Our Services

M&A Transaction Advisory & Exit Planning

CM3 provides buyers and sellers the confidence they need to go through a transaction by providing tailored due diligence services and specialty transaction advisory services such as working capital calculations, quality of earnings, financial projections, analysis, and more.

Pre-Transaction Prep & Post-Merger Integration

For private equity firms, we provide GAAP and audit expertise to address accounting issues in new platform or add-on acquisitions and streamline financial reporting with other companies in the portfolio; and we work with companies’ existing management team and accounting department to help prepare the company for a process.


We offer audit readiness services; cross border / international consulting on assurance, tax, banking, M&A transactions, financial reporting, and operational issues; and fraud prevention strategies, best practices, policies, and procedures appropriate for your business.

Family Office CFO

We organize and centralize the management of a family’s personal and business financial affairs, and maintain the financial house in as good an order as that of a well-run public company.


We are focused on providing excellence in areas demanding deep technical acumen of financial reporting and operational know-how. We work with a select group of tax professionals at various local, regional, and large firms, depending on the needs of our clients.


We pride ourselves on helping private businesses obtain a deeper understanding of the story financial statements tell – we help cut through complexity and provide reasonable guidance around best accounting and auditing practices for your business.

We can help you get where you want to be.