Corporate Finance

Manage Your Risk & Return Trade-offs

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

Corporate Finance Services 1288x500 1
Addressing Critical & Complex Corporate Finance Issues

We Offer Corporate Finance Consulting Services in the Following Areas

At The Bonadio Group, we understand that overcoming financial and business obstacles can be daunting. That’s why we take pride in being a leading Top 50 CPA firm offering comprehensive services to assist our clients. Our team of experts has extensive industry-specific knowledge and experience, allowing us to deliver even more value with every engagement. Our knowledge drives your success, and we are committed to being your trusted partner in achieving your goals.


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

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.



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

Contact us NOW

Schedule A Consultation With Jeff Lewis Partner & Team Leader