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Mike Simpson

CEO, Next Gen Leadership Capital

Buy Side Advisory: Financial Due Diligence / Quality of Earnings Project: They didn’t just check the boxes, they truly went above and beyond. They communicated directly and effectively with the seller, weren’t afraid to press when necessary, and gave me invaluable advice throughout the process. Every question I had was met with patience and real insight. Their deliverable was clean, well-organized, and lender-ready. I came away significantly more confident in my deal thanks to their diligence and expertise. I would absolutely recommend O'Connell Advisory Group to anyone doing a business acquisition and plan to use them again for future deals.

Adam Raphael Cress
Working with O'Connell Advisory has been fantastic! Patrick and team have dramatically helped my firm move forward in a number of areas we were stuck. We will continue to lean on their knowledge and experience as we grow.
Working with O'Connell Advisory has been fantastic! Patrick and team have dramatically helped my firm move forward in a number of areas we were stuck. We will continue to lean on their knowledge and experience as we grow.

Camilo Parra

CEO BrainPower Inc.

Amazing experience with our Quality of Earnings: 


We had a great experience working with Patrick O'Connell at O'Connell Advisory Group. He's top-notch at what he does. We got a very detailed and well-thought-out quality of earnings that gave us confidence in the acquisition we were making. He was asking all the right and hard financial questions to make sure he wasn’t missing anything in the final report, and it shows. We'll 100% be using his services in future acquisitions. Highly recommend.

Amazing experience with our Quality of Earnings: 


We had a great experience working with Patrick O'Connell at O'Connell Advisory Group. He's top-notch at what he does. We got a very detailed and well-thought-out quality of earnings that gave us confidence in the acquisition we were making. He was asking all the right and hard financial questions to make sure he wasn’t missing anything in the final report, and it shows. We'll 100% be using his services in future acquisitions. Highly recommend.

Nick Mogg
Pat is the real deal. Most CPAs think and operate within a box. A box works for filing taxes, not winning M&A deals. In M&A you want a trusted financial advisor that is creative. Why? Every SMB deal has "hair" on it. Your ability to identify, understand, and solve that problem is leverage. Over the past 3 years Pat and I have reviewed a handful of deals. Two deals went through a complete Quality of Earnings. Pat was there every step of the way. Digging into financials, asking sell side CPA and owner hard questions, jumping on late night and early morning strategy calls, and giving sound advice to solve problems. Our most recent deal was a FL roofing company, ownership wasn't sophisticated, the AR Aging Report was non-existent, and sell side CPA was not willing to help create a report. The bank needed this report to approve the deal. Rather than throwing his hands up, Pat got creative and started reaching out to roofing owners on X/Twitter. Eventually, he connected with an owner using the same CRM as the company I was looking to purchase and figured out how to pull the CRM reports to build out the AR Aging Report. Without a creative CPA like Pat, you will fall short in solving these problems, which could lead to you losing a deal or buying a bad business. Choose wisely.
Pat is the real deal. Most CPAs think and operate within a box. A box works for filing taxes, not winning M&A deals. In M&A you want a trusted financial advisor that is creative. Why? Every SMB deal has "hair" on it. Your ability to identify, understand, and solve that problem is leverage. Over the past 3 years Pat and I have reviewed a handful of deals. Two deals went through a complete Quality of Earnings. Pat was there every step of the way. Digging into financials, asking sell side CPA and owner hard questions, jumping on late night and early morning strategy calls, and giving sound advice to solve problems. Our most recent deal was a FL roofing company, ownership wasn't sophisticated, the AR Aging Report was non-existent, and sell side CPA was not willing to help create a report. The bank needed this report to approve the deal. Rather than throwing his hands up, Pat got creative and started reaching out to roofing owners on X/Twitter. Eventually, he connected with an owner using the same CRM as the company I was looking to purchase and figured out how to pull the CRM reports to build out the AR Aging Report. Without a creative CPA like Pat, you will fall short in solving these problems, which could lead to you losing a deal or buying a bad business. Choose wisely.

S
Sanjay M.
Buy-Side QoE and Working Capital Analysis


O'Connell Advisory Group's work is top notch and equivalent to any Big 4 accounting firm. I have used several for QOE work, and his quality, responsiveness and attention to detail is comparable. I will continue to use Patrick in all of my ongoing transactions

Buy-Side QoE and Working Capital Analysis


O'Connell Advisory Group's work is top notch and equivalent to any Big 4 accounting firm. I have used several for QOE work, and his quality, responsiveness and attention to detail is comparable. I will continue to use Patrick in all of my ongoing transactions

Gabriel Cruz Avila
Financial Due Diligence / Quality of Earnings - Buy Side Advisory: Patrick's commendable attributes, including attention to detail, effectiveness, and flexibility, were consistently evident throughout the quality of earnings (QoE) review. His unwavering support spanned various facets of the process, encompassing timely responses to inquiries through insightful phone calls and in-depth meetings with sellers to scrutinize financials and operational data thoroughly. Patrick's expertise shone particularly in presenting numerical data and identifying potential issues, aligning seamlessly with the core objectives of a QoE review. Crucially, his methods not only equipped me with essential information for making informed decisions on the acquisition but also instilled a valuable perspective of thinking outside the box. This newfound insight proved instrumental in the renegotiation of terms for the acquisition.
Financial Due Diligence / Quality of Earnings - Buy Side Advisory: Patrick's commendable attributes, including attention to detail, effectiveness, and flexibility, were consistently evident throughout the quality of earnings (QoE) review. His unwavering support spanned various facets of the process, encompassing timely responses to inquiries through insightful phone calls and in-depth meetings with sellers to scrutinize financials and operational data thoroughly. Patrick's expertise shone particularly in presenting numerical data and identifying potential issues, aligning seamlessly with the core objectives of a QoE review. Crucially, his methods not only equipped me with essential information for making informed decisions on the acquisition but also instilled a valuable perspective of thinking outside the box. This newfound insight proved instrumental in the renegotiation of terms for the acquisition.
Mike Simpson
I worked with O'Connell Advisory Group for the Quality of Earnings on an acquisition, and I couldn’t be more impressed. Patrick, Abi, and the entire team did a phenomenal job verifying the seller's financials, flagging key issues, and explaining everything in a clear, thorough, and professional manner. They didn’t just check the boxes, they truly went above and beyond. They communicated directly and effectively with the seller, weren’t afraid to press when necessary, and gave me invaluable advice throughout the process. Every question I had was met with patience and real insight. Their deliverable was clean, well-organized, and lender-ready. I came away significantly more confident in my deal thanks to their diligence and expertise. I would absolutely recommend O'Connell Advisory Group to anyone doing a business acquisition and plan to use them again for future deals.
I worked with O'Connell Advisory Group for the Quality of Earnings on an acquisition, and I couldn’t be more impressed. Patrick, Abi, and the entire team did a phenomenal job verifying the seller's financials, flagging key issues, and explaining everything in a clear, thorough, and professional manner. They didn’t just check the boxes, they truly went above and beyond. They communicated directly and effectively with the seller, weren’t afraid to press when necessary, and gave me invaluable advice throughout the process. Every question I had was met with patience and real insight. Their deliverable was clean, well-organized, and lender-ready. I came away significantly more confident in my deal thanks to their diligence and expertise. I would absolutely recommend O'Connell Advisory Group to anyone doing a business acquisition and plan to use them again for future deals.

Cameron O'Sullivan
Had a QoE done and happy with the product. Patrick and his team are responsive and quick. The QoE data book is high quality and his interactions with the seller during the process was highly professional.
Had a QoE done and happy with the product. Patrick and his team are responsive and quick. The QoE data book is high quality and his interactions with the seller during the process was highly professional.

Kjael Skaalerud
Patrick and team provided excellent QofE and tax advisory for a nuanced B2B SaaS acquisition. The material was thorough and pace of execution was excellent. Highly recommend.
Patrick and team provided excellent QofE and tax advisory for a nuanced B2B SaaS acquisition. The material was thorough and pace of execution was excellent. Highly recommend.

Nate Snyder
Financial Due Diligence - Buy Side Acquisition: Engaging with Patrick O'Connell and O'Connell Advisory Group for my Buy Side Acquisition was an excellent decision. Patrick's expertise in Financial Due Diligence and Quality of Earnings really made a difference. He was very thorough in his analysis, which helped us understand the financial details and make better strategic decisions. For businesses or individuals in pursuit of comprehensive Quality of Earnings or financial due diligence, particularly within Buy Side Acquisitions, Patrick O'Connell and O'Connell Advisory Group stand out as a premier Buy Side Acquisition consultant and we will certainly use them for transactions going forward.
Financial Due Diligence - Buy Side Acquisition: Engaging with Patrick O'Connell and O'Connell Advisory Group for my Buy Side Acquisition was an excellent decision. Patrick's expertise in Financial Due Diligence and Quality of Earnings really made a difference. He was very thorough in his analysis, which helped us understand the financial details and make better strategic decisions. For businesses or individuals in pursuit of comprehensive Quality of Earnings or financial due diligence, particularly within Buy Side Acquisitions, Patrick O'Connell and O'Connell Advisory Group stand out as a premier Buy Side Acquisition consultant and we will certainly use them for transactions going forward.

Nick Villanueva

Due Diligence/Quality of Earnings report: 


I wanted to take a moment to recommend Patrick O'Connell from O’Connell Advisory Group, who recently provided outstanding services for my Due Diligence/Quality of Earnings report. Patrick's performance throughout the entire process was nothing short of exceptional. His expertise in the field is evident from the comprehensive and insightful report he delivered. He was incredibly knowledgeable and demonstrated a deep understanding of the intricacies involved in our Due Diligence process. Furthermore, Patrick went above and beyond by meeting with my lender to discuss the Quality of Earnings report. His willingness to engage with stakeholders beyond his primary responsibilities was greatly appreciated and proved to be immensely helpful in facilitating a smooth transaction.

Due Diligence/Quality of Earnings report: 


I wanted to take a moment to recommend Patrick O'Connell from O’Connell Advisory Group, who recently provided outstanding services for my Due Diligence/Quality of Earnings report. Patrick's performance throughout the entire process was nothing short of exceptional. His expertise in the field is evident from the comprehensive and insightful report he delivered. He was incredibly knowledgeable and demonstrated a deep understanding of the intricacies involved in our Due Diligence process. Furthermore, Patrick went above and beyond by meeting with my lender to discuss the Quality of Earnings report. His willingness to engage with stakeholders beyond his primary responsibilities was greatly appreciated and proved to be immensely helpful in facilitating a smooth transaction.

Nathaniel Maggio
O’Connell Advisory Group provided outstanding financial due diligence services. Their expertise in M&A and meticulous approach to financial diligence ensured we had a clear understanding of the target company’s financial health. The detailed analysis of historical financial statements, cash flow assessments, and risk evaluations were invaluable. Patrick’s insights helped us make an informed decision with confidence. Highly recommend their buy-side advisory for anyone in need of top-notch M&A support.
O’Connell Advisory Group provided outstanding financial due diligence services. Their expertise in M&A and meticulous approach to financial diligence ensured we had a clear understanding of the target company’s financial health. The detailed analysis of historical financial statements, cash flow assessments, and risk evaluations were invaluable. Patrick’s insights helped us make an informed decision with confidence. Highly recommend their buy-side advisory for anyone in need of top-notch M&A support.

Mike Simpson
Q: What specific services did you utilize from O'Connell Advisory Group? A: Quality of Earnings (QoE) review for an acquisition. Q: How would you describe the expertise and professionalism of the O'Connell Advisory Group team? A: Their expertise and professionalism were outstanding. Patrick, Abi, and the team demonstrated a deep understanding of small business financials, communicated clearly, and handled complex issues with confidence. They were responsive, thoughtful, and highly competent at every stage of the process. Q: What impact did O'Connell Advisory Group's services have on your transaction or business decision? A: Their work gave me full confidence in the numbers behind the deal. They confirmed the seller's financials, raised important red flags relating to customer concentration and margin, and helped me evaluate risks I wouldn’t have caught on my own. Their insights directly influenced my level of comfort moving forward and even how to negotiate working capital. Q: How did O'Connell Advisory Group's services meet or exceed your expectations? A: They exceeded expectations across the board. They didn’t just deliver a report, they offered guidance, educated me on financial concepts I was less familiar with, and even stepped in to communicate directly with the seller when necessary. Their level of engagement and attention to detail was far above what I expected. Q: Would you recommend O'Connell Advisory Group to others seeking M&A transaction services? If so, why? A: Absolutely. I would recommend them without hesitation. They were thorough, sharp, proactive, and genuinely invested in my success. If I pursue another acquisition, they’ll be my first call.
Q: What specific services did you utilize from O'Connell Advisory Group? A: Quality of Earnings (QoE) review for an acquisition. Q: How would you describe the expertise and professionalism of the O'Connell Advisory Group team? A: Their expertise and professionalism were outstanding. Patrick, Abi, and the team demonstrated a deep understanding of small business financials, communicated clearly, and handled complex issues with confidence. They were responsive, thoughtful, and highly competent at every stage of the process. Q: What impact did O'Connell Advisory Group's services have on your transaction or business decision? A: Their work gave me full confidence in the numbers behind the deal. They confirmed the seller's financials, raised important red flags relating to customer concentration and margin, and helped me evaluate risks I wouldn’t have caught on my own. Their insights directly influenced my level of comfort moving forward and even how to negotiate working capital. Q: How did O'Connell Advisory Group's services meet or exceed your expectations? A: They exceeded expectations across the board. They didn’t just deliver a report, they offered guidance, educated me on financial concepts I was less familiar with, and even stepped in to communicate directly with the seller when necessary. Their level of engagement and attention to detail was far above what I expected. Q: Would you recommend O'Connell Advisory Group to others seeking M&A transaction services? If so, why? A: Absolutely. I would recommend them without hesitation. They were thorough, sharp, proactive, and genuinely invested in my success. If I pursue another acquisition, they’ll be my first call.

Austin Larson
- I left a message and Patrick returned my call promptly helping me decide on the purchase of a buy-side quick deal review given my needs. - As a first time searcher I was looking for some additional expert insight and Patrick provided just this. - He was great to work with and I would recommend him to others in my space.
- I left a message and Patrick returned my call promptly helping me decide on the purchase of a buy-side quick deal review given my needs. - As a first time searcher I was looking for some additional expert insight and Patrick provided just this. - He was great to work with and I would recommend him to others in my space.

Lee Barba

Managing Director, Hampton-Surry Holdings

Accounting due diligence services for small business acquisition: 


Quick, responsive, and knowledgeable. Clearly well-versed in the M&A space and gives thoughtful feedback towards the acquisition process. Patrick and O’Connell Advisory Group did an excellent job of communication & understanding the expectations of the project. Patrick delivered tremendous value within the budgetary framework we agreed upon and was able to highlight and focus on the key issues I wanted diligence. He was very responsive and proactive, and his work product was timely and insightful.

Accounting due diligence services for small business acquisition: 


Quick, responsive, and knowledgeable. Clearly well-versed in the M&A space and gives thoughtful feedback towards the acquisition process. Patrick and O’Connell Advisory Group did an excellent job of communication & understanding the expectations of the project. Patrick delivered tremendous value within the budgetary framework we agreed upon and was able to highlight and focus on the key issues I wanted diligence. He was very responsive and proactive, and his work product was timely and insightful.

RP
Riverwalk Search Partners

Founder

Patrick is extremely knowledgeable about the SMB acquisitions space and I would highly recommend any acquisition entrepreneur to connect with him prior to deep diving into a deal.
Patrick is extremely knowledgeable about the SMB acquisitions space and I would highly recommend any acquisition entrepreneur to connect with him prior to deep diving into a deal.

N
Nathan M.
Financial Expert to Assist with a Small Business Acquisition Patrick was excellent with clear instructions and expectations. Would be more than happy to assist with future projects!
Financial Expert to Assist with a Small Business Acquisition Patrick was excellent with clear instructions and expectations. Would be more than happy to assist with future projects!