Bringing Clarity, Trust, and Results
to Your M&A Journey
After years of investing your energy, vision, and heart into your business, it is time to realize its full value and move confidently into your next chapter — with the right strategy, the right numbers, and the right partner by your side. At The M&A CPA, we help business owners, deal teams, and advisors navigate the M&A journey with confidence. From exit readiness and quality of earnings to financial storytelling, diligence support, and post-close integration, we provide CPA-level rigor and strategic insight at every stage of the deal.
Backed by Berman Hopkins CPAs, one of the leading middle-market advisory firms in the Southeast, our mission is simple. We help great companies prepare well, sell smart, and unlock maximum value.
Are you ready to realize the full value of what you have built?
Blog
Explore our blog for expert insights on M&A, business strategy, and financial management. We share practical advice to help business owners, advisors, and deal teams navigate every stage of the transaction journey.
The M&A CPA Roadmap
Every deal has moving parts — from valuation and diligence to structure and integration. Our team brings financial precision and strategic insight to every stage, helping you move from preparation to post-close with clarity and confidence.
The M&A CPA Advantage
Every transaction tells a story. We help you write that story with clarity, confidence, and control. Our team provides expert M&A advisory and CPA-level diligence to help business owners, deal teams, founders, investors, and advisors prepare strategically, execute effectively, and realize maximum value.
Pre-Transaction &
Exit Readiness
Build a strong foundation for a successful sale. We evaluate financial readiness, uncover value opportunities, and create a clear, strategic roadmap to help you sell on your terms.
Closing &
Integration
Move from transaction to transformation. We guide clients through closing and post-close execution to ensure a seamless transition that preserves value and momentum.
Quality of Earnings & Diligence Support
Gain control of your deal story. Our CPA-led diligence analyzes earnings quality, normalizations, and key drivers to help you negotiate with confidence and minimize surprises.
Exit Readiness
Playbook & Diagnostic
Start your journey with clarity and insight. Our proprietary Exit Readiness Playbook and diagnostic tools align your business, team, and advisors around a clear path to value creation.
Chris Langlois
VP of Corporate Development
The Quality of Earnings team provided an exceptional level of insight and professionalism throughout the process. Their in-depth analysis gave us a transparent view of our true earnings and uncovered key adjustments that directly enhanced the value of our transaction. Their findings not only strengthened our position during negotiations but also gave us complete confidence in our financial story.
Ted Parker
Founder & CEO
Working with the team felt like having a trusted partner at the table. Their advisory insights, audit precision, and tax strategies helped us strengthen our operations and make informed decisions for long-term growth.
Zach Rose
President & CEO
The M&A CPA team brought clarity and confidence to every decision we made. From audit to advisory, they helped us see the full picture—aligning our financial strategy, improving compliance, and setting us up for long-term success.