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Grounded in Florida, Trusted Nationwide

Backed by Berman Hopkins CPAs, The M&A CPA combines deep middle-market experience with the rigor of one of Florida’s leading CPA firms. We guide business owners, investors, and advisors with clarity, trust, and results, helping them navigate M&A transactions with confidence. Our team has successfully guided clients across industries such as construction, distribution, healthcare, and manufacturing, ensuring smooth, compliant, and value-driven deals that support long-term success.

With offices in Orlando and Melbourne, we serve clients nationwide, providing expert transactional advisory, financial, audit, and tax support. As one of the largest independently owned CPA firms in Central Florida, we are proud to be recognized for excellence, collaboration, and client-first relationships that drive lasting results.

Discover more about our people and their expertise by visiting us on LinkedIn.

Meet the Experts Behind the Results

Steve Rivera, CPA

Advisory & Audit Partner

Steve Rivera

Makenzie Wirth, CPA

Senior Advisory Manager

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Jen L’Argent

Advisory Manager

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Agnes Gregory, CPA

Tax Partner

Agnes Gregory

Justin Knox, CPA

Tax Partner

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Why CPA-Led M&A Matters

Most M&A advisors chase the deal. We focus on the numbers that make the deal possible. At The M&A CPA, every engagement combines technical rigor, transaction expertise, and financial storytelling — because in lower- to middle-market deals, reliable financials are not just helpful; they are decisive. They can mean the difference between a smooth close and a deal falling apart.

 

We help our clients:

  • Build a defensible EBITDA story that withstands scrutiny.

  • Translate messy books into investor-grade diligence packages.

  • Bridge the gap between audit integrity and deal speed.

  • Identify financial red flags before buyers find them.

When uncertainty strikes, the numbers decide the outcome. That is why CPA-led M&A advisory matters. It brings clarity, builds trust, and delivers results when the stakes are highest. Committed to excellence in every transaction, we turn complex financials into confident decisions and successful exits.

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