Below $100 million, real diligence is hard to find.
In larger deals, no serious acquisition closes without independent financial diligence. Below that level, a national firm's minimum fee rarely fits the deal, most local CPA firms focus on tax and audit, and broker-prepared financials are built to market a business, not to test it. Mergent Advisory was built for that gap.
Six reasons owners and buyers call us
Executive-level expertise without a full-time executive
CFO-caliber judgment on a fractional or project basis that fits the size and budget of your business.
Big-firm quality, sized for your business
Every model and report is sourced, reconciled and built to hold up with a lender, investor or board, without a national firm's fees or timeline.
We read your numbers the way a buyer will
Our founding discipline is transaction advisory. On every engagement, even a monthly close review, we ask: does this number hold up, and does it help or hurt what the business is worth?
Recommendations you can act on Monday morning
We measure our work by whether you can use it, not by how thick the report is. Findings become decisions, not observations.
One firm for the life of your business
The team that improves your monthly reporting is the same team that prepares you for a sale and values the business. No starting over with a new firm.
Partners do the work, and we stay independent
You deal directly with the partner accountable for the result. We never take a success fee, so our conclusions don't depend on whether a deal closes.
Doing nothing
Decisions get made without the facts, and problems surface when a buyer or lender finds them.
A full-time hire
A senior salary and benefits for expertise you may need a few days a month.
A national firm
Built for much larger clients, with fees, minimums and timelines to match.
Start with a conversation.
No cost and no pressure, and an honest read on whether we're the right fit. If we're not, we'll tell you.