Windes Appoints Chase McClung to Lead Transaction Advisory Services Practice

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, Chase 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. Sean McFerson, Managing Partner at Windes, emphasized that 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.

McFerson noted that whether clients are preparing to sell, acquire, or grow through strategic investment, the Transaction Advisory Services team provides the clarity and expertise needed to navigate complexity and secure lasting success. Chase commented on his appointment, stating that he is honored to lead this practice and continue building on the firm's strong foundation in transactional advisory services. He emphasized that while every client and every transaction is unique, the fundamentals of value creation remain the same: rigorous financial analysis, strategic foresight, and a clear understanding of what drives enterprise value.

The Transaction Advisory Services include comprehensive 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. The value acceleration & exit planning component focuses on strategic planning to align personal and business goals, enhance key performance drivers, and design effective exit strategies to maximize long-term business value.

A key differentiator for Windes is the wealth management integration, which provides coordinated support for clients seeking personal financial alignment before, during, and after a transaction, offered through Windes Wealth Management. This integrated approach ensures that business transitions are coordinated with personal financial goals, creating a comprehensive solution for business owners navigating significant financial decisions. The firm's expertise in serving growth-oriented small and mid-sized privately held companies, nonprofit organizations, and high-net-worth individuals positions it to deliver tailored advisory services that address the unique challenges of business transitions and value preservation.