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Ask those who were investors. They might be able to name an entity that employes a Cambria CPA. Inquire what traits they were holding. Their assets are tremendously valuable when speaking of deeming each agency fit. So query on what steps it took towards these. Also, you can try scouting for what other professionals are useful for these intentions as finance is interdisciplinary. Your objectives are truly to evaluate them with utter stringency.
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Finally, arrange both your soft and including the complex hard copy docs. Put them around some folders for easier and apt retrieval. They will enable you to maximize your expertise when these were done in paramount fashion.