Services

Know What a Business Really Earns Before You Buy It

Buying or selling a business is the biggest financial decision you will make. One overlooked liability, one inflated revenue claim, one poorly structured deal, and it costs you everything. We make sure that never happens.

35+ Years of Proven Experience
Get A Quote!
Get A Quote!
Get your free quote

Tell us about your deal and we will tell you exactly what needs to happen financially to protect your investment and maximize your outcome. Free, fast, zero pressure.

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Intro

The Financial Truth Behind Every Deal, Before You Sign Anything

Most deals look great on the surface. The numbers seem solid, the seller is convincing. Underneath? Hidden liabilities, overstated revenue, tax exposure, and structural landmines that turn a dream acquisition into a nightmare. For contractor deals that often means soft WIP schedules, profit fade, and retainage that never collects. We find every one before you are legally obligated.

Our Work Process

See how our M&A team protects your investment and maximizes your outcome at every stage of the deal.
1

Deal Assessment

We start by understanding your transaction. What you are buying or selling, where you are in the process, and what financial questions need answering before you can move forward.

2

Due Diligence and Structuring

We run full financial due diligence, validate revenue and expenses, pressure-test the WIP schedule and backlog, surface hidden risk, and structure the deal to cut tax exposure and protect your assets.

3

Close and Integrate

We support negotiation, advise on final deal structure, and stay with you after closing to integrate financials, build reporting systems, and make sure the deal delivers the returns you projected.

Proactive finance and real strategy, not just tax-time check-ins. We grew 35% last year.
Tony M.
Concrete & Masonry, Austin TX
My CPA at AceCPAs transformed how I price my jobs. Before, I was guessing costs and hoping for profits. Now, we have detailed job costing and profitability reports. I’m pricing smarter, bidding more competitively, and actually growing profitably. It completely changed my outlook on my business.
Rick D.
Custom Home Remodeling, Sacramento, CA
I was amazed at how much money I was leaving on the table until Mubarak Shah (CPA) stepped in. They restructured our tax planning, identified deductions via Section 179 deductions and bonus depreciation we had overlooked for years, and literally saved us tens of thousands of dollars in tax season. It’s like finding hidden money every year.
Laura G.
Commercial Contractor, Nashville, TN
Working with our bookkeeper at AceCPAs has changed everything. We went from barely knowing if jobs were profitable to having weekly financial dashboards and monthly financial meetings. Every decision I make is now informed by accurate numbers, giving me complete confidence to grow faster.
Steve P.
Roofing and Exterior Services, Phoenix, AZ
Before, my weekends were consumed with paperwork and chasing invoices. Now, my accountant at AceCPAs handles everything from bookkeeping to taxes. I actually have weekends off and can enjoy time with family. It’s not just money saved; it’s given me back my life.
Mark S.
Excavation & Site Preparation, Seattle, WA

Why Choose Us

ACE CPAs is the M&A financial partner US buyers and sellers trust to protect their interests and maximize their outcome.

DEDICATED M&A EXPERIENCE
Decades advising on US acquisitions and exits across construction, e-commerce, healthcare, and professional services. We know how contractor financials really work.
BUYER AND SELLER SIDE
We protect buyers with deep due diligence and represent sellers with strategic preparation that maximizes valuation. Whichever side of the table you are on, we are with you.
TAX OPTIMIZED STRUCTURING
Every transaction we touch is structured to minimize tax exposure and protect assets. The right structure can save you hundreds of thousands of dollars.
FULL POST CLOSE SUPPORT
The deal closing is not the end. We integrate financials, build reporting, and stay with you long after the ink dries to make sure your acquisition actually delivers.
What We Offer

What You Get With Every Engagement

A Real CPA, Not Software
01

A licensed CPA reviews your numbers and is on every finding. No junior, no app, no guesswork.

Built Around Your Jobs
01

Job costing, retainage, and WIP handled the way construction actually works, not generic small business templates.

Plain English Reporting
01

Monthly numbers you can act on, in plain English, so you always know where each job and the whole company stand.

Early Warnings, Not Surprises
01

We flag profit fade and cash gaps weeks out, while you can still fix the job, the billing, or the draw.

Confident man in black suit sitting with clasped hands by a laptop with green financial charts behind him.
Q. What does your M&A service include?

A. Financial due diligence, independent valuation, deal structuring, tax optimization, financial modeling, sell side preparation, and post close integration. We support both buyers and sellers through the full transaction lifecycle.

Q. When should I bring you into the process?

A. As early as possible. For buyers, before you sign a letter of intent. For sellers, ideally one to three years before you go to market so we can prepare your financials and maximize valuation.

Q. How is this different from a business broker?

A. Brokers focus on finding buyers or sellers. We focus on the financial truth behind the deal. Due diligence, the WIP schedule, valuation, tax strategy, and structure. We work alongside brokers, not instead of them.

Q. What kind of deal sizes do you work with?

A. We typically support transactions ranging from five hundred thousand dollars to fifty million dollars in deal value, though we can support larger transactions on request.

Q. Can you help me prepare my business for sale?

A. Yes. Our exit planning service cleans up your books, normalizes your financials, maximizes EBITDA, and builds the financial narrative that drives the highest possible valuation.

Q. Is everything confidential?

A. Absolutely. Every engagement is governed by strict confidentiality. We protect your information and your deal at every stage.

Q. Do you stay involved after closing?

A. Yes. We handle post close integration, including new accounting systems, reporting structures, and ongoing bookkeeping and CFO support so your newly acquired business is profitable from day one.

What We Offer

Built for Owners Who Run on Real Numbers

Most owners who reach out save more than $10K in their first year, in tax, margin, and cash they were leaving on the table. The conversation is free. The results are not.

Book Your Free 30-Minute Call

No pressure. No commitment. Just a real CPA ready to listen and tell you exactly how we can help for free.

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Visuals

Discover More

M&A support is one piece of a complete financial partnership. After the deal closes we stay on, handling bookkeeping, QuickBooks, CFO advisory, and tax strategy for your newly acquired or growing business.

Service
Tax Services

Accurate, fully optimized business tax returns prepared and filed by licensed CPAs. We catch every legitimate deduction and head off the surprise tax bill before we file a single page.

Get Started with Bookkeeping
Get Started with Bookkeeping
Service Include
Business Tax Preparation
Personal Tax Returns
Service
CFO & Advisory Services

Never be caught off guard by a cash shortfall. We build a 13 week cash flow forecast plus monthly reporting and variance analysis, so you see margin and cash problems early and walk into the bank with lender-ready financials.

Get Started with Bookkeeping
Get Started with Bookkeeping
Service Include
Cash Flow Forecasting
Budget Planning
Service
QuickBooks Online Bookkeeping

We build your QuickBooks Online from the ground up. A chart of accounts tailored to your business, bank feeds connected, tax settings configured, and everything aligned with how you actually operate from day one.

Get Started with Bookkeeping
Get Started with Bookkeeping
Service Include
QBO Setup & Migration
Cleanup & Catch-Up
Service
Bookkeeping & Accounting

Every transaction recorded, categorized, and reconciled as it happens. Your books stay current and never a month behind, so you always know exactly where you stand.

Get Started with Bookkeeping
Get Started with Bookkeeping
Service Include
Monthly Reconciliation
Transaction Categorization