Pratik Mehta
Founding Partner @Pratik Mehta Professional Corporation
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WORK HISTORY
Founding Partner @Pratik Mehta Professional Corporation
Oakville, ON, CA
Pratik Mehta Professional Corporation is an Oakville-based firm specializing in M&A advisory, fractional CFO services and sell side and buy side financial diligence. As a trusted advisor, I offer strategic insights and tailored services to help businesses navigate complex financial landscapes. My consulting services include:M&A Advisory: Providing strategic planning and execution to ensure successful mergers and acquisitions tailored to your business objectives.Fractional CFO Services: Delivering executive-level financial expertise on a flexible basis to optimize financial performance and drive strategic growth.Financial Diligence: Conducting meticulous due diligence to identify potential risks and opportunities, ensuring informed decision-making and successful outcomes.Market Readiness Consulting: Helping companies prepare for the market by unlocking key value drivers and ensuring they are strategically positioned for success.Value Determination: Assisting in determining anticipated value ranges and ensuring a clear understanding of your business’s worth before going to market, including preparing most probable selling reports.
EDUCATION
University of Waterloo
Master of Accounting, Accounting and Finance
Chartered Professional Accountants of Canada (CPA Canada)
CPA,CA
University of Waterloo
Bachelor of Accounting and Financial Management, Accounting and Finance
Chartered Business Valuators Institute (CBV Institute)
Registered Student in CBV Institute’s Program of Studies
SKILLS
ABOUT PRATIK MEHTA
I’m a CPA who helps business owners make better financial decisions as they grow, scale, or prepare to exit. Over the years, I’ve seen too many entrepreneurs run profitable businesses but struggle with cash flow, unclear financials, or missed opportunities during a sale. My work as a Fractional CFO and M&A Advisor bridges that gap. I help owners: • Build reliable financial reporting systems • Improve profitability and cash flow visibility • Prepare for financing, expansion, or sale • Navigate the transaction process, from valuations, pre market preparation, negotiation, deal structuring, due diligence to closing I also collaborate with other CPAs, brokers, bankers, and lawyers to help their clients strengthen value and complete deals more smoothly. If you work with business owners who are growing or considering a transition, I’d love to connect and explore how I can support your clients. Specialties: Fractional CFO Services | Financial Strategy | Business Valuations | M&A Advisory | Due Diligence | Exit Planning | Tax-Efficient Transactions
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