ACCOUNTING & BOOKKEEPING

Transaction Advisory Services

Get due diligence and data insights from veterans who give you a 360 view of your deal. Our transaction advisory services include M&A consulting, exit strategy and more.

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M&A Consulting

Buy-Side Consulting

Exit Strategies

Outsourcing with PartnerwitCPA

Transaction Advisory Services Help You Act on Opportunity

Whether you’re expanding your business with an acquisition or moving on to a new chapter, Partner With CPA transaction advisory services support your process from start to finish, from identifying opportunities to closing at maximum value.

Our CFO consultants provide:
  • Deal due diligence to identify risks, model unexpected impacts and minimize potential losses.
  • Buy-side M&A consulting to help you glean the most value from a deal.
  • Business exit strategy consulting to help you leave at peak value.
  • Firm solutions to build capacity for client advisory.
Work With Proven Strategic and Functional Leaders

Our fractional CFOs represent the top 2% of finance and accounting experts, with many hailing from the Big 4 and Fortune 500s.

  • Speed
    In transactions, timing is everything. In just 24 hours, we’ll match you with an expert who has the industry and technical knowledge to match pace wherever you are in the deal process.
  • Experience
    Not all CFOs have the bandwidth or skill set to help lock down a deal. Your expert is vetted to ensure they’ve demonstrated replicable success in similar situations.
  • Objectivity
    Get independent, data-based points of view to help you approach opportunities with healthy skepticism that gets you a bigger takeaway.

“The bookkeeper we’re working with is wonderfully responsive and able to bring clarity even to our blind spots. She is already an important part of our team only one month in.”
– Jacquelyn C., Managing Director and Co-Founder

Trusted by Thousands of U.S. Businesses

From small businesses and startups to mature companies, our experts meet you where you’re at with the exact skills and experience you need. Here’s why we’re the preferred choice for businesses across the country.

100%

US-based talent

60+

industries served

250+

skill sets

15

avg. years of experience

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M&A Consulting

M&A Advisory Services: Lock In On Potential Risks & Synergies

Over 50% of M&A deals fail, often due to shallow preparation and foresight. Robust advisory services and due diligence clarifies all the facts, risks and outcomes of a potential deal across finance and operations as well as HR, IT and other key business functions.

Core M&A due diligence activities:
  • Legal and Financial Analysis

    See every opportunity ahead. Review your target’s strengths and risks, including:
    Financial metrics and performance
    Internal controls
    Growth profile
    Litigation risks
    Production capabilities
    Intellectual property
  • Valuation

    Get a measured, data-driven valuation to project the outlook of the deal years out.
    What is the Net Present Value (NPV) or Internal Rate of Return (IRR)?
    Is the value attainable based on customer insights?
    Is the value attainable based on board insights?
  • Optimization

    Refine your deal strategy and the road after close:
    Are there new tax opportunities you can leverage?
    Will you need to consolidate or enact other efficiency measures?
    Will you adopt the IT and HR systems the target uses?
    How much change will you need to invest in and orchestrate?

Why Choose Our Services?

We provide expert financial solutions tailored to meet your unique business needs. From tax compliance to financial planning, we help you achieve your goals with precision and efficiency.

APPLY AS AN EXPERT

Buy-Side Advisory

Execute the Deal: Buy-Side M&A Advisory

Partnerswith CPA makes the buying process as agile as possible, so you can catch the value in today’s evolving landscape.

Deals can take years of swimming upstream to secure capital, obtain leadership buy-in and monitor the profitability of your target. How can we make the journey seamless?

  • Find best-fit acquisition opportunities
    Align your objectives with target criteria and identify top targets based on performance and valuation projections.
  • Negotiate the deal
    We’ll help you ensure the price is right for your deal and navigate the structure of the transaction.
  • Finance the transaction
    Engage ongoing support to help you secure funding or free up cash to see the transaction through.

Exit Strategies

Capitalize on Change With Business Exit Strategy Consulting

No two business exit strategies are alike. Our experts take a comprehensive approach to enhancing your value pre-exit and achieving your goals for your company’s legacy, whether you’re looking towards an IPO, a sale or a liquidation.

Liquidation

Wind down your business operations on a high note.
Maximize the value of your assets.
Tie up financial loose ends.
Ensure proceeds go to pay off debts and shareholders.

Inside Sale

Transition your operations smoothly via a management buyout.
Align interests between current and future owners.
Negotiate the terms of the sale.
Minimize disruption to operations.

Outside Sale

Foster competitive bidding with the right buyers.
Identify strategic buyers, investors or private equity firms.
Assess financials and develop strategies to enhance business value.
Negotiate purchase price, targets and timelines of the transaction.

Initial Public Offering

Raise capital and provide an exit option for your existing shareholders.
Assess business and financial IPO readiness before going public.
Ensure accurate reporting and compliance with regulatory standards.
Do comprehensive analysis and benchmarking to determine valuation and pricing.
Manage investor expectations and convey a compelling company story.

Outsourcing with PartnerwithCPA

Optimize Your Next Deal With Outsourced Transaction Advisory Services From Partnerwith CPA

Deal activity is accelerating in frequency and complexity around the world. Access our network of vetted finance experts to augment your team with the niche skills needed to optimize transactions, minus the guesswork.

Beat endless talent searches with:

  • A deep bench of seasoned experts to advise on deals in specific industries and business types.
  • Rigorous vetting and upfront expectation setting to maintain end-to-end quality.
  • Flexible support available across the finance function to further increase bandwidth or position your accounting for the transaction.

Real-Time Business Solutions,
Seamless Collaboration

Partner With CPA powered platform optimizes talent matching, speeds up processes and unlocks data-driven insights to solve immediate and long-term business challenges like never before.

  • Ready-to-start
    expertise
  • Streamlined
    onboarding
  • Full project management
    support
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