Diligence, integration, and finance leadership across the deal and beyond. Senior-only, fixed-fee, and flexible.
Buy-side diligence and sell-side preparation for lower-middle-market M&A. A standard deal in about 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.
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.
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.
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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