We Assist Clients Through Critical Transactions
Our Corporate Finance team takes an integrated approach, providing strategic investment banking, M&A advisory, and business valuation services that help clients create opportunities for liquidity, growth, and succession planning. Our team of experts assists owners of privately held businesses with $2M—$10M EBITDA to exit their business using a disciplined sell-side investment banking process. Our team conducts buy-side and sell-side Quality of Earnings reports and assists M&A transaction participants throughout the transaction process. Our Valuation team provides business valuation reports and related consulting focusing on gift and estate, succession planning, fair value for financial reporting, matrimonial matters, and litigation.
Who We Serve
- Middle Market For-Profit Business Owners
- Private Equity Firms & Strategic Buyers
- Individuals & Businesses Requiring Valuations for Gift, Tax & Estate
We Offer Corporate Finance Consulting Services in the Following Areas
At The Bonadio Group, we are led by proactive problem solvers who bring a unique passion and approach to our work—as a top-ranked national accounting and advisory firm, we are committed to actively listening to our clients and collaborating with them to develop tailored solutions for their financial and business needs.
Since 1978, clients have relied on us as trusted strategic and community-focused advisors who deeply understand their businesses and priorities. Our client’s success is the cornerstone of everything we do.
Investment Banking
We help you exit your business with ease. Our team specializes in sell-side investment banking, maximizing your business’s value while you focus on running it. Let us handle the complexities of selling your business so you can move on with peace of mind.
Transaction Advisory
Our Transaction Advisory Services team is supported by a unique blend of investment bankers, transaction professionals, accounting and tax experts, and business advisors who bring over 45 years of transaction expertise to each transaction.
Valuation
Our team of certified business valuation experts is dedicated to ensuring you receive the proper valuation consulting for tax planning/reporting, financial statement reporting, succession, buy-sell, or litigation.
Industries We Serve
Leader's Guide to Unlocking the Full Potential of Your Organization
We are excited to share our Bonadio Advisory & Consulting “Leader’s Guide to Unlocking the Full Potential of Your Organization.” This comprehensive resource provides valuable insights and real-life examples of how Bonadio Advisory & Consulting experts empower our clients every day. It addresses common questions and showcases our innovative approach to Advisory and Consulting Services, backed by 150 professionals with expertise in finance, strategy, operations, risk management, and mergers and acquisitions (M&A). Our unwavering commitment to delivering exceptional service and building strong, trusted client partnerships is at the core of everything we do, ensuring you receive the best possible support for your business needs.
Schedule A Consultation With Jeff Lewis Partner & Team Leader
Corporate Finance Resource Page
Visit our Corporate Finance Resource page for a comprehensive compilation of Business Valuation, Investment Banking and Transaction Advisory articles.
Main Contacts
Insights & Events
