Windes Appoints Chase McClung to Lead Transaction Advisory Services Practice

Windes, a premier advisory and accounting firm, has appointed Chase McClung as the new leader of its Transaction Advisory Services practice. McClung, previously an Audit & Assurance Services Partner, brings ten years of experience growing the practice and developing expertise in helping business owners achieve successful business exits.

The Transaction Advisory Services practice represents a comprehensive approach to assisting business owners and executives through various stages of their business and personal financial journeys. The practice combines the firm's expertise in mergers and acquisitions strategy with value acceleration and exit planning, providing clients with coordinated insight across deal structure, valuation, tax implications, and long-term transition objectives.

Sean McFerson, Managing Partner at Windes, emphasized McClung's qualifications for the leadership role. "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 stated. "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 position, commenting, "I'm honored to lead this practice and continue building on the firm's strong foundation in transactional advisory services. 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."

The Transaction Advisory Services practice encompasses three key service areas. The Mergers & Acquisitions Strategy component provides guidance through the entire transaction lifecycle, including financial and tax due diligence, quality of earnings analysis, working capital assessment, business structure planning, and post-close follow-up services. The Value Acceleration & Exit Planning segment 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 distinctive feature of Windes' approach is the integration of Wealth Management services, offering coordinated support for clients seeking personal financial alignment before, during, and after business transactions through Windes Wealth Management. This holistic approach recognizes that business transactions often have significant personal financial implications that require careful coordination.

The leadership appointment comes at a time when many business owners are navigating complex market conditions and considering strategic transitions. McClung's decade of experience in developing the practice positions him to guide clients through the increasing complexities of business transactions, mergers, and ownership transitions in today's dynamic economic environment.

For businesses considering growth through acquisition, planning ownership transitions, or preparing for eventual sale, the integrated approach offered by Windes' Transaction Advisory Services provides comprehensive support that addresses both immediate transaction needs and long-term strategic objectives. The practice's focus on coordinated insight across financial, tax, and strategic dimensions helps business owners make informed decisions during critical business inflection points.