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Tailored deal advisory to give buyers and sellers the confidence they need to go through a transaction.
Audit and review services for private and public companies. A right-sized approach and experienced team members offer a refreshing experience compared to larger firms.
Proper financial reporting, whether you are raising growth capital, applying for a bank loan, expanding into a new product, service or geography, going public, or considering a liquidity event.
CM3 Advisory is a boutique CPA firm focused on providing assurance and advisory services to lower middle-market private companies, their owners, and private equity firms. Our clients typically seek a specialized skill set, geographical or industry contacts, and concierge-level service.
