Rigorous, independent, and senior-led — from the first conversation through final delivery.
Rigorous, independent financial analysis for buyers, sellers, and their advisors — from Quality of Earnings and NWC peg analysis to sell-side pressure testing and purchase agreement review.
Independent diligence on target financials — adjustments, run-rate EBITDA, working capital, and risk areas surfaced before close.
Pre-marketing financial review that anticipates buyer questions, supports the value story, and accelerates the diligence process.
Detailed working capital analysis for inclusion in the purchase agreement — defensible, transaction-tested.
Analysis of financial reps, indemnification, and earn-out provisions through a diligence lens.
We identify and automate the cost and effort hiding in your finance function. AI-powered workflows that reduce manual effort, accelerate close cycles, and surface insights faster.
Month-end reporting, variance analysis, and board package preparation — automated and delivered faster.
Invoice processing, account reconciliation, and exception flagging handled through intelligent workflows.
Recurring model updates, scenario analysis, and sensitivity tables — maintained without manual rework.
Automated pulls from QuickBooks, ERP, and banking systems — clean data, on schedule, every time.
Real-time visibility into the numbers that drive your business. Dashboards, KPI reporting, and cash flow tools that give owners and operators a clear view of where margin actually comes from.
Live operating metrics — revenue by customer, gross margin by product line, conversion, retention — built and maintained.
Clean, board-ready financial packages with variance commentary and key drivers delivered on schedule.
13-week rolling forecasts, scenario models, and liquidity dashboards so you always know where you stand.
Where margin actually comes from — broken down by customer, product, channel, or job with full visibility.
Senior financial leadership when and where you need it. Project-based, fractional, or interim — plugged into your business without the commitment of a full-time hire.
Defined scope, defined timeline. Capital raises, refinancing, system implementations, financial integrations after an acquisition.
Ongoing CFO-level oversight on a part-time cadence — board prep, strategic decisions, lender management, and finance team leadership.
Bridge support during CFO transitions, organizational change, or a critical reporting cycle that can't slip.
Fixed fee. Defined scope. Senior-led. Tell us about your situation and we'll tell you exactly what we can do.
Sample QoE Report
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