O'Connell Advisory Group - M&A Transaction Services

Guiding You ForwardWe empower our clients to confidently buy, sell, and operate small to medium-sized B2B and technology-backed companies.Tailored Vertical Solutions Buy-Side Advisory - We provide financial due diligence, quality of earnings (QoE) reports, business valuations, and operational assessments. Sell-Side Advisory - Our sell-side services help Business Owners maximize the value of their business.Bookkeeping and Tax Services - Reliable Financial Solutions for Clear Bookkeeping and Tax Compliance. Post-Merger Integration (PMI Solutions) - Seamless Integration Strategies to ensure smooth transitions and maximize your post-merger synergies.Our Team We bring together a team of experienced CPAs and tax attorneys with over 25 years of combined experience, including backgrounds in Big Four accounting firms and law practices and extensive work with small and medium-sized businesses. We are highly skilled in advising on similar transactions.Why Choose Us?Verification & Assurance: Our team’s focus on small and medium-sized businesses allows us to understand your unique challenges and opportunities fully.Comprehensive Analysis: We go beyond providing numbers; we deliver value-driven insights and strategies tailored to your needs.Client-Centric Approach: Our unwavering commitment to client satisfaction builds long-term relationships grounded in trust and results.We specialize in identifying financial risks, verifying company performance, and offering actionable insights to ensure a successful transaction. Our expertise is centered on maximizing client value while minimizing risk throughout the transaction process.Ready to Get Started?Send us a message—we look forward to supporting your journey!