ACCOUNTING & BOOKKEEPING
Transaction Advisory Services
Get expert insights and due diligence from seasoned professionals who give you a 360° view of your deal. Our services cover M&A consulting, exit strategies, and more to support your success.

Transaction Advisory Services to Help You Maximize Every Opportunity
Whether you are growing your business through an acquisition or preparing for your next chapter, our transaction advisory services support you from start to finish, helping you identify opportunities and close deals at the best value.

Our CFO consultants offer
Partner With Proven Strategic and Functional Leaders
Our fractional CFOs are among the top 2% in finance and accounting, with experience from Big 4 firms and Fortune 500 companies.


M&A Consulting
M&A Advisory Services: Spot Risks and Maximize Opportunities
Over half of M&A deals fail due to poor planning and lack of preparation. Our advisory services and thorough due diligence help you understand all the risks, opportunities, and outcomes across key areas like finance, operations, HR, and IT.
How We Support Your M&A Journey
Why Choose Our Services?
We offer personalized financial solutions designed to fit your business perfectly. From tax compliance
to strategic planning, we help you reach your goals with expert guidance and unmatched efficiency.
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?

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 are 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
Trusted by Thousands of U.S. Businesses
Whether you are a startup or a well-established business, we provide the expertise you need to thrive.
See why companies nationwide rely on us as their trusted financial partner.
100%
US-based talent
60+
industries served
250+
skill sets
15
avg. years of experience
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.
