After the Funding Round: Preparing for the Next Stage of Growth
In the life sciences, the work of raising capital often receives the most attention. Yet the months that follow can shape how effectively that capital…
Business Transaction Advisory Services for Mergers, Acquisitions & Exits
Every business transaction carries tax, financial, operational, and strategic complexities. AAFCPAs guides sellers and buyers through each stage with clarity, helping clients protect what they’ve built and maximize what they’ll gain.
From early planning and operational readiness through mergers, sales, divestitures, exits, or IPO, every stage of a transaction calls for disciplined preparation. AAFCPAs works alongside business owners, investors, and management teams in Massachusetts and beyond to evaluate risks, model outcomes, and align financial, operational, tax, and legal considerations.
Our Transaction Advisory practice brings together a comprehensive team of specialists — Certified M&A Advisors, Exit Planning authorities, wealth advisors, consulting attorneys, deal brokers, angel investors, and a former Shark Tank coach — all under one roof. Our clients experience streamlined support that optimizes deal value and ensures a smooth, successful outcome at every stage.
The strongest transactions are supported by reliable financial information. Through our Outsourced Accounting & Fractional CFO practice, we help organizations strengthen reporting, organize financial records, resolve accounting inconsistencies, and prepare for the demands of due diligence.
M&A Advisory for Business Sales, Acquisitions, and Exit Planning
Sell-Side Advisory & Exit Planning
Selling or transitioning a business is complex, fast-moving, high-stakes, and often emotional. For many owners and leadership teams, it may be your first experience navigating a transaction of this scale. AAFCPAs brings structure and advocacy, helping you organize records for due diligence, normalize reporting, and present numbers buyers trust. We prepare our clients proactively so they’re better able to anticipate the hard questions, avoid pitfalls, present the business clearly, and position it for the strongest outcome.
Buy-Side Advisory & Due Diligence
Success in acquiring a business begins with understanding its full financial, operational, and strategic landscape. AAFCPAs helps buyers evaluate what lies beneath the surface, turning complex financial statements and operational data into actionable insight. Our diligence focuses on how the business actually operates, not just how results are reported.
AAFCPAs helps lenders, buyers, and business owners navigate the Quality of Earnings requirements introduced under SBA SOP 50 10 8.1. Our Transaction Advisory team combines deep diligence experience with a practical understanding of lower middle-market transactions, providing focused analyses that help stakeholders evaluate the earnings, cash flow, and financial drivers underlying a deal. We tailor our approach to the size and complexity of each engagement, delivering meaningful insight in clear, accessible language that supports informed transaction and financing decisions.
Stay up-to-date on trending topics, fresh perspectives, in-depth analysis, and regulatory alerts that affect your business.
In the life sciences, the work of raising capital often receives the most attention. Yet the months that follow can shape how effectively that capital…
Beginning October 1, 2026, certain acquisitions financed with SBA-guaranteed loans will require an independent Quality of Earnings analysis. Business owners, buyers, and sellers should understand…
This session is designed to help you approach an eventual transaction with greater clarity and stronger positioning in the path forward.
Every situation is unique. We look forward to speaking with you to determine how we may best solve your needs.