Maximize Your Business Value 12 to 36 Months Before You Sell

CPA + CFA-Led M&A Advisory | Fractional CFO Services | Value Engineering

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Why DellaRok Partners?

DellaRok combines three things most firms don't: ongoing Fractional CFO services, value engineering that increases EBITDA by 15 to 30%, and top-level M&A execution.

We help founder-owned businesses ($5M to $50M value) in professional services, construction, logistics, home services, and hospitality increase their value before going to market. Then we execute premium exits through AI-enhanced buyer targeting and competitive bidding.

Seven Differentiators That Drive Premium Outcomes

Proven Financial Sophistication

Superior financial positioning creates credibility with smart buyers and supports premium valuations

Value Engineering

15 to 30% EBITDA improvement | $2M to $10M enterprise value increase pre-market

Fractional CFO Integration

Often leads to $5M+ valuation improvement at exit

Industry Vertical Specialization

We know the 30+ active PE platforms consolidating home services, their investment criteria, and decision-makers

AI-Enhanced Execution

50 to 100+ qualified buyers contacted (vs. 10 to 20 for manual approaches)

Capital Ecosystem Access

Private credit funds for growth capital and recapitalizations

Senior Partner-Led Execution

What This Means: When you call, you reach the partner managing your deal (not a junior associate)

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

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:

15 to 30%

EBITDA improvement before sale

15 to 25%

valuation premium vs. market averages

3 to 5

qualified offers per transaction

90%

or higher successful close rate

How We Create Value

CPA + CFA-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. Fractional CFO Services

Build the financial foundation for growth and eventual premium exit

2. Exit Readiness Assessment

Exit Readiness Report with quantified value enhancement roadmap

3. Value Engineering Execution

Pricing strategy and margin optimization (typical 15 to 30% improvement)

4. Sell-Side M&A Advisory

Our proprietary DellaRok M&A Process delivers investment banking quality designed for the lower middle market

5. Capital Advisory

Strategic Financing for Growth, Recapitalization, and Exit Optimization Access smart capital solutions through our established network

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 investment banking quality to the lower middle market. Unlike brokers who list and wait, we create competitive tension, maximize valuation, and reduce execution risk through disciplined methods.

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

Is this confidential?

Yes. We use controlled disclosures, complete NDAs before any sensitive information is shared, and staged access throughout the process. Your confidentiality is our top priority.

Do I need to be ready to sell now?

No. Many of our best outcomes come from clients who engage us 2 to 5 years before a transaction. The first call simply helps us understand your situation, timeline, and goals. Then we outline possible paths forward.

What size businesses do you work with?

We focus on the lower middle market: $5M to $50M enterprise value, typically $1M to $15M EBITDA. This is where top-level advisory creates the most impact.

Do you work with buyers too?

Yes, selectively. We provide buy-side advisory for qualified strategic acquirers, private equity funds, and family offices pursuing focused M&A strategies. Not mass-market deal flow.

Do you offer Fractional CFO services?

Yes. It is one of our core services and often the starting point for client relationships. Many engage us for Fractional CFO support 2 to 5 years before considering a transaction.

What industries do you specialize in?

Five core verticals: Professional Services, Construction and Specialty Trades, Logistics and Transportation, Home Services, and Hospitality. Industry specialization drives better outcomes.

What does an engagement typically cost?

M&A advisory fees are typically success-based (percentage of transaction value) with modest retainers. Fractional CFO services are monthly retainers ($3K to $8K typically). Exit Planning is project-based. We provide clear fee structures during initial conversations.

How long does the M&A process take?

Typical timeline is 9 to 12 months from engagement to closing: 3 to 4 months for preparation and marketing, 4 to 6 weeks for LOI negotiation, 3 to 4 months for due diligence and closing.

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.

No high-pressure sales. No obligation to engage. Just honest assessment and clear guidance.

We connect business owners, investors, and referral partners with high-value opportunities in the mergers and acquisitions space.

Resource Links

DellaRok Resource Portal

Get in Touch

2001 NORTH OCEAN BLVD APT 1604 SOUTH BUILDING, BOCA RATON, FLORIDA, UNITED STATES,3343

Address:

2001 NORTH OCEAN BLVD APT 1604 SOUTH BUILDING, BOCA RATON FL 33431

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