The Connection Between People, Decisions and Outcomes

The professionals at DeJoy & Co are experienced in both sales and purchases of businesses, providing objective counsel and hands-on expertise in negotiating and structuring transactions. Our high-quality reputation is built on extensive industry knowledge and our direct access to many key decision-makers among strategic buyers and private equity groups. By asking the right questions, we develop a keen understanding of the parties’ circumstances and identify crucial areas of interest. Our experience equips us to offer clients a comprehensive view of the variables that can affect the short- and long-term profitability and sustainability of a transaction, thereby supporting sound financial decisions.

Our approach is based on the belief that to achieve an actionable strategy with meaningful results we must first have a clear understanding of the problems and challenges. We work alongside our clients, at the appropriate levels within the organization, to solve the right business challenge.

Aside from financial expertise, our team understands the business landscape and current events that could greatly sway how decisions are made.

The future of a business depends on a business owner and management team’s ability to adapt to change, without losing sight of their overall goals.

Our firm has a proven track record and 10+ years of collective experience in providing high-quality advisory services to our clients. We understand that every business is unique and tailor our approach to meet the needs of each client.

The ability to determine an organization’s financial stability.

Our Advisory Services Team provides customized services to protect and strengthen your credibility, build your customers’ confidence in you, and boost your peace of mind. We draw on a wealth of technical competence and historical knowledge to attest to the financial and operational structure of every characteristic of your business. We recommend business processes to advance your strategic and tactical objectives.

Advisory Services

  • We help streamline transactions and promote long-term success while you remain focused on running your business. From early due diligence and business valuation to post-integration alignment and planning for the entity’s new future. We equip our clients to make educated and thoughtful decisions by providing high-quality information concerning renegotiations, restructuring. Advising a successful transaction that furthers your organization’s long-term objectives requires expert planning and execution

  • Buy-Side Transactions - To gain a clear understanding of our client’s proposed investment opportunity value, our team considers cash flow, revenue and profitability trends, working-capital positions, accounting procedures and tax-exposure controls.

    Sell-Side Transactions - To ensure a full understanding of the expected outcome, we assist in evaluating options for selling or recapitalizing. We work with clients on competitive positioning, identifying opportunities to bolster value and improve margins and cash flows.

  • We work with individual tax clients to make sure they understand the issues and complexities surrounding fiduciary tax matters, but we develop strategic partnerships with banks and law firms. Due to our vast expertise in the preparation of fiduciary income tax returns, we understand available elections, distribution rules, and filing deadlines.

    Through service offerings such as development, implementation and monitoring of a comprehensive estate plan, and communication of your estate plan to family members, to fiduciary income tax return preparation, it is our goal to help our clients secure a lasting legacy, while incurring minimal tax consequences.

  • DeJoy’s Risk Assessment Team provides customized services to protect and strengthen your credibility and build your customers’ confidence in you.

    In order to succeed, an organization must establish mechanisms to identify, analyze and manage obstacles.

    At DeJoy, we go beyond traditional accounting to understand the root sources of risk. We draw on a wealth of technical competence and historical knowledge to attest to the financial and operational structure of every characteristic of your business. We recommend business processes to advance your strategic and tactical objectives.

  • By integrating an ESG plan into other corporate strategies, a firm can maximize its potential and its beneficial impact on society, and can increase the value to owners, investors, customers and employees.

    An ESG program operates in stages from:

    Materiality Assessment: Develops an understanding of baseline and highlights critical points to success.

    Formal ESG Action Plan: Incorporates information from the Materiality Assessment and the company’s goals.

    Progressive Reporting Function: Tracks progress toward achieving the ESG Action Plan.

Advisory Services Team

Anthony Venette, CPA/ABV
Senior Manager, Business Valuation & Advisory Services

Michael L. Cooke, CPA
Managing Partner
Director, Tax Services