knows their stuff but also makes the process smooth and transparent, I highly recommend Red Bike Advisors and specifically Alex Rader.
  
 
      Posted on Google  
   
   Chris Linger 
 
 
 
 Trustindex verifies that the original source of the review is Google. Patient and easy to work with. Would refer to anyone who needs help resolving tax issues.
  
 
      Posted on Google  
   
   Mark & Debbie Bandy 
 
 
 
 Trustindex verifies that the original source of the review is Google. Thank you Chris & Richard for all your help resolving our issues I have been trying to get resolved for several years. Thank you for stepping in and making this so much easier and easier to understand.
  
 
      Posted on Google  
   
   David Smith II 
 
 
 
 Trustindex verifies that the original source of the review is Google. The absolute best CPA in town. Vanessa is the best to deal with and is a total professional. I interviewed with over a dozen CPAs and am so glad I found them.
  
 
      Posted on Google  
   
   J Fn B blackburn 
 
 
 
 Trustindex verifies that the original source of the review is Google. I was told Adam Shay was the one to go to and I went there and since my return was going to be a little harder for them they wouldn't take the job, just because you have to work a little bit more is not for them.
  
 
      Posted on Google  
   
   Stephen Walsh 
 
 
 
 Trustindex verifies that the original source of the review is Google. I had a complex estate problem that no one wanted to touch but thanks to a referral, I got in touch with Adam Shay. We discussed the challenges and they were immediately willing to help me. I am delighted to say they got everything taken care of and straightened out and I was so relieved. I highly recommend them. I am indebted to Rachel, Ricard and the team at Adam Shay. Thank you!

Frequently Asked Questions.

Answers to the questions buyers and sellers ask most about mergers and acquisitions services.

What do mergers and acquisitions services include?

Financial and tax due diligence, deal structure advice, cash flow modeling, exit-readiness planning and post-close support. The exact mix depends on whether you are buying or selling.

What does an M&A advisor do that an accountant does not?

An M&A advisor helps plan and run the transaction itself. Red Bike covers the financial and tax side: the numbers, the structure and the tax outcome.

When should I start preparing to sell my business?

Ideally two to three years before you want to sell, to clean up financials, improve profitability and plan the tax outcome.

What is due diligence?

The review a buyer does before closing to confirm what they are buying: financials, taxes, contracts and operations. Red Bike supports the financial and tax portions.

Do you help both buyers and sellers?

Yes. Buy-side work centers on due diligence and structure. Sell-side work centers on exit readiness and tax planning.

Book a session →

Planning Your Next Big Ride?

Let's map the road ahead.

Clean financials and the right deal structure, so you keep more at the finish line.

Talk to Us About Your Deal →

M&A Support That Protects Your Deal and Your Tax Bill

20 minutes. No obligation. No pressure.

17+ Years

18-Person Team

100% Virtual

200+ Business