Buy-side diligence and CFO advisory services for acquisition entrepreneurs and small business owners. Built for operators buying and running small businesses.
"I review deals the same way I'd evaluate one for my own fund. If I wouldn't put my own money in, I'll tell you why."
Nick Windwer, CPA — MW Advisory
I work with a narrow client base, intentionally. The work is the same whether it's your deal or mine.
You're evaluating your first acquisition and need someone to pressure-test the numbers before you commit capital — not a broker, not an attorney.
You've closed. You need financial infrastructure, cash visibility, and lender compliance — from someone who knows what the first year of ownership actually looks like.
You're evaluating deals independently, navigating broker dynamics, and trying to move fast without overpaying. You need a financial partner who's been in the same position.
Flat fees. Direct access.
Preliminary deal assessment with a go or no-go recommendation. Delivered in 48 hours.
Full financial diligence and transaction analysis before you go deeper on a deal.
Financial infrastructure and decision support for the operator who just closed.
A full search partner. Deal review, offer structuring, diligence, and close — plus website, email, and CRM setup.
Structured earnings analysis for buyers who need confidence in the numbers before they sign.
For deals under $3m where you need more than a broker-adjusted EBITDA but a full institutional QoE isn't warranted.
Institutional-style diligence for larger or SBA-backed transactions. Formal written report suitable for lender and negotiation use.
One-time project work available independently or bolted onto any engagement. Priced clearly, delivered fast.
5-year leveraged buyout model with SBA debt sizing, seller note, DSCR analysis, and IRR / MOIC outputs. Customized to your specific cap table and deal terms. Delivered in Excel.
Asset vs. stock sale analysis with §338(h)(10) scenario modeling. Multi-tab Excel workbook plus 2-page narrative summary covering tax implications for buyer and seller.
Offer letter with price rationale, structure terms, and proposed timeline. Includes one revision round. Buyer-friendly language with standard representations and protections.
CPA-reviewed financials, 3-year projections, personal financial statement narrative, and deal summary formatted for SBA lender submission.
Professional one-page website and custom domain email address. Built, deployed, and ready to share — ideal for searchers who need a credible online presence before their first broker call.
I'm a CPA with a Big 4 M&A background who left to run Northeast Equity Partners, a self-funded search fund acquiring essential services businesses in the Northeast.
I evaluate acquisitions both as an advisor and as an active acquisition entrepreneur — 20–30 CIMs a month, broker negotiations, SBA structures, and the operational realities that come after close.
MW Advisory exists for buyers navigating this without institutional support. The work I do for clients is the same work I do on my own deals.
I disclose my search fund to every client. I don't advise on deals I'm actively pursuing.
"I review deals the same way I'd evaluate one for my own fund. If I wouldn't put my own money in, I'll tell you why."
Tell me where you are in the deal or the search. I'll tell you whether I can help.