Diligence, integration, and finance leadership across the deal and beyond.
Buy-side diligence and sell-side preparation, in ~two weeks at a fixed fee.
Read MoreThe team that ran your diligence executes the transition through the first 100 days.
Read MoreSenior finance leadership between and around deals, on retainer or a scoped project.
Read MoreBuy-side diligence and sell-side preparation for lower-middle-market M&A. A standard deal in ~two weeks, at a fixed fee, scaled to the size of the deal. The core of what we do.
Diligence on the target’s financials, scoped to the deal. Quality-of-earnings adjustments, run-rate EBITDA, working capital, and risk areas surfaced before close.
A pre-marketing financial review that anticipates buyer questions, supports the value story, and keeps the diligence process moving.
Working capital analysis built for the purchase agreement. Defensible and transaction-tested.
A read on the financial reps, indemnification, and earn-out provisions through a diligence lens.
We stress-test the numbers the way a buyer will, so there are no surprises once the deal is in the market.
After the Close. Keep the same team through integration. See Post-Merger Integration.
For buyers. The team that ran your diligence executes the transition, from close through the first hundred days, so nothing gets dropped between the deal and the day-to-day.
The closing working capital calculation and true-up, tied back to the diligence peg.
Opening-balance-sheet support and a clean closing balance sheet, so the hold period starts on solid footing.
A GAAP-consistent monthly close, board and lender reporting, and a value-creation tracker, built to hand to the team.
Support through the post-close true-up and any disputes, from the people who already know the numbers.
What Comes Next. Roll into ongoing support. See Fractional CFO.
Senior finance leadership between and around deals, on a monthly retainer or a scoped project, shaped to whatever the business needs.
Board packages, investor updates, and lender and covenant reporting that stand up to scrutiny.
Budgets, forecasts, and the 13-week cash view, so the numbers guide the decisions.
Oversight of the close, the controls, and the finance team, without a full-time hire.
Add-on diligence, integration, and the finance work around the next deal.
Getting the finance function and the story ready well before a sale or recapitalization.
Where It Starts. Most engagements begin with diligence. See Quality of Earnings.
Tell us about your situation and we'll tell you exactly what we can do.