Our Services

Congruent Advisory Services supports businesses with customized solutions that solve corporate financial needs in the areas of Mergers & Acquisitions, IPO Readiness, Project Management of ERP Implementation, and Accounting and Financial Reporting.

Mergers and Acquisition Services for Buyers and Sellers

Congruent Advisory specializes in mergers and acquisitions advisory services, partnering with M&A buyers and sellers to expertly navigate the complexities of such crucial deals. Our customized services include comprehensive support for pre and post-acquisition phases, ensuring a seamless and successful integration for your business ventures. 

Initial Public Offering (IPO) Readiness

Our pre and post-IPO services ensure that companies are ready to go public and that the necessary financial processes and reporting procedures are in place after the initial filing.

Interim or Fractional CFO Services

We are here to help with your expanded accounting and financial reporting needs as you grow, whether it is interim or fractional CFO for support, or advanced caliber additional resources.

ERP Project Management & Consulting Services

We specialize in ERP project management, offering our expertise to assist you in selecting, building, and implementing an ERP strategy that ensures seamless scalability and the support you need now and in the future.

What Clients are Saying


Brenton S.

President Biotechnology Company, TX

Congruent Advisory (Tejal) worked as a fractional CFO for us for about 2 years. She focused on understanding our business needs of our maturing company and helped improve the quality of data and communication between finance and operations. Tejal provided actionable insight and support on various aspects of our company, such as ERP selection and implementation, audit facilitation, as well as documentation of technical accounting pronouncements and their implementation. Tejal helped guide us on our strategic choice of auditors, as we planned for continued growth of our company. Overall, she helped drive solutions as the company transitioned to a permanent CFO. I highly recommend Tejal. She would be a valuable asset to any company in a growth mode.

Rudolph G.

Owner, Waste Company, CO

We retained Congruent Advisory (Tejal) as a sell side M&A consultant. Tejal helped us steer our financial, legal, and operations due diligence process. She was integral to helping the buyer gain comfort on all aspects of the due diligence. Tejal helped us navigate the transaction process in a collaborative manner. Of particular note was her ability to drive the transaction process to fruition in a challenged timeline (approx. 4 months). We unhesitatingly recommend Congruent as an M&A consultant. Congruent would be a key asset to any seller company looking for assistance with their transaction. Our family is forever grateful that Tejal joined our company and lifted our team to a higher level – I give her a five-star rating!