Your books are clean. Your numbers still don't help you make decisions.
We fix that.
DellaRok is the Office of the CFO for business owners who have outgrown their bookkeeper but are not ready for a $200,000 full-time hire. We run the monthly close, build the cash flow picture, and get you ready for whatever is next — a loan, an acquisition, or a sale.
Why DellaRok Partners?
Your bookkeeper records what already happened. Your CPA looks backward once a year to file your taxes.
Neither one is sitting on your side of the table month to month, building a cash flow forecast, watching your margins, or helping you decide whether to take on debt, hire, expand, or sell.
That is the seat we take.
Our Core Services
The DellaRok Difference
We don't just list businesses; we engineer outcomes that maximize enterprise value.
Financial Sophistication
CPA & CFA Charterholder-Led advisory bringing institutional-grade financial analysis to the middle market.
AI-Driven Outreach
Proprietary AI matching engine that identifies the perfect strategic and financial buyers globally.
Vertical Expertise
Deep experience in complex sectors like construction, healthcare, and professional services.
"Senior-Led Execution, Every Step of the Way."
Unlike larger firms where your deal is handed off to junior associates, every DellaRok engagement is led by our senior partners from valuation to close.
Track Record
We Have Done This Ourselves
Built, ran, and sold City Livery Leasing.
A real exit, not a consulting engagement.
Secured for a $20M transportation company
after a full financial turnaround from a 10% net loss.
Electrical contractor, three acquisitions funded,
EBITDA grew 124% over three years.
Who we Serve
Whether you are 2 to 5 years from exit or ready to sell within 12 months, we help you build value step by step and exit on your terms.
Ideal Client Profile
- $5M to $50M enterprise value | $1M to $15M EBITDA
- Founder-owned or family-owned businesses
- Professional Services, Construction, Logistics, Home Services, Hospitality
- Owners who value preparation and premium outcomes over speed
Client Feedback and Reviews
Read what our loyal partners have to say about our service.
"I was hesitant to sell because I didn't want to deal with upfront fees or unqualified buyers. DellaRok Partners handled everything—from valuation to negotiation—while keeping the process confidential. Within weeks, I had multiple offers, and I closed at a price higher than I expected!"
Lisa T.
Business Investor
"I had been searching for the right business investment for months but kept running into dead ends. DellaRok Partners matched me with a business that fit my goals and handled all the due diligence. Their expertise helped me secure a great deal, and I'm already seeing returns!"
Michael R.
Former Business Owner
"I have a strong network of business owners, and partnering with DellaRok Partners was a no-brainer. I simply referred a seller, and their team took care of the rest. When the deal closed, I got my commission fast—no hassle, just pure profit!"
Serah P.
Referral Partner
"I now have an exact plan to grow sustainably — without resorting to high-interest debt."
Specialty Food Manufacturer
Fractional CFO Client
"Working with DellaRok let me focus on operations while they focused on growth. They freed up the cash flow we needed to expand — which translated directly into a higher valuation."
Telecommunications Contractor
Exit Client
Our Integrated Approach
Years 2 to 5 Before Exit
Fractional CFO services building financial strength, improving EBITDA, and preparing for exit
Months 12 to 36 Before Exit
Value Engineering program fixing margins, customer concentration, risk issues, and management depth
Transaction Phase
Top-level M&A execution with AI-enhanced buyer matching, competitive bidding, and senior-led coordination through close
Results Our Clients Achieve:
How We Create Value
CPA & CFA Charterholder-Led M&A Advisory | Fractional CFO Services | Value Engineering
Unlike advisors who only appear when it's time to sell, DellaRok helps owners build value years in advance. Then we execute premium exits when timing is right.
1. Office of the CFO — Starting at $1,000/mo
Monthly close, real reporting, cash flow forecasting, and a financial partner who actually knows your business. Available as a one-time $8,000 cleanup project or as ongoing monthly support.
2. Sell-Side M&A Advisory
Our proprietary DellaRok M&A Process delivers top-tier transaction advisory designed for the lower middle market
3. Exit Readiness Assessment
Exit Readiness Report with quantified value enhancement roadmap
4. Value Engineering Execution
Pricing strategy and margin optimization (typical 15 to 30% improvement)
5. Capital Readiness
Capital Readiness and Strategic Finance Support. We help companies prepare for financing discussions by organizing financial materials, building lender/investor-ready models, evaluating capital structure options, and supporting management through diligence. DellaRok does not act as a placement agent, broker-dealer, or securities intermediary unless such services are conducted through appropriately registered and licensed parties.
THE DELLAROK M&A PROCESS
Top-Level Transaction Framework | 9 to 12 Month Timeline | 90% or Higher Close Rate
A proprietary five-phase process delivering top-tier transaction advisory to the lower middle market. We help business owners prepare for and navigate potential exit opportunities through valuation support, financial analysis, buyer universe research, process preparation, diligence coordination, and strategic transaction support.
Phase 1: Discovery and Valuation (Weeks 1 to 4)
- Leadership team interviews and business review
- 3 to 5 year financial statement analysis and cleanup
- EBITDA bridge development (15 to 25 adjustments typical)
- Working capital analysis and target setting
- Comparable company and past transaction analysis
- DCF modeling and multiple valuation methods
Phase 2: Positioning and Preparation (Weeks 5 to 10)
- 50 to 80 page Confidential Information Memorandum (CIM) development
- Anonymous Teaser creation for initial outreac
- Strategic growth story and competitive positioning
- Virtual data room organization (corporate, financial, operational, legal)
- Buyer list development (50 to 100+ strategic and financial targets)
- Sell-side Quality of Earnings analysis preparation
- Management presentation materials and Q&A preparation
Phase 3: Buyer Targeting and Marketing (Weeks 11 to 20)
- AI-powered buyer matching based on industry, size, geography, investment focus
- Phased outreach strategy (Tier 1, 2, 3 buyers based on fit)
- Financial buyer targeting: PE funds matched to investment criteria
- Anonymous teaser distribution and interest tracking
- NDA execution and confidentiality management
- Staged CIM distribution to qualified buyers only
- Initial buyer Q&A and information request management
Phase 4: Bid Management and Negotiation (Weeks 21 to 28)
- Indication of Interest (IOI) request with deadline
- Management presentations and site visits (top 3 to 5 buyers)
- Letter of Intent (LOI) request and competitive bid analysis
- Best and Final Offer (BAFO) process management
- Deal structure optimization: price, earnouts, working capital, reps and warranties
- Buyer selection and LOI negotiation
- Purchase agreement framework development
Phase 5: Due Diligence and Closing (Weeks 29 to 40)
- Virtual data room management and buyer access control
- Diligence Request List (DRL) response coordination (200 to 400+ items)
- Quality of Earnings process management
- Legal, environmental, insurance, and tax review coordination
- Purchase Agreement negotiation (reps, warranties, indemnifications)
- Third-party coordination (legal, accounting, lenders)
- Final net working capital calculation
- Closing document execution and funds transfer
Quick Answers
We work with owner-operated businesses in:
"The right fit is an owner who is making financial decisions without the numbers to back them up."
What to Expect on the Call
Before the Call:
We will send a brief questionnaire to understand your business basics. This makes the call more valuable for you.
During the Call
30 minutes with a founding partner. We discuss your situation, answer questions, and provide initial insights.
After the Call
If there is mutual interest, we outline engagement options. If not, we provide referrals to firms that might be better fits.
30 minutes. We will show you where your cash is going, what your business is worth, and what it would take to get the numbers ready for whatever comes next.
