A sale, acquisition or capital raise is coming, and the numbers aren't ready.
Transaction AdvisoryTRANSACTION ADVISORY · BUSINESS VALUATION · FRACTIONAL CFO SERVICES
Clear Financial Insight. Informed Business Decisions
Financial leadership, transaction advisory and business valuation for companies valued at $5 million to $100 million. Partner-led work, built around the decision in front of you.
OUR TEAM'S BACKGROUND INCLUDES
DOES THIS SOUND FAMILIAR?
Clients don't come to us for a report. They come with a decision to make.
You're buying a business and need to know what it really earns.
Transaction AdvisoryYou need a value that will hold up with a buyer, a partner, an attorney or a court.
Business ValuationYour business has outgrown its bookkeeper, but isn't ready for a full-time CFO.
Fractional CFOYou're making decisions without a forecast, a budget or a clear view of cash.
Fractional CFOMargins or cash are slipping, and no one can say exactly why.
Fractional CFOTHREE SERVICE LINES. ONE RELATIONSHIP.
One firm across the life of your business
The team that improves your monthly reporting is the same team that prepares you for a sale and tells you what the business is worth.
01 · Get ready and get it doneLearn more 02 · Know what it's worthLearn more 03 · Run it betterLearn more
Transaction Advisory
Quality of earnings and financial due diligence, then deal structuring and negotiation support through close.
Business Valuation
An independent, defensible value for a transaction, ownership transition, financing or dispute.
Fractional CFO & Accounting Advisory
Reporting, forecasts and financial leadership you can act on, without the cost of a full-time hire.
OUR PROMISE
What every client can expect from us
On every engagement, starting on day one.
- 1
You will receive analysis that is sourced, reconciled and defensible, never a conclusion without the work behind it.
- 2
You will understand not just what the numbers say, but what to do about it.
- 3
You will be told the truth about your business, even when it isn't the answer you were hoping for.
- 4
You will work directly with the partner accountable for the work.
- 5
You will never be sold a bigger engagement than your business needs.
HOW WE THINK
The same seven steps on every engagement
INSIGHTS
For owners and buyers
FOR BUYERS
What buyers actually look for in a quality of earnings report
Normalized earnings, customer concentration, working capital and the bank-to-book reconciliation: the four analyses that most often change a purchase price.
FOR OWNERS
Preparing your business for a sale twelve months out
The records, customer documentation and add-back support that decide whether diligence confirms your asking price or erodes it.
Start with a conversation.
No cost and no pressure, and an honest read on whether we're the right fit. If we're not, we'll tell you.