Wheaton Business Intermediary Group (The WBI Group, LLC) was established as a result of client requests for better representation in the buying and selling of their businesses. Our clients have trusted us since 1974 to help them understand the financial and tax issues they face. It was only natural, then, when our clients face one of the largest financial and tax situations, that they would want Dugan & Lopatka intimately involved. The sale or acquisition of a business is a complex transaction. Our clients needed help in three areas: the due diligence work, tax planning and locating buyers and sellers for them. The WBI Group was created for these primary roles.
Why use The WBI Group?
The WBI Group is very different from contemporary intermediary firms. We bring a great deal more to the table.
- CPA firm knowledge and expertise
- Buying and selling a business is a complex transaction requiring people behind you that can correctly analyze the numbers and translate the information in an easy to understand way.
- Integrity and ethics of Dugan & Lopatka
- Our clients have trusted Dugan & Lopatka for many many years. They know that we will be honest and ethical in our dealings with them. This level of trust makes the process that much better.
- Integrated exit planning, tax, accounting, valuation and intermediary services
- Save money through better coordination between professionals.
- A team of specialists ensure that nothing is missed and that the transaction is structured in the right way.
- Global promotion
- Dugan & Lopatka is a part of international and national networks of CPA firms. The WBI group can promote your business opportunity through 363 offices in 68 countries.
- We also utilize the same networks and promotion vehicles commonly used by Intermediaries and business brokers.