Ownership of a company comes with financial planning, resource planning and overall management of the acquisition / merger process. Whether you’re looking to consolidate with another business or take over due to the competitive nature and market opportunity – TheCPADude is a full-service agency working within our interprofessional agency to support your needs.

Growth and downsizing have upsides and downsides. The process of what we prepare for our clients are not limited to business acquisition planning, financing opportunities and a main focus on analysis.

Join forces with TheCPADude for a well planned and financially managed future.


  • Financial Law – How does the M&A affect your business
  • Future planning – A financial look at the health of your current business and where it needs to be to purchase or be sold
  • Corporate Restructuring and Finances – Is what your team producing returning value to the organization
  • Management Accounting – We are the external check and balance to your current SMB or Medium Sized Business Accounting. Helping capture and assess a plan
  • Predictive financial planning