M&A Transaction Advisory & Exit Planning

Transaction Advisory

CM3 provides buyers and sellers the confidence they need to go through a transaction by providing tailored due diligence services commonly known as “quality of earnings.” Additionally, we provide specialty transaction advisory services such as working capital calculations, financial projections, and analysis, just to name a few. Unlike larger firms, we are an independent boutique firm which gives us complete flexibility to take on engagements that are tailored to the needs of our clients.

Exit Ready

You’ve spent your life building your business and the time has come to move on to the next phase of life. Whether you’re a business owner that’s buying or selling, the M&A process is difficult and owners are faced with a myriad of unexpected financial and non-financial challenges when the time comes. From assisting clients navigate family complexities, assisting with the selection of service providers to providing insightful guidance during the process, we have the experience to help you, the business owner, navigate through extreme complexity with minimal disruption to your business. Our “Exit Ready” service provides you with an interim CFO level service made specifically for helping the business owner get through a transaction. Here are some examples of the features that this service offers:


  • Helping the current controller or CFO identify GAAP departures and correct them
  • Documenting internal controls, identifying weaknesses and remediating them
  • Streamlining the financial reporting and board presentation package
  • Assistance selecting an audit firm and serving as the liaison between the company and the audit firm.
  • Serving as a liaison between the company and the investment bankers
  • Serving as a liaison between the company and the due diligence team
  • Post-merger integration (buyers)

We can help you get where you want to be.