Pratik Mehta

As a CPA and seasoned C-suite executive, my career began in audit and assurance at a mid-sized firm, evolving into a national role focused on new audit methodologies. This foundation allowed me to become a trusted advisor to small to medium business owners, later transitioning into C-suite roles where I spearheaded growth and unlocked key value drivers. Founding my own professional services firm, I specialized in transaction advisory, financial due diligence, and preparing companies for successful exits. Now, as an M&A advisor, I leverage my comprehensive experience to guide small to medium business owners through growth phases to successful exits, ensuring they achieve both immediate success and lasting legacies. I welcome connections from business owners looking for strategic guidance in navigating complex transitions and achieving their strategic objectives.

Specialty Areas

• Construction
• Food & Beverage
• Industrial Services
• Logistics
• Manufacturing
• Transportation
• Wholesale Trade