
Expert Diligence for Higher Education Transitions
Considering a merger or acquisition in higher education? Work with us to define the most impactful risks to be explored and determine an efficient and cost-effective way to evaluate them.
Our team has performed diligence for dozens of changes in ownership in higher education with cumulative transactions in the billions of dollars. We understand where the biggest risks are and are experienced coordinating testing in conjunction with other advisors. Our service goes beyond, just evaluating the target. We help potential buyers plan ahead by projecting the Same Day Balance Sheet ratios and future Composite Score Ratios to understand if and how much additional capital could be required.

Due Diligence in Higher Ed: A Quick Reference for Buyers and Investors
Acquiring institutions of higher education is a long and involved process — one we have extensive experience navigating…
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Our Proven Process
McClintock & Associates has been solely focused in serving postsecondary institutions for nearly 50 years and this has allowed us to refine our audit process and provide each client with an efficient and positive experience.
We understand the impact your institution has on your students and their families. Your focus should be on helping shape and change their lives, not your audits. That’s where we can help by reducing the impact our audit has on your team.

Why Institutions Trust McClintock & Associates?
50+
years of experience
turning complexity into clarity since day one
Specialization in Title IV
With 50+ years of experience and currently issuing 150+ audits annually, we’ve worked across every school model—so the challenges you’re facing, we’ve likely already solved. That’s why we’re frequently invited to speak at conferences to share our expertise.
365
days a year
with us compliance is a year-round strategy
Year-Round Proactive Planning
With regulations evolving faster than ever, smaller financial aid and accounting teams often struggle to keep up. We track Title IV changes year-round and highlight what matters most for you.
7
FAACs
certified financial aid administrators
We’ve Walked in Your Shoes
Our Financial Aid Compliance team includes 10 financial aid veterans and 7 Certified Financial Aid Administrators® (FAAC), delivering customized, real-world solutions shaped by firsthand institutional experience.
98%
client satisfaction
we speak your language from day one
Our Clients Love Us
Our team comes “batteries included”—no training needed, and we speak your language from day one. We work efficiently to minimize disruption, helping schools stay focused on students.
I want to express my appreciation for your professionalism throughout the diligence process. Thank you for keeping us informed of the progress throughout and making it easier to track the open issues.
Elaine Neely
Chief of Staff, Post University
Where to Find Us
We’re frequently invited to speak at conferences to share our expertise.


