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FAQ: Chase McClung's Appointment as Leader of Windes Transaction Advisory Services
TL;DR
Windes appoints Chase McClung to lead Transaction Advisory Services, giving clients strategic advantage in mergers, acquisitions, and exit planning to maximize business value.
Windes' Transaction Advisory Services provides coordinated analysis of deal structure, valuation, tax implications, and long-term transition goals through rigorous financial assessment.
Windes helps business owners align personal and business goals, preserving value through every stage of their financial journey for lasting success.
Chase McClung brings 10 years of transactional expertise to lead Windes' holistic advisory practice, focusing on unique client needs and value creation fundamentals.
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Windes has appointed Chase McClung, an Audit & Assurance Services Partner, to lead its Transaction Advisory Services practice, bringing his 10 years of experience and passion for helping business owners achieve successful exits.
Chase McClung is an Audit & Assurance Services Partner at Windes who has been instrumental in growing the Transaction Advisory Services practice for the past 10 years and has developed a passion for assisting business owners achieve successful exits.
The practice offers three main services: Mergers & Acquisitions Strategy (guidance through the entire transaction lifecycle), Value Acceleration & Exit Planning (strategic planning to align goals and maximize value), and Wealth Management Integration (coordinated personal financial support through Windes Wealth Management).
According to Managing Partner Sean McFerson, Chase's leadership and expertise make him uniquely suited to ensure clients receive forward-looking, integrated support at critical inflection points in their business journey, providing clarity and expertise to navigate complexity.
Chase commented that while every client and 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 practice helps business owners and executives grow, transition, and preserve value through every stage of their business and personal financial journey, whether they're preparing to sell, acquire, or grow through strategic investment.
Wealth Management Integration provides coordinated support for clients seeking personal financial alignment before, during, and after a transaction, offered through Windes Wealth Management. *Investment advice is offered through Integrated Partners, a registered investment advisor doing business as Windes Wealth Management.
You can visit windes.com or contact Chase McClung directly at cmcclung@windes.com to learn more about how Windes Transaction Advisory Services can support your business growth and transition goals.
Windes serves 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 business potential.
The announcement was made on November 03, 2025, as indicated in the press release header from LONG BEACH, CA.
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