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Path to a successful transaction

Escalate your options
Escalate your control
Escalate your value


We provide a narrow suite of services focused entirely on ensuring a successful transaction. 

  • Transaction preparedness

  • Buy-side due diligence


We have helped hundreds of startups and privately held companies across a wide range of industries, including:

  • Construction

  • Manufacturing

  • Retail and distribution

  • Business services

  • Technology


Our clients typically include:

  • Closely-held or family-owned businesses

  • Fast-growing startup companies

  • Private equity-sponsored companies

  • *Client references are available upon request.


Has your company been approached by a prospective buyer or investor? Have you contemplated an exit sometime in the next 6 to 24 months? We bring 20-plus years of International Public Accounting Firm M&A experience to bear on behalf of startups or closely-held companies that have rightly been focused on operational excellence.


We know what questions prospective buyers will ask, and we help ensure that your company's financial information will effectively demonstrate its value. Lack of preparedness will certainly lead to value deterioration, while foresight and planning will escalate it.



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