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
  • Deal due diligence to uncover risks, manage unexpected challenges, and minimize losses
  • Buy-side M&A consulting to help you secure maximum value from acquisitions
  • Customized exit strategies to ensure you leave at the right time and peak value
  • Firm solutions to enhance your team’s capacity for expert client advisory
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.

  • Speed
    Timing is critical in transactions. We will connect you with an expert within 24 hours, equipped with the industry and technical expertise to support you at any stage of your deal.
  • Experience
    Not every CFO has the skills or capacity to secure a deal. Your expert is carefully selected and proven to deliver success in similar scenarios.
  • Objectivity
    Gain independent, data-driven insights to evaluate opportunities critically and secure the best possible outcomes.

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
  • Legal and Financial Review
    Financial performance and growth potential.
    Internal controls and processes.
    Risks like legal issues or compliance problems.
    Production capabilities and intellectual property.
  • Accurate Valuation
    What are the expected returns (NPV or IRR)?
    Can the value be achieved based on customer and board feedback?
  • Post-Deal Planning
    Are there tax benefits you can take advantage of?
    Do you need to combine operations or improve efficiency?
    Should you keep or upgrade IT and HR systems?
    How much effort and investment will the changes require?

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.

Book A Free Call Today

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 will 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 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

  • 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.

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.

SCHEDULE A CONSULTATION

Help Center: Frequently Asked Questions

Buying, selling, or restructuring a business can be complex, and Partner with CPA provides expert guidance to ensure smooth, successful transactions. We assist with due diligence, financial analysis, risk assessment, and deal structuring to help you make informed decisions.

We help with mergers, acquisitions, business sales, investments, financial restructuring, and other strategic transactions. Our goal is to maximize value while minimizing risks.

A well-planned transaction can increase profitability, reduce financial risks, and ensure regulatory compliance. Partner with CPA provides insights and strategies to help you negotiate better deals and make confident financial decisions.

Absolutely! We analyze financial records, assess risks, and ensure that you have a complete and transparent picture before making any major transaction.

Contact Partner with CPA today for a consultation. We’ll assess your needs, provide expert transaction support, and guide you through every step to ensure a successful deal.