STEP 2 OF 2 · CHOOSE A TIME

Pick a Time for Your Gameplan Session

Thanks for filling out the form. Choose a time that works for you and you'll get a calendar invite with the Zoom link.

WHAT YOU'LL GET ON THE CALL

01

A review of where you stand

Your earnings, your cash, your deal or exit timeline, or your tax setup, depending on what you pick.

02

Clarity on what to fix or test first

The few items that matter most for your deal, your exit, your growth, or your tax bill.

03

A gameplan you can act on

You leave with the next steps in order, whether or not we work together.

Mark Edler, CPA

Last step. Pick a time below.

150+

M&A transactions advised

$1M-$100M

Enterprise value range of deals we work on

2022

Building alongside entrepreneurs since

WHAT CLIENTS SAY

“Mark was massively helpful in conducting a QoE as part of my due diligence on a home services deal. He uncovered a few critical discrepancies that helped mitigate my risk, and also just gave a lot of peace of mind.”

Joe Foster

Joe Foster

CEO, Chester Companies

“Their QoE work is exceptional, but they go beyond the numbers. They know the art of balancing all the stakeholders involved in a deal. They set clear expectations and deliver on them.”

Ken Wohl

Ken Wohl

Founder, Nice Day Ventures

“Mark and the Edler Zain team are AAA individuals, professionally and as people. Mark's style and demeanor during the due diligence interviews with sellers added tons of value through the trust he creates in those conversations.”

Juan Carlos Mastellari

Juan Carlos Mastellari

CEO, NorthView Holdings

“I worked with the Edler Zain team on my acquisition for financial due diligence and tax structuring. They were easy to work with, responsive, and added value on our Net Working Capital analysis and 336 election to save a ton on taxes.”

Erik Fike

Erik Fike

President, Level 4 Ventures

“Mark and his team are awesome to work with. We use them for bookkeeping and accounting across multiple entities and also just used them to get a QofE done for an acquisition. Great team, great service.”

Alex Nelson

Alex Nelson

Owner, Midnight Gem and Midnight Coffee

“We hired Mark for a project to create SOPs around closing the books and build a custom reporting package. They've been instrumental in getting our financials dialed into the level of detail we couldn't achieve on our own.”

BS

Brett Salsamendi

Partner and Operator, DXDivers and Lighthouse Capital Charters

“Finding Mark and Edler Zain has been a dream come true for me. They provide everything I've ever wanted in a QofE for SMBs. Prompt, professional, courteous and reasonably priced. I will be recommending Mark to every client I work with going forward.”

MM

Mitch McGinley

Business Broker

“As a small team building a fast-growing SaaS software company, we rely on our partners to help with important business matters. Mark has been a critical piece of our journey, handling all the accounting efforts. Highly recommended.”

BM

Boris Markovich

Exited Founder, Ayrshare

“I did have a chance to go through the entire spreadsheet. You've certainly broken out things the way that I assume a potential buyer would be looking at things. I'm really glad we went through the exercise.”

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Founder

Hospitality business, in a sale process

“Really enjoyed working with the Edler Zain team. They are very knowledgeable and just good people. Highly recommend!”

BM

Ben Malick

Client