M&A Advisory That Puts You Ahead Of Every Deal
At JS CPA Strategic Solutions, we specialize in helping business owners navigate high-stakes mergers, acquisitions, and exit strategies with confidence. Whether you’re scaling through acquisition, planning a strategic sale, or securing funding for expansion, our expert CPA consulting ensures that you maximize financial value and minimize risk.
COMPANIES WE've WORKED WITH
Our Proven 5-Step Deal M&A Process
At JS CPA Strategic Solutions, we follow a structured process to ensure that each stage of your M&A transaction is handled effectively.
Each of our 5 steps below is tailored for your unique needs:
Step 1: Strategic Planning
We begin by determining how an M&A transaction aligns with your strategic objectives and expectations. We use our knowledge of market research and the financial aspect of transactions to prevent you from making mistakes that could derail your M&A deal.
Step 2: Valuation and Readiness
We assess your company value by considering your tangible assets, intangible assets such as intellectual property, and your customer relationships.
Step 3: Strategic Targeting
We connect you with the right opportunities and align you with strategic buyers and sellers that align with your long-term goals.
Step 4: Due Diligence and Structuring
During this phase, we focus on a comprehensive evaluation of the risks and opportunities associated with your M&A deal. Then we structure the deal to secure favorable terms, ensure your tax entity is correct, and optimize to maximize your outcome.
Step 5: Negotiation and Closing the M&A Transaction
Once the due diligence is complete, we focus on negotiating your M&A deal to secure terms that work for you. We also formalize your agreement to ensure seamless integration into business operations or a successful exit.
The impact? You’ll get a higher margin and improved confidence by knowing your finances are working for you, not against you.
M&A Services
Comprehensive M&A Services Designed for Growth and Risk Reduction
Comprehensive M&A Services:
Strategic Acquisition Planning involves identifying businesses that align with your financial and operational goals to strengthen your market position. As a fractional CPA, this means conducting in-depth financial analysis, valuation modeling, and synergy assessments to pinpoint targets that complement your existing structure, expand your client base, or add new revenue streams. The focus is on acquiring companies that not only fit strategically but also enhance profitability, streamline costs, and create long-term value through disciplined, data-driven decision-making.
Optimize tax structures before a sale or purchase by evaluating how the transaction will impact overall tax liability and long-term financial efficiency. As a fractional CPA, this means analyzing entity types, asset allocations, and deal structures to minimize capital gains, maximize deductions, and ensure compliance. Proper tax planning before negotiations can significantly influence valuation, cash flow, and after-tax proceeds — positioning both buyer and seller to capture greater financial benefit. This proactive approach ensures the transaction is structured for efficiency, not just completion.
Ensure fair market value by leveraging comprehensive industry benchmarks, historical performance metrics, and forward-looking financial analysis. As a fractional CPA, this means conducting detailed valuations that consider revenue trends, profitability ratios, market comparables, and asset performance to establish an accurate, defensible value. This data-driven approach helps business owners avoid overpaying or undervaluing assets, supports transparent negotiations, and builds confidence with investors or lenders. The goal is to align valuation with real market conditions — ensuring every transaction reflects true economic worth.
Access $1M–$250M in funding for growth and acquisitions through a structured capital strategy that aligns financing options with your business goals. This means assessing your company’s financial health, preparing investor-ready financials, and connecting you with lenders, private equity partners, or institutional investors suited to your industry and growth stage. The process includes optimizing balance sheets, improving credit readiness, and positioning your business to secure favorable terms. Whether funding an acquisition, expanding operations, or increasing working capital, the objective is to unlock capital that accelerates growth while maintaining financial stability and strategic control.
Develop financing strategies that benefit all stakeholders by structuring capital solutions that align growth goals with financial responsibility. This involves analyzing funding options—such as equity, debt, or convertible instruments—and determining the mix that supports expansion while maintaining stability. The approach focuses on optimizing capital costs, safeguarding ownership interests, and ensuring fair value for investors and partners. By balancing liquidity, profitability, and long-term sustainability, these strategies create outcomes where every stakeholder benefits from growth and improved financial performance.
Align stakeholder interests for a smooth transition by ensuring that owners, investors, employees, and partners share a unified vision throughout the transaction process. This involves transparent communication, clear valuation and compensation structures, and well-defined post-transition roles. By addressing expectations early—such as leadership continuity, equity distribution, and cultural integration—you reduce friction and maintain trust across all parties. The goal is to create a seamless transition where financial, operational, and personal objectives remain aligned, preserving business momentum and long-term value.
Work with EOS implementers and M&A integrators to create a cohesive framework that bridges strategic vision with operational execution. EOS implementers help establish accountability, structure, and clarity within the organization, ensuring leadership teams are aligned and focused on measurable goals. M&A integrators, meanwhile, manage the complexities of combining systems, cultures, and financial operations during a merger or acquisition. Together, these partnerships enable a smoother transition, reduce disruption, and ensure that growth initiatives translate into sustainable performance and long-term value creation.
What Makes Our Mergers and Acquisitions Advisory Services Stand Out
We use our extensive experience to align our M&A process with your financial and personal goals in the transition of your ownership.
Here’s what sets our M&A advisory services apart:
- Integrated Tax Services: Beyond our M&A consulting services, we can structure your taxes in your M&A deal to minimize your tax liabilities and optimize your long-term profitability.
- End-to-End Deal Support: We stay with you through the whole process from planning and due diligence to negotiations, financing, and integration support.
- Effective M&A Deal Structuring and Negotiation: Your deal can win or lose at the structuring and negotiation phase. We build structures that take your objectives as top priority and maximize your outcome, both during and after the deal.
- Proven in the Real World: We’ve walked clients away from bad deals, restructured terms that saved millions, and made sure growth didn’t come at the cost of equity. Results matter, and so does protecting your future.
How Our Merger And Acquisition Services Maximize Deal Value
Wondering why our M&A services are essential in diving into complex transactions.
Dive into how our M&A services facilitate a smooth transaction:
- Strategic Positioning: We analyze your financials, operations, and market position to highlight strengths that attract premium offers or strategic buyers.
- Proactive Analysis: We don’t wait for issues to surface. We uncover hidden risks early, so you move forward with confidence, not uncertainty.
- Tailored Deal Structuring: The proper structure can add significant value. We design terms that strike a balance between tax efficiency, cash flow, and long-term growth objectives.
- Negotiation: With decades of M&A experience, we address key inquiries, assess strategic fit, and negotiate favorable terms to maximize value beyond just the purchase price.
Case Study: Walking Away From A Risky Merger
Protecting a Business from Unfavorable Terms and Major Tax Liabilities
A Canadian business with successful U.S. operations was approached for a merger by a foreign entity. While the financial projections promised growth from $20M USD to $70M USD in five years, our due diligence uncovered several red flags:
Key Challenges
- Ownership Dilution & Control Risks – The valuation heavily favored the foreign company, reducing our client’s equity stake.
- Tax Implications – The structure imposed excessive capital gains taxes.
- Liquidity Issues – No upfront cash component left the client financially exposed.
- Risk Allocation – The majority of financial and operational risk fell on our client.
Our Approach & Results
- Conducted in-depth due diligence & financial analysis.
- Restructured the deal for better tax efficiency.
- Negotiated alternative ownership structures.
- Ensured fair valuation and financial protections.
Final Outcome: Our client walked away from a risky deal, protecting millions in assets and securing better opportunities.
Start Your Journey with the Right M&A Advisory Partner
At JS CPA Strategic Solutions, we have a track record of successful M&A deals in multiple industries, including accounting, banking, and technology.
With JS CPA Strategic Solutions by your side, you can move through every stage of your M&A transaction with confidence, knowing your goals and value are fully protected.
Schedule a Consultation
Trust JS CPA Strategic Solutions to guide your business with clarity, strategy, and unwavering financial expertise.
Get in Touch
Email Us
info@jscpass.com
We typically respond within 1 business day.
Frequently Asked Questions (FAQs)
We know mergers and acquisitions advisory services come with plenty of questions. We’ve compiled clear answers to the most common ones we hear from clients.
Our M&A consulting services encompass all types of M&A-related processes. Our services include:
- Conducting due diligence on all aspects of an M&A transaction
- A comprehensive valuation of your business and assets
- Preparing your business for sale and negotiating the best possible deal terms
- Identifying potential targets that have the potential to grow and expand
- Guiding you after a successful M&A integration
Here are the benefits you can get from our M&A advisory services:
- Access to Our Expertise: You get access to our specialized experience to enhance your chances of a successful M&A transaction.
- Achieve the Maximize Value in M&A Transactions: We will conduct a financial and operational analysis of your target company to negotiate the best possible deal terms.
- Mitigate Risks: Working with us, we conduct due diligence to identify potential risks that can impact your M&A transaction before signing the contracts.
- Leverage Our Advanced Negotiation Skills: With our negotiation skills, we can negotiate the best deal terms for you, ensuring you close deals faster and smoothly.
Transaction Advisory Services (TAS) is a consulting service that helps businesses navigate complex transactions such as M&A, joint ventures, and restructuring.
At JS CPA Strategic Solutions, we provide financial due diligence, valuation analysis, deal structuring, tax advisory services, and post-merger integration support.
The easiest way to know is to look at the evidence:
- We’ve guided U.S. and Canadian clients through successful, closed deals.
- We follow a straightforward, proven process that helps you exit in the next 3 to 5 years.
- Testimonials and client referrals back our track record.
Here at JS CPA Strategic Solutions, we take on these core roles to make sure every deal succeeds:
- Buy-side Advisory Services: Our team has extensive knowledge in identifying suitable companies, negotiating deals, and closing them.
- Sell-side Advisory Services: We manage every step of your business sale, from valuation and preparation for your company sale to negotiation and closing of the M&A deal.
- Post-deal Integration Help: We ensure your post-deal operations and culture align.