Windes Appoints Chase McClung to Lead Transaction Advisory Services Practice

Windes, a premier advisory and accounting firm, has appointed Chase McClung as the leader of its Transaction Advisory Services practice. McClung, who has served as an Audit & Assurance Services Partner, brings ten years of experience growing the practice and developing expertise in assisting business owners with successful exits. The Transaction Advisory Services practice takes a holistic approach to helping business owners and executives grow, transition, and preserve value throughout their business and personal financial journey.

The practice combines Windes' deep experience in mergers & acquisitions strategy with value acceleration & exit planning, offering clients coordinated insight across deal structure, valuation, tax implications, and long-term transition goals. Sean McFerson, Managing Partner at Windes, emphasized that McClung's leadership and expertise position him to provide forward-looking, integrated support during critical business inflection points. McFerson noted that whether clients are preparing to sell, acquire, or grow through strategic investment, the Transaction Advisory Services team delivers the clarity and expertise needed to navigate complexity and achieve lasting success.

McClung expressed honor in leading the practice and continuing to build on Windes' strong foundation in transactional advisory services. He highlighted that while every client and transaction is unique, the fundamentals of value creation remain consistent: rigorous financial analysis, strategic foresight, and a clear understanding of enterprise value drivers. The appointment signals Windes' commitment to enhancing support for businesses during pivotal transitions.

Windes Transaction Advisory Services encompass several key areas. Mergers & Acquisitions Strategy 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. Value Acceleration & Exit Planning focuses on strategic alignment of personal and business goals, enhancing key performance drivers, and designing 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 transactions, available through Windes Wealth Management.

This leadership appointment underscores the growing importance of integrated advisory services in today's complex business environment. For business owners considering mergers, acquisitions, or exit strategies, having access to comprehensive transactional expertise can significantly impact deal outcomes and long-term financial security. The holistic approach addresses not only immediate transaction needs but also aligns business transitions with personal wealth management goals, creating a seamless pathway from corporate strategy to individual financial planning.