Be ready before the buyer is.
We act as your financial advisor across the transaction lifecycle — preparing the numbers, anticipating diligence, and coordinating with your bankers, attorneys, and counterparties so nothing derails the deal.
Support at every stage of the deal.
Whether you're preparing to sell, raising capital, or acquiring, we provide the financial rigor sophisticated counterparties expect.
Sell-Side Preparation
Get the business and its financials buyer-ready, well ahead of going to market.
Exit Readiness Assessment
A candid review of where you stand and what to fix before a process begins.
Buy-Side Financial Support
Diligence and analysis on acquisition targets so you know what you're buying.
Financial Modeling
Integrated models, scenarios, and projections that support your valuation.
Data Room Preparation
Organized, complete, and buyer-ready documentation that keeps deals moving.
Due Diligence Support
We manage information requests and respond to buyers efficiently and accurately.
Working Capital Analysis
Establish and defend the working capital peg that protects your proceeds.
EBITDA Normalization
Identify and document add-backs and one-time items to present true earnings power.
Purchase Price Support
Analysis to support negotiations and the economics of the final agreement.
Financial Cleanup Before Sale
Tighten the books so diligence reveals strength, not surprises.
Transaction Readiness
A coordinated plan so you enter the process organized and in control.
Advisor Coordination
We work alongside your investment bankers, attorneys, and buyers to keep the deal on track.
What good preparation actually buys you.
Better preparation
Fewer surprises
Stronger negotiating position
More efficient diligence
Increased buyer confidence
We know what sophisticated buyers look for.
Our team has supported transactions and sat on the diligence side of the table. We prepare your financials the way a private equity buyer or strategic acquirer will read them — so the questions are answered before they're asked.
Quality of earnings
Is reported EBITDA real, recurring, and defensible?
Working capital
What's a normal level, and how is the peg set?
Revenue durability
How concentrated and how sticky is the revenue?
Reporting integrity
Do the numbers reconcile and hold up under scrutiny?
The best time to prepare was a year ago. The second best is now.
Let's pressure-test your readiness for a transaction — before you're under deal pressure.