Mergers & Acquisitions

Margolis & Company recognizes that the sale or purchase of a business may be an emotional, time-consuming and technically complex transaction. Our in-depth experience in the total management of the selling and buying process relieves our clients of much of the burdens and pressures associated with these transactions, while bringing a seasoned, objective perspective to the entire process.

Margolis & Company does more than simply act as intermediaries, we manage the total process - from clarifying the owners’ goals, through closing the transaction. Our management of the entire sales process helps maximize owner and shareholder benefits.

Our comprehensive management of the process is essential to creating the largest number of alternatives for the seller, resulting in a transaction that achieves the maximum benefit for the owners.  

  • Representing Buyers
  • Representing Sellers
  • Maximizing Owner & Shareholder Benefits
  • Management Buy-Outs
  • Employee Stock Ownership Plans
  • Independent Valuation Services
  • Corporate Finance Services 
  • Strategic Partnerships and   Joint Venture Services

Joseph R. Coluzzi, CPA provides financial and business consulting services and has earned an excellent reputation for his expertise in strategic planning, financial analysis, mergers and acquisitions, and personal financial planning. You can reach Joe at jcoluzzi@marg.com.

Joseph DeSimone, CPA, CVA has developed an expertise in business valuations, has earned the designation of Certified Valuation Analyst and serves on the National Association of Certified Valuation Analysts (NACVA). Joe can be reached at jdesimone@marg.com.

David H. Glusman, CPA, DABFA, Cr.FA, CFS, has over thirty-two years in public accounting and consulting. Contact David at dglusman@marg.com

Philadelphia Office
401 E. City Avenue
Suite 600
Bala Cynwyd, PA 19004
610.667.6250

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Bucks County Office
41 University Blvd.
Suite 400
Newtown, PA 18940
215.968.5081

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