Richard S. Willinger

Richard (Rick) Willinger brings a wealth of tax expertise and a client-focused approach to Mercadien. With over two decades of experience at Mercadien, Rick has guided numerous clients through major business events, including the intricate processes of buying and selling businesses. Rick’s deep understanding of transaction advisory allows him to provide crucial insights to clients throughout the entire M&A process, from initial strategy to final execution. Rick’s expertise in succession and exit planning offers a unique perspective for clients considering M&A as part of their long-term business strategy. Navigating the complex tax landscape of M&A deals is where Rick truly shines. His extensive knowledge of business regulations and tax implications enables clients to make informed decisions that optimize their financial outcomes. Rick’s approach to client service sets him apart in the M&A field. He prefers face-to-face meetings and in-depth conversations, allowing him to thoroughly understand each client’s unique needs and objectives. This personalized approach is particularly beneficial in the nuanced world of mergers and acquisitions. As a former tax department leader with experience serving both individuals and businesses, Rick brings a comprehensive perspective to the financial and personal implications of M&A deals. He often acts as a “quarterback” for his clients, ensuring all aspects of a transaction are carefully considered and addressed. Rick’s journey from a Big Four firm to his current leadership role at Mercadien has given him a front-row seat to the firm’s growth and specialization over the past 20 years. This experience enriches his ability to provide nuanced M&A advisory services. His positive outlook, encapsulated in his motto “Positive action with positive thinking results in success,” sets an optimistic tone for navigating even the most challenging M&A processes. From comprehensive transaction planning to meticulous execution, Rick’s contributions help ensure that every M&A deal is approached with the utmost care and strategic insight.