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Everything you'd expect, and the strategy most firms skip.
What's included
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Financial due diligence for buyers and sellers
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Buyer-ready financial statements and normalized earnings
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Quality of earnings and profitability analysis
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Business valuation support and value enhancement strategies
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Financial document preparation and transaction support
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Tax planning and transaction structure guidance
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Coordination with buyers, sellers, lenders, attorneys, and brokers
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Strategic financial guidance from letter of intent through closing
What you walk away with
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Financial clarity before making a major decision
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Stronger positioning during negotiations
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Greater confidence throughout the buying or selling process
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A trusted advisor in your corner from LOI through close
Ideally 18–36 months before a sale. The earlier we begin normalizing earnings and strengthening the financials, the higher the defensible valuation when buyers arrive.
Financial statements, tax returns, profitability, cash flow, debt and working capital — plus the red flags buyers often miss. We support you through negotiations so you know exactly what you're acquiring.
Adjusting reported earnings for owner-related expenses, one-time items and reporting inconsistencies — so buyers and lenders see the true ongoing profitability of the business.
Yes. We coordinate directly with brokers, M&A advisors, attorneys and lenders to keep the financial story consistent across every party at the table.
OUR SERVICES
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Entity setup, registrations and ongoing compliance, so your business is structured correctly from day one and stays in good standing year after year.