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COREY RODER, CPA PLLC

M&A Financial Due Diligence & Transaction Advisory

MERGERS & ACQUISITIONS

Navigate the Deal With Clarity and Confidence.

Whether you’re acquiring a business, preparing to sell, evaluating a transaction, or planning for the period after close, we provide the financial analysis and decision support needed to understand what the numbers mean for the deal.

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M&A & TRANSACTION ADVISORY

A Successful Transaction Requires More Than a Purchase Price.

The economics of a transaction extend well beyond headline valuation. We help buyers, sellers, and business owners evaluate earnings, cash flow, working capital, deal assumptions, financial risks, transaction structure, and post-close considerations so important decisions are supported by clear financial analysis.

SCOPE OF SERVICES

What we do, and don't do

Corey Roder, CPA PLLC provides accounting and financial advisory services in connection with mergers and acquisitions. The firm is not a broker-dealer and does not provide securities brokerage services.

Corey Roder, CPA PLLC does not itself perform audits, reviews, or other assurance engagements. Need an audit, review, or other assurance engagement? We can help coordinate it. Corey Roder, CPA PLLC maintains referral relationships with independent CPA firms that provide these services. The assurance engagement is separately contracted with and performed by the independent CPA firm.

Transactions typically involve legal counsel, and depending on the transaction may involve an investment banker or licensed intermediary. Our role is the accounting and financial analysis.

Buy-Side Financial Due Diligence

Evaluate a target company’s earnings, cash flow, working capital, financial trends, accounting practices, and key risks before committing capital to a transaction.

Sell-Side Deal Readiness

Prepare financial information for buyer and lender scrutiny, identify potential diligence issues early, and present a clearer, supportable financial story before going to market.

Valuation & Deal Modeling

Analyze transaction assumptions, valuation scenarios, financing structures, returns, and potential outcomes to support negotiations and better-informed deal decisions.

Quality of Earnings & Working Capital

Assess normalized earnings, EBITDA adjustments, working-capital requirements, cash conversion, and other financial factors that can materially affect purchase price and deal economics.

Transaction Structuring & Decision Support

Evaluate purchase structures, financing alternatives, key economic terms, and transaction scenarios to help owners and leadership understand the financial consequences of major deal decisions.

Post-Close Financial & Accounting Advisory

Accounting and financial advisory after the transaction closes, within the scope of the engagement.

HOW THE WORK IS ORGANIZED

Where the work fits in a transaction

Before a transaction. Financial preparation, normalized earnings analysis, and transaction modeling — establishing what the financial record shows and how it will be presented before a counterparty examines it.

During diligence. Quality of earnings, financial due diligence, working-capital analysis, and buy-side or sell-side financial analysis.

Transaction structure. Accounting implications of the transaction, transaction-related tax planning where applicable, and valuation and transaction support.

After close. Post-transaction financial and accounting advisory, within the scope of the engagement.

RELATED

How this relates to a quality of earnings analysis

A quality of earnings analysis is one component of transaction diligence. See Quality of Earnings for what that analysis covers.

For contractors, transaction diligence turns heavily on work-in-progress quality, estimated cost to complete, and backlog composition. See Construction & Contractor Accounting.

WHERE TO START

Where to start

If a transaction is being contemplated on either side, a short conversation is usually enough to establish scope and timing. Start a conversation or call 469-452-7500.

Related: Quality of Earnings · Fractional CFO · Tax Strategy · Construction

COMMON QUESTIONS

Mergers & Acquisitions FAQ

What is your role in a transaction?
Corey Roder, CPA PLLC provides accounting and financial advisory services in connection with mergers and acquisitions — evaluating earnings, cash flow, working capital, deal assumptions, financial risks, transaction structure, and post-close considerations so important decisions are supported by clear financial analysis.
No. The firm is not a broker-dealer and does not provide securities brokerage services. Transactions typically involve legal counsel, and depending on the transaction may involve an investment banker or licensed intermediary. Our role is the accounting and financial analysis.
Corey Roder, CPA PLLC does not itself perform audits, reviews, or other assurance engagements. Need an audit, review, or other assurance engagement? We can help coordinate it. Corey Roder, CPA PLLC maintains referral relationships with independent CPA firms that provide these services. The assurance engagement is separately contracted with and performed by the independent CPA firm.
A quality of earnings analysis is one component of transaction diligence. See Quality of Earnings for what that analysis covers.

CONSIDERING A TRANSACTION?

Let’s Understand the Deal Before You Make the Decision.

Whether you’re considering an acquisition, preparing to sell, evaluating an offer, negotiating terms, or planning for what happens after closing, we can help you understand the financial implications and focus on the issues that matter most.