Contact Us Boutique CPA Firm with a Focus on M&A Providing assurance and advisory services to lower middle-market private companies, their owners, private equity firms and family offices. CM3 Advisory Our Services

M&A Transaction Advisory & Exit Planning

Tailored due diligence services that give buyers and sellers the confidence they need to go through a transaction.

Pre-Transaction Prep & Post-Merger Integration

Financial reporting expertise to address accounting issues and avoid costly surprises and delays.

Consulting, Assurance & Tax

Audit readiness, cross-border/international consulting, fraud and forensics, technical acumen of financial reporting and operational know-how.

How We Can Help

Our Services

Meet the Team

About CM3 Advisory

CM3 Advisory is a boutique CPA firm focused on providing assurance and advisory services to lower middle-market private companies, their owners, and private equity firms. Our clients typically seek a specialized skill set, geographical or industry contacts, and concierge-level service. 

Managing Director

We can help you get where you want to be.