M&A Transaction Consulting Services | Accounting Professionals

Protecting Your Valuation

The merger and acquisition process is delicate, and if not done correctly, it can sink a deal. ROARK’s M&A transaction services help you avoid these pitfalls.

Our M&A experts ensure that all financial statements are in order, provide more accurate projections, and remove obstacles that delay the transaction and cause deal fatigue. Our proactive financial strategies are designed to improve valuation and boost investor confidence.

M&A Transaction Services: Sell Side

There’s a lot of groundwork that must be done prior to a successful merger or acquisition on the sell side—groundwork that eats up your precious time. ROARK M&A experts provide comprehensive support services that help prepare your businesses’ financials prior to a deal, including CPA-audited financial statements, quality of earnings audits (QOE), identifying add-backs, preparing projections, and due diligence checklists. Our team is part of your team, working side by side with you to ensure success.

M&A Transaction Services: Buy Side

The process of buying a business requires similar groundwork as selling one, with slight nuances and additions. ROARK experts will help you complete a CPA audit, prepare projections, obtain financing, and manage the ERP system integration.

Industry Specializations

MANUFACTURING

DISTRIBUTION

RETAIL

CONSTRUCTION

PRIVATE EQUITY FIRMS

E-COMMERCE &
MULTI-LEVEL MARKETING

HOSPITALITY

SOFTWARE

What Clients Are Saying:

“ROARK was a wonderful partner in helping complete our financial audit on-time. They cut 5 months off our previous audit timeline despite our group adding two companies in the new period and all the additional business combination work that that required. ROARK brought all the needed resources to complete our task, which included the new companies, updating a cross-company asset management system, essentially re-closing most periods for the audit & probably most importantly: guiding the process to ensure timely completion. A real key was Eric’s ability to work with all levels in the “accounting world” from clerks to audit CPAs to specialized business valuation consultants. I highly recommend ROARK for anything from process review and improvement through the key advisor role they can provide.”

- Jason Fairfield

Former CFO, MDI

“I have known Eric Roark for over a year now and have greatly benefited from his commitment to assist senior financial professionals. My background was a CFO for over 22 years, and I was transitioning to a CFO Leadership Council position in Southern California. Eric was a seasoned Steering Committee member of both LA and Orange County chapters. I found Eric to be focused on helping both his clients and me to build and sustain high-performance finance teams. Through his leadership as an event moderator, relevant program content and strategic thinker he has helped OC to become one of the fastest growing chapters in the company.”

- Toni Clubb

CFO & Strategic Leader

WHY ROARK?

Having the right people in your corner is the secret to success in a competitive marketplace. ROARK can make your company more strategic, profitable—and exceptional.

MEET OUR CONSULTANTS

Meet the team of experts that will help your team, and your business, level up.

Let's Discuss Your Goals Today

We'd love to hear about your goals and what you're looking to achieve. Contact us for a complimentary consultation and let's see how we can help.

The Most Important Transaction Your Business Will Ever Make