TRANSACTION ADVISORY

Quality of Earnings & Financial Due Diligence

Quality of earnings and financial due diligence, then deal structuring and negotiation support through close.

What’s included

What’s included

Integrated models, scenarios, sensitivities, and forecasts

Purchase price mechanics, earnouts, seller financing, and structure options

Working alongside principals and counsel from term sheet through agreement

Pre-sale preparation to protect value

The reporting a new owner, lender, or board expects

HOW WE THINK

Seven steps, every engagement

Step	Our approach
1. Understand the business	How it actually operates: its model, its market, its people and what makes it work day to day.
2. Understand the economics	The handful of drivers of revenue, margin and cash that matter, separated from the noise.
3. Identify risks	What a buyer, lender or board would flag, found before someone else finds it.
4. Identify opportunities	Value that is available but not yet captured, through pricing, efficiency, structure or positioning.
5. Quantify the impact	If a risk or opportunity can't be sized, it can't be prioritized. We put a number on it.
6. Recommend specific actions	A prioritized set of next steps you can actually execute, not a list of observations.
7. Measure results	We follow up to confirm the recommendation worked, and use what we learn on the next engagement.

THREE SERVICE LINES. ONE RELATIONSHIP.

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.

No cost and no pressure, and an honest read on whether we're the right fit. If we're not, we'll tell you.