At The William Stanley Group, we understand behind every transaction is a legacy you've worked years to build. We guide CEOs, founders, and boards through mergers, acquisitions, divestitures, and recapitalizations with the clarity and care these moments deserve. These aren't just deals. They're defining chapters in your company's story.
Every transaction creates both risk and opportunity. We combine executive insight, financial discipline, and operational clarity to help leaders navigate each stage of the deal with precision. From valuation through integration, we align structure, strategy, and execution to protect enterprise value and drive measurable results.
Our approach transforms complexity into confidence. We define the benchmarks that matter, negotiate from strength, and manage diligence and financing with foresight and control. Whether pursuing growth, liquidity, or transition, our team ensures you act with clarity, move with confidence, and close with conviction.
Transaction Advisory Services are one component of our broader advisory framework designed to help CEOs, boards, and owners turn complexity into clarity and strategy into action.
Learn how our Executive Advisory Services help leading Tampa businesses grow stronger, smarter, and more resilient.
We’ve been on both sides of the table, leading acquisitions, negotiating divestitures, and guiding integrations from inside the business and alongside it. At The William Stanley Group, we blend CPA precision with executive insight to deliver clarity and results.
Facilitated $20 million portfolio acquisition, then scaled to $50 million exit through disciplined execution and strategic foresight.
Divested obsolete segment, eliminating $3M annual loss and improving enterprise value by $15M.
Dual-side experience leading acquisitions, negotiating divestitures, and steering integrations from both inside and alongside businesses.
Every financial journey deserves a clear beginning. Our first meeting provides immediate clarity: we’ll review your entity structure, income sources, recent tax filings, and family goals to identify opportunities and craft a strategy that protects assets, minimizes liabilities, and simplifies complexity.
Our strategic planning scales with your goals, with Executive Advisory Packages starting at $10,000 per month.
Our onboarding follows three focused stages:
Discovery
A comprehensive review of your financial profile, goals, and existing structures.
Alignment
Development of a coordinated strategy that integrates tax, estate, and succession planning.
Deployment
Implementation with ongoing oversight, ensuring your strategy evolves alongside your life and business.
We’d love to hear from you, so we can provide you with an experienced financial perspective you can trust. Fill out the form, or give us a call at (813) 710-9327.
