Windes Appoints Chase McClung to Lead Transaction Advisory Services Practice

Windes, a premier advisory and accounting firm, has appointed Chase McClung as Audit & Assurance Services Partner to lead its Transaction Advisory Services practice. Chase brings a decade of experience growing this practice and has developed a passion for helping business owners achieve successful exits. The Transaction Advisory Services practice takes a holistic approach to assisting business owners and executives in growing, transitioning, and preserving value throughout their business and personal financial journey. This strategic appointment positions Windes to strengthen its comprehensive support for clients navigating critical business transitions.

According to Sean McFerson, Managing Partner at Windes, Chase's leadership and expertise make him uniquely suited to guide this effort and ensure clients receive forward-looking, integrated support at critical inflection points in their business journey. The practice combines the firm's deep experience in mergers & acquisitions strategy with value acceleration & exit planning, providing coordinated insight across deal structure, valuation, tax implications, and long-term transition goals. Chase commented that he's honored to lead this practice and continue building on the firm's strong foundation in transactional advisory services, emphasizing that while every client and transaction is unique, the fundamentals of value creation remain consistent: rigorous financial analysis, strategic foresight, and clear understanding of what drives enterprise value.

The Transaction Advisory Services include three core components: Mergers & Acquisitions Strategy, which provides 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, focusing on strategic planning to align personal and business goals, enhance key performance drivers, and design effective exit strategies to maximize long-term business value; and Wealth Management Integration, offering coordinated support for clients seeking personal financial alignment before, during, and after a transaction through Windes Wealth Management. Windes serves as a leading advisory, audit, and tax firm for growth-oriented small and mid-sized privately held companies, nonprofit organizations, and high-net-worth individuals, using tailored expertise to proactively inform decision-making and maximize clients' business potential.