Whether you are buying or selling, the financial work behind the deal determines the final price. We engage on either side.
Multi-state work across all 50 states.
Price scoped upfront. No hourly meter.
Answers within one business day.
Available beyond tax season. Quarterly check-ins.
Every engagement follows the same disciplined path. You always know what is next, and you always know who is doing it.
A complimentary 30 minutes. We scope what you actually need — and tell you straight if we are not the right fit.
Clear scope, deliverables, and a flat fee quoted upfront. No surprises. No hourly meter spinning in the background.
Engagement scoping call. NDA signed. For sell-side: data room review begins immediately. For buy-side: target diligence list issued. First memo within 7 days.
Deal-stage cadence — daily during active diligence, weekly during structuring. Closing support through escrow release and post-close true-ups.
We had two bidders. The lead bid was higher on paper, but Milestone's structure modeling showed it was actually $400K worse after-tax due to consideration mix. We negotiated the second bidder up to a clean cash deal and walked away with more in our pocket — and a faster close.
— Seller, Bay Area Healthcare Services Company
$14M transaction Q1 2026 · Milestone M&A engagement
Sell-side: 6–12 months before going to market, so QoE and cleanup are done before buyers see the data room. Buy-side: as soon as you have signed an LOI or are seriously evaluating a target. Earlier is always better.
No. Bankers find buyers and run the sale process. We run the financial and tax work that determines what each buyer is actually offering and what your after-tax outcome looks like. Many clients use both — we work alongside the banker.
Yes — both sell-side and buy-side. We are CPAs, so our QoE reports carry more weight with sophisticated buyers than reports from non-CPA firms. About 80% of our M&A engagements include QoE.
Sell-side: $35–90K depending on complexity, with a small success fee component for deals that close. Buy-side QoE: $15–60K. Deal structuring and tax-only engagements run separately, $5–25K typical.
Yes — and these are often the most expensive parts of poorly-structured deals. Working capital target setting, NWC adjustment mechanics, earnout caps, and clawback terms are where post-close disputes start. We get them right at signing.
Sell-side: we handle the post-close working capital true-up and escrow release support. Buy-side: we integrate the acquired books into your reporting and identify accounting policy harmonization. Scoped separately.
A complimentary 30-minute call. Tell us what stage you are in and which side of the table you sit on — we will tell you straight where our involvement would matter most and what it would cost.
