Your Accounting M&A Partners.

Pat is the real deal. Most CPAs think and operate within a box. A box works for filing taxes, not winning M&A deals. In M&A you want a trusted financial advisor that is creative. Why? Every SMB deal has "hair" on it. Your ability to identify, understand, and solve that problem is leverage. Over the past 3 years Pat and I have reviewed a handful of deals. Two deals went through a complete Quality of Earnings. Pat was there every step of the way. Digging into financials, asking sell side CPA and owner hard questions, jumping on late night and early morning strategy calls, and giving sound advice to solve problems. Our most recent deal was a FL roofing company, ownership wasn't sophisticated, the AR Aging Report was non-existent, and sell side CPA was not willing to help create a report. The bank needed this report to approve the deal. Rather than throwing his hands up, Pat got creative and started reaching out to roofing owners on X/Twitter. Eventually, he connected with an owner using the same CRM as the company I was looking to purchase and figured out how to pull the CRM reports to build out the AR Aging Report. Without a creative CPA like Pat, you will fall short in solving these problems, which could lead to you losing a deal or buying a bad business. Choose wisely.

Financial Due Diligence - Buy Side Acquisition: Engaging with Patrick O'Connell and O'Connell Advisory Group for my Buy Side Acquisition was an excellent decision. Patrick's expertise in Financial Due Diligence and Quality of Earnings really made a difference. He was very thorough in his analysis, which helped us understand the financial details and make better strategic decisions. For businesses or individuals in pursuit of comprehensive Quality of Earnings or financial due diligence, particularly within Buy Side Acquisitions, Patrick O'Connell and O'Connell Advisory Group stand out as a premier Buy Side Acquisition consultant and we will certainly use them for transactions going forward.

Had a QoE done and happy with the product. Patrick and his team are responsive and quick. The QoE data book is high quality and his interactions with the seller during the process was highly professional.

Working with O'Connell Advisory has been fantastic! Patrick and team have dramatically helped my firm move forward in a number of areas we were stuck. We will continue to lean on their knowledge and experience as we grow.

Patrick's work is top notch and equivalent to any Big 4 accounting firm. I have used several for QOE work, and his quality, responsiveness and attention to detail is comparable. I will continue to use Patrick in all of my ongoing transactions

Patrick's commendable attributes, including attention to detail, effectiveness, and flexibility, were consistently evident throughout the quality of earnings (QoE) review. His unwavering support spanned various facets of the process, encompassing timely responses to inquiries through insightful phone calls and in-depth meetings with sellers to scrutinize financials and operational data thoroughly. Patrick's expertise shone particularly in presenting numerical data and identifying potential issues, aligning seamlessly with the core objectives of a QoE review. Crucially, his methods not only equipped me with essential information for making informed decisions on the acquisition but also instilled a valuable perspective of thinking outside the box. This newfound insight proved instrumental in the renegotiation of terms for the acquisition.

Accounting due diligence services for small business acquisition Quick, responsive, and knowledgeable. Clearly well-versed in the M&A space and gives thoughtful feedback towards the acquisition process. Patrick and O’Connell Advisory Group did an excellent job of communication & understanding the expectations of the project. Patrick delivered tremendous value within the budgetary framework we agreed upon and was able to highlight and focus on the key issues I wanted diligenced. He was very responsive and proactive, and his work product was timely and insightful.