Business Advisory & M&A Consulting for Michigan’s Small Businesses

Get the clarity and confidence you need to make big business decisions—from buying or selling a company to planning your next phase of growth. PLW CPA PLLC delivers financial consulting, mergers & acquisitions (M&A) advisory, valuations, and part-time CFO services, all grounded in CPA-level expertise.

Mergers, Acquisitions & Business Sales

Considering selling your business, merging with a competitor, or acquiring another company? We provide:

  • Deal analysis
  • Due diligence support for buyers and sellers
  • Tax-efficient transaction structuring
  • Guidance on capital gains, allocations, and deal negotiations

Our hands-on approach means every number and contract gets a CPA’s scrutiny—so you can maximize value and avoid costly surprises.

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Two black hands passing a baton.

Succession & Exit Planning

Future-proof your business and protect your legacy. We’ll help you:


  • Develop a clear exit strategy (for retirement, family transition, or sale)
  • Minimize taxes and maximize proceeds
  • Build a roadmap for a smooth, tax-efficient transition—whether next year or five years out

Our expertise has guided Metro Detroit businesses through seamless ownership changes, even handling multi-year plans for stress-free exits.

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CFO & Financial Consulting

If you need more than bookkeeping but don’t need a full-time CFO, we offer strategic advice for:


  • Cash flow forecasting and budgeting
  • Profitability analysis
  • Financial health checkups and scenario planning

Our CPA advisors deliver actionable insights—so you can make decisions with confidence and grow your business on solid ground.



Silhouette of the state of Michigan.

Local Expertise, Proven Results

With over 20 years’ experience, including serving as a CFO and Certified Valuation Analyst, our team has supported Detroit-area businesses through acquisitions, expansions, and succession plans. Recent examples:


  • Helped a Sterling Heights auto shop assess and acquire a competitor
  • Structured a family business sale to save 15% in taxes
  • Guided a service company through a two-year exit strategy, ensuring zero tax surprises

FAQs

  • Can a CPA really help with buying or selling my business?

    Yes. As CPAs, we offer valuation, due diligence, and tax strategy—ensuring your sale or purchase is structured for maximum value and minimum risk.

  • What’s involved in a business valuation?

    A business valuation includes analyzing your financial statements, market trends, and unique factors to estimate a fair market value. This helps in negotiations, sales, and strategic planning.

  • How early should I start planning my business exit or succession?

    The earlier, the better. Ideally, start exit or succession planning 2–5 years in advance to maximize tax benefits and prepare for a smooth transition.

  • What makes your advisory services different from other consultants?

    We are licensed CPAs and valuation experts, meaning our guidance is rooted in financial facts, compliance, and real-world experience—not just theory.

  • Do you only advise on large business deals or can you help small companies too?

    We work with small and mid-sized businesses throughout Michigan, providing scalable consulting for deals of any size and complexity.

Strategic Guidance for Business Owners

Ready for Smarter Growth or a Confident Exit?

Let’s discuss your goals and build a plan that protects your wealth and future. Schedule a business advisory consultation today.