Strategic Merger & Acquisition Support for Confident Decisions and Seamless Transitions

Whether you’re preparing for a buy-side acquisition, selling to private equity, or managing a complex merger, Strategic CFO^® provides expert M&A consulting that helps you navigate the financial, operational, and organizational aspects of the transaction.

We guide companies through all stages of M&A—due diligence, quality of earnings, valuation support, integration planning, and post-transaction cleanup. Our consultants bring decades of experience as CFOs and CEOs in buy-side and sell-side transactions across diverse industries. From financial modeling and data room prep to cash flow analysis and cultural integration, we provide the insights and tools to close the deal with confidence—and execute on your strategic goals.

Our team has been through dozens of M&A transactions, and we can guide you from the Letter of Intent through post-closing and integration. Let us maximize the value of what you are buying or selling.

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M&A Consulting

Finding the right consulting firm to assist you with your M&A transaction can be a project in itself. Often times, other firms that are looking for the one time quick hit of fees. We have been through dozens of M&A transactions, and are long-term focused. From the Letter of Intent to years beyond post-closing, we are a true advisory firm that will assist you in the integration and building of that professional back office. We can also guide you in creating that successful management team.

Finding the Right M&A Consulting Firm

Part of M&A is the sale or carve-out, and it takes the right team to prepare a company for it. You will leave value on the table if your company isn’t at its optimum level before the sale, and it takes months to get ready for it. We have a team that has been through this process, and we assist clients in working with their investment bankers to maximize value.

Have a Question About Your Deal? Send us a message and our team will reach out to discuss how we can support your M&A goals.

Partnering with Strategic CFO^® for M&A support gives your business:

Whether you’re buying or selling, we help you walk into negotiations prepared—and walk away with maximum value.

Expert-Led Due Diligence: Identify red flags before they become deal breakers
Clean, Defensible Financials: Ensure buyers, sellers, and investors trust your numbers
Quality of Earnings Reports: Clarify the true profitability of your business
Valuation & Strategy Support: Understand what your company is worth—and why
Integration Planning & Execution: Avoid costly disruptions after the deal
Integration Planning & Execution: Avoid costly disruptions after the deal
Post-Transaction Accounting Support: Get help cleaning up and scaling the new entity

Consulting Services Offered