Due Diligence

Financial modeling consulting services helping small businesses understand their financial realities and forecast performance through customized financial models and one-on-one consulting.

Schneider Downs is a regional CPA and advisory firm founded in 1956 with offices in Pittsburgh, Columbus, and Washington, D.C. The firm provides accounting, tax, consulting, and transaction advisory services including Quality of Earnings analysis. With approximately 500-1,000 employees, their advisory practice supports acquisition due diligence for mid-market transactions.

Comprehensive financial solutions for businesses and individuals. Ranked #44 among nation's largest accounting firms. Services include accounting, advisory, assurance, tax, transaction advisory, and HR business services.

Accounting for acquisition entrepreneurs. Specializes in financial due diligence, quality of earnings analysis, and outsourced accounting services for business buyers and owners. WI Firm #1651.

RKG Consulting Group provides financial due diligence, business valuation analysis, and growth advisory services for acquirers of privately held small and mid-sized companies. Led by Managing Director Bob Greisman, who brings 30 years of experience at major CPA firms and in management consulting, the firm specializes in identifying financial discrepancies in seller financials for buyers in the lower middle market. RKG covers manufacturing, distribution, retail, services, real estate, technology, and healthcare sectors.

LiteQoE provides Quality of Earnings analysis services for small business acquisitions. The firm offers streamlined QoE reports as a cost-effective alternative to full-scope financial due diligence for lower middle-market transactions.

Verne is a SaaS holding company co-founded by Colin Keeley and Brent Sanders that also offers standalone technical due diligence services for acquirers. Their tech DD practice evaluates technology stacks, identifies risks, estimates future development expenses, and surfaces negotiation points for buyers of software businesses. Verne serves PE firms, search funds, and independent sponsors evaluating software acquisitions.

Forward Firm (formerly Petracca Group) is a boutique M&A consulting practice founded by Mitch Petracca, CPA, a former PwC auditor who has led financial due diligence work on over 100 M&A transactions. The firm specializes in Quality of Earnings reports, financial due diligence, valuations, and transaction advisory for private equity firms, independent sponsors, ETA searchers, and venture capitalists.

Houston-based CPA firm specializing in buy-side and sell-side M&A financial and tax due diligence, transaction accounting, business valuation, and forensic accounting. Recognized as a Top 10 Financial Transaction Advisory Services Provider in 2023. Focuses on lower middle market enterprises with valuations from $5M to $100M.

Next generation accounting firm bridging traditional accounting with modern technology. Provides tax services, financial due diligence, and data solutions for businesses in the Greater Milwaukee area.

Frak Finance provides fractional CFO services for SMBs and specializes in buy-side due diligence for business acquisitions. Their buy-side services include Quality of Earnings (QoE) reports, valuation analysis, financial forecasting, and industry analysis to help buyers evaluate potential acquisitions and make informed purchasing decisions.

Strategex is a Chicago-based 80/20 management consultancy founded in 1993 specializing in customer due diligence and commercial due diligence for private equity transactions. The firm assesses customer relationships, identifies at-risk accounts, and delivers value creation roadmaps in under 30 days, supporting over $6B in transactions annually.