Windes, a premier advisory and accounting firm, has appointed Chase McClung, Audit & Assurance Services Partner, to lead its Transaction Advisory Services practice. The practice represents a holistic approach to helping business owners and executives grow, transition, and preserve value through every stage of their business and personal financial journey. For the past 10 years, McClung has been instrumental in growing the practice and has developed a passion for assisting business owners achieve a successful exit.
Windes' Transaction Advisory Services bring together the firm's deep experience in mergers & acquisitions strategy and value acceleration & exit planning, providing clients with coordinated insight across deal structure, valuation, tax implications, and long-term transition goals. The appointment underscores the firm's commitment to delivering integrated support at critical business inflection points.
"Chase's leadership and expertise make him uniquely suited to guide this effort and ensure that clients receive forward-looking, integrated support at critical inflection points in their business journey," said Sean McFerson, Managing Partner at Windes. "Whether they're preparing to sell, acquire, or grow through strategic investment, our Transaction Advisory Services team provides the clarity and expertise needed to navigate complexity and secure lasting success."
McClung expressed enthusiasm for his new role. "I'm honored to lead this practice and continue building on the firm's strong foundation in transactional advisory services," he commented. "Every client and every transaction is unique, but the fundamentals of value creation remain the same: rigorous financial analysis, strategic foresight, and a clear understanding of what drives enterprise value."
Windes Transaction Advisory Services include mergers & acquisitions strategy, value acceleration & exit planning, and wealth management integration. The M&A strategy component provides guidance through the entire transaction lifecycle, including financial and tax due diligence, quality of earnings, working capital analysis, business structure planning, and post-close follow-up. Value acceleration & exit planning involves strategic planning to align personal and business goals, enhance key performance drivers, and design effective exit strategies to maximize long-term business value. Wealth management integration offers coordinated support for clients seeking personal financial alignment before, during, and after a transaction, offered through Windes Wealth Management.
For more information, visit windes.com.
