Crafted for the moments that define your enterprise.
Advisory for the moments that define your business.
LET'S TALK

The Gap Between Where You Are and Where Investors Need You to Be

45+

Years of Combined Experience

80%

of PE value creation comes from operational execution

32%

of mid-market companies need accounting & audit support

75%

of CPAs approaching retirement — making expertise scarce

MCPL Diagnostic

Find out where you stand — and what you need.

Answer 5 quick questions. We'll show you exactly where your business is today, where it needs to be, and which MCPL services will get you there.

Question 1 of 5

Which best describes who you are?

1 / 5

Question 2 of 5

How would you describe your current accounting?

2 / 5

Question 3 of 5

What's your most pressing challenge right now?

3 / 5

Question 4 of 5

What does success look like for you in the next 12 months?

4 / 5

Question 5 of 5

How urgent is this for you?

5 / 5

Your diagnostic

Where you are

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Where you'll be

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Recommended services

Our solutions

Where we come in

Accounting Cleanup & Readiness

Get your books investor-ready — clean, accurate, and audit-proof.

FP&A Optimization

Build the financial infrastructure and forecasting capability to scale.

Pre-Close Diligence

Know exactly what you're buying — financials, risks, and value upside — before you commit.

Post-Close Execution

We don't leave after the deal. We stay through integration and value creation.

Revenue & Market Strategy

Build the commercial engine — pricing, go-to-market, and sales operating model.

Cost Optimization

Analyze cost structure and margin drivers to identify where profitability is being left on the table.

MCPL Insights

Accounting & Finance

04.07.25

Why Your Books Are the #1 Reason Deals Fall Apart

→ Read Now
Accounting article

Private Equity

03.15.25

The 90-Day Post-Close Playbook: What Most PE Firms Get Wrong

→ Read Now
PE article

FP&A & Strategy

02.20.25

From Spreadsheets to Strategy: Building an FP&A Function That Scales

→ Read Now
FP&A article

What we do

Four practice areas. One firm. Senior practitioners on every engagement.

From cleaning up the books before a raise to executing a cross-border acquisition — every service we offer is built around the moments that define growing companies.

Deal & M&A

Every deal is a moment of maximum financial exposure. We make sure you're protected.

Most deals don't fail at the negotiating table — they fail in the data room, or in the first 100 days after close. Our Deal & M&A practice covers the full transaction lifecycle.

Pre-Close Diligence→ Post-Close Execution→
Start a Conversation →
Deal & M&A

60%+

of deals surface issues post-close that weren't caught in diligence

100 days

The window where most post-close value is created — or destroyed

Finance & Tax

Clean books. Rigorous forecasting. Tax strategy that works year-round.

The finance function is the backbone of every well-run business — and the first thing investors, buyers, and boards look at.

Accounting Cleanup & Readiness→ FP&A Optimization→ Tax Services→ Outsourced Accounting→
Start a Conversation →
Finance & Tax

US CPA

Licensed American CPA with 25+ years on every engagement

32%

of mid-market companies need accounting & audit support they can't access

Operations

Revenue is easy to see. Profitability is where the real work is.

Most growing companies know their top line. Very few know their real margin — by client, by service line, by channel.

Cost Optimization→ Profitability Analysis→
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Operations

80%

of PE value creation comes from operational execution

20–30%

typical EBITDA improvement in our first profitability diagnostic

Cross-Border

We speak your language — literally and in every other way that matters.

Our Cross-Border practice combines native language capabilities in Mandarin, Spanish, and Italian with deep US accounting, tax, and M&A expertise.

Cross-Border M&A Advisory→ International Tax Planning→
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Cross-Border

3+

Languages spoken natively — Mandarin, Spanish, Italian

15+

Jurisdictions covered across the US, Asia, Europe, and Latin America

From the first financial review before LOI to the last synergy report after integration.

Pre-Close Diligence→ Post-Close Execution→
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From accounting cleanup and accrual conversion to FP&A buildout, tax strategy, and outsourced accounting.

Accounting Cleanup & Readiness→ FP&A Optimization→ Tax Services→ Outsourced Accounting→
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Find where value is being created, where it's leaking, and build the operational systems to capture more of it.

Cost Optimization→ Profitability Analysis→
Start a Conversation →

Native Mandarin, Spanish, and Italian capabilities combined with deep US accounting, tax, and M&A expertise.

Cross-Border M&A Advisory→ International Tax Planning→
Start a Conversation →

Work with us

The conversation
starts here.

Tell us where you are and where you need to get. We'll take it from there.

We typically respond within 24 hours on business days.

Every engagement starts with a confidential, no-obligation conversation.

We work with companies across the US and cross-border at every stage of growth.

Mandarin-speaking team available for Chinese companies entering the US market.

Your information is kept strictly confidential. Privacy Policy