Chase McClung, CPA, CM&AA
Partner, Audit & Assurance Services
Transaction Advisory Services Practice Leader
We are pleased to announce that Chase McClung, Audit & Assurance Services Partner, has been appointed to lead our 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, Chase has been instrumental in growing the practice and has developed a passion for helping 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.
“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.”
“I’m honored to lead this practice and continue building on the firm’s strong foundation in transactional advisory services,” commented Chase. “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: 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: 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: Coordinated support for clients seeking personal financial alignment before, during, and after a transaction, offered through Windes Wealth Management.*
To learn more about how Windes Transaction Advisory Services can support your business growth and transition goals, contact Chase at cmcclung@windes.com.
*Investment advice is offered through Integrated Partners, a registered investment advisor doing business as Windes Wealth Management, and its registered investment advisor representatives, Mark Mitamura, Whitney Massey, and David Choi. Windes and its individual partners are solicitors to Integrated Partners and are not registered investment advisors. Solicitors do not provide investment advice and are compensated solely for their referral services.