Business
Financial Advisory
Welcome to a world of strategic financial solutions where we master the art of Mergers & Acquisitions and turn Financial Crises into opportunities for growth. Our expert team guides businesses through the complexities of mergers and acquisitions, helping you evaluate opportunities, negotiate deals, and achieve strategic objectives. Facing a financial storm? Our seasoned consultants offer comprehensive crisis management services, empowering you to recover, rebuild, and emerge stronger. Trust us to be your ally in navigating financial challenges and seizing growth opportunities with confidence.
Mergers and Acquisitions
Master Mergers & Acquisitions:
Let us guide you seamlessly through the M&A maze. Our expert team supports businesses in evaluating opportunities, negotiating deals, and mastering the intricacies of mergers and acquisitions. We’re your trusted ally in making strategic, informed decisions for growth.
Financial Crisis
Navigate Financial Storms with Confidence:
Facing a financial crisis? Our seasoned financial consultants are your beacon in rough waters. Offering comprehensive crisis management services, we’re committed to helping you recover, rebuild, and emerge more resilient. Trust us to turn challenges into triumphs.
- Decision-driven advice from a CPA team. Buying or selling a business, raising or borrowing money, fixing a cash crunch, or planning an exit.
- Numbers first. Every recommendation is built on your actual financials, not a template.
- Project-based or ongoing. One-time engagements for deals and turnarounds, or a monthly fractional CFO retainer for continuous guidance.
- Tax-aware. Deal structure, entity choice and timing are planned with the tax consequences in view.
- Free consultation. Call (425) 606-0777.
Financial advisory for business owners
Most of the decisions that make or break a small business happen a few times in its life: buying a competitor, selling the company, taking on debt or investors, or steering through a cash crisis. Owners rarely have a finance leader on staff for those moments. CPA CloudBooks fills that gap with CPA-led financial advisory: we analyze the numbers, model the options, and give you a clear recommendation you can act on, then help you execute it.
Because we also provide accounting, bookkeeping and tax services, our advice comes from people who understand how the plan will actually flow through your books and your tax return.
What we advise on
Mergers and acquisitions
Buy-side and sell-side support: financial due diligence, quality-of-earnings style analysis, deal modeling, working-capital targets, and negotiation support.
Business valuation and exit planning
Understand what your business is worth today, what drives that number, and the two to three year plan to sell at a better multiple.
Turnaround and crisis management
13-week cash-flow forecasts, vendor and lender communication, cost triage, and a recovery plan when cash gets tight.
Financing and lender readiness
Loan packages, projections and covenant analysis for SBA, bank and equipment financing, or a data room for investors.
Budgeting, forecasting and KPIs
Board-ready budgets, rolling forecasts and dashboards. Need this every month? See our fractional CFO services.
Entity and tax structuring
S-corp elections, holding companies, multi-entity structures and owner compensation planned with your tax bill in mind.
When to bring in a financial advisor
A deal is on the table
Someone offered to buy you, or you found a business to buy, and you need to know if the numbers are real.
Cash is getting tight
Revenue is fine on paper but payroll is stressful. You need a forecast and a plan, fast.
You are raising or borrowing
A lender or investor wants projections and clean statements you do not have yet.
You are planning your exit
You want to sell in a few years and need to know what to fix first. Read when to hire a fractional CFO.
How it works
Free consultation
Tell us the decision in front of you. We scope the analysis, timeline and fee up front.
Analysis
We dig into your financials, build the model, and pressure-test the assumptions.
Recommendation
A clear written recommendation with the numbers behind it, reviewed with you in plain English.
Execution support
We stay involved through the deal, the loan, or the turnaround until the plan is working.
Financial advisory near you
We advise business owners remotely across Washington, California, Texas, Oregon and Idaho:
Seattle Bellevue Tacoma Spokane Portland Boise California Texas All locations
Financial advisory FAQ
What does a CPA advisor do for a business?
A business CPA advisor analyzes your company's finances and helps you make major decisions: buying or selling a business, raising or borrowing money, restructuring costs, or planning an exit. Our advice is delivered by CPAs and grounded in your actual financial statements.
Is this the same as a fractional CFO?
They overlap. Financial advisory is usually project-based around a specific decision or event. A fractional CFO is an ongoing monthly engagement for forecasting, KPIs and strategy. Many clients start with a project and continue with a CFO retainer.
Do you help buy or sell a business?
Yes. We support both sides with financial due diligence, deal modeling, working-capital and earn-out analysis, and negotiation support, and we coordinate with your attorney and broker.
Can you help if my business is in a cash crisis?
Yes. We start with a 13-week cash-flow forecast, identify the fastest levers, and help you communicate with lenders and vendors while the recovery plan takes hold.
Do you give personal investment advice?
No. We advise on your business's finances, structure and transactions. We are not a registered investment adviser and do not recommend securities or manage investment portfolios.
How do I get started?
Call (425) 606-0777 or request a free consultation. We will scope the engagement, timeline and fee before any work begins.
Make your next big decision with the numbers on your side
Book a free consultation with CPA CloudBooks today.
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