CM3 Advisory

Accounting for Legal Practices · California, United States · 1-10 Employees

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Overview

Headquarters

750 B St Ste 1920, San Diego, California...

Phone Number

(858) 247-2361

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
1
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About CM3 Advisory

CM3 Advisory is a boutique CPA firm that specializes in providing assurance and advisory services to lower middle-market private companies, their owners, private equity firms, and family offices. The firm offers a range of services including M&A sell-side and buy-side advisory, consulting, assurance, manufacturing services, and fractional CFO/controller services. Clients benefit from a tailored approach and experienced team members, ensuring a refreshing experience compared to larger firms. CM3 Advisory focuses on delivering specialized skill sets and concierge-level service to help clients achieve their growth objectives.Explore more
CM3 Advisory's Social MediaPopular SearchesCm3 AdvisorySIC Code 87,872NAICS Code 54,541Show more

CM3 Advisory Org Chart

PhoneEmail
GB
United States flag for contact location.

Managing Director, Consulting Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CM3 Advisory

<$5M
1-10
Private
-
2020
GB
German BeasManaging Director, Consulting Services
$5.5M
11-50
Private
-
2001
JS
Jodi SilvermanStream Senior Director
$5.3M
11-50
Private
-
1991
CB
Carrie BirdTax Accountant
<$5M
11-50
Private
-
2022
JG
Jarrod GalassiTax Director
<$5M
1-10
Private
<$5M
2010
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

CM3 Advisory is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

CM3 Advisory is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about CM3 Advisory.

CM3 Advisory Tech Stack

A closer look at the technologies used by CM3 Advisory

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding CM3 Advisory

What is CM3 Advisory's official website?
CM3 Advisory's official website is www.cm3advisory.com
What is CM3 Advisory's Revenue?
CM3 Advisory's revenue is <$5 Million
What is CM3 Advisory's SIC code?
CM3 Advisory's SIC: 87,872
What is CM3 Advisory's NAICS code?
CM3 Advisory's NAICS: 54,541
How many employees does CM3 Advisory have?
CM3 Advisory has 1-10 employees
What industry does CM3 Advisory belong to?
CM3 Advisory is in the industry of: Accounting for Legal Practices, Business Services, Project Management
What is CM3 Advisory competition?
CM3 Advisory top competitors include: Segue Partners, Silverman Kendall, Evolved, Sandler
What technology does CM3 Advisory use?
Some of the popular technologies that CM3 Advisory uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact CM3 Advisory?
CM3 Advisory contact info: Phone number: (858) 247-2361 Website: www.cm3advisory.com
What does CM3 Advisory do?

CM3 Advisory is a boutique CPA firm that specializes in providing assurance and advisory services to lower middle-market private companies, their owners, private equity firms, and family offices. The firm offers a range of services including M&A sell-side and buy-side advisory, consulting, assurance, manufacturing services, and fractional CFO/contr... oller services. Clients benefit from a tailored approach and experienced team members, ensuring a refreshing experience compared to larger firms. CM3 Advisory focuses on delivering specialized skill sets and concierge-level service to help clients achieve their growth objectives.Read More

What are CM3 Advisory social media links?
CM3 Advisory Linkedin page
Is CM3 Advisory a public company?
CM3 Advisory is private company therefore does not currently have an official ticker symbol
See more information about CM3 Advisory

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