Financial Advisors-Consultants Financial Services
AcquirePilot is a modern, AI-powered advisory firm based in Newport Beach.
We help small and mid-sized business owners maximize their company’s value with affordable, high-quality services typically only available from big-firm consultants.
Our specialties include:
Business Exits & M&A: Exit readiness, valuations, deal packaging, buyer sourcing, negotiation and due diligence support.
Performance Measurement: Bookkeeping, recasting, KPI dashboards, fractional CFO support, and strategic finance calls.
IPO Readiness: Full pre-IPO advisory for small-cap companies, from audit support to investor relations and roadshow prep.
We’re here to help local owners plan ahead, run stronger businesses, and exit successfully — whether that means selling, merging, or going public.
Built for entrepreneurs who want big-firm expertise at a small-business pace and cost.