Get ready to sell
Sell-side quality of earnings and readiness work, so you go to market with numbers that survive diligence.
Transaction AdvisoryWHO WE SERVE
Privately held businesses, and the people who buy, finance and advise them
Our focus is companies valued at $5 million to $100 million. Most of our work starts with an owner, and often continues alongside their buyer, lender, CPA or attorney.
FIRST AND FOREMOST
Business owners
Owners of established, privately held companies who want better financial visibility today and a stronger position when it's time to sell, raise capital or transition ownership.
Know what it's worth
Independent valuations for succession, buy-sell agreements, gifting and estate planning, or a dispute.
Certified Business ValuationsRun it better
Monthly reporting, forecasts and a fractional CFO for businesses that have outgrown their bookkeeper.
Fractional CFOOwner operators and individual acquirers
For buyers putting their own capital into an acquisition: what the business really earns, what could go wrong, and what to negotiate before you sign.
Buyers and investors
Buy-side diligence and working capital analysis at a cost that fits the deal size.
Private equity firms
Quality of earnings for add-ons and platform deals in the lower middle market.
Independent sponsors
Diligence that holds up with your capital partners, scoped before you commit equity.
Family offices
A second set of eyes on direct investments, from earnings quality to deal terms.
Corporate acquirers
Support for smaller tuck-ins your internal team doesn't have the bandwidth to staff.
Accounting and law firms
A transaction and valuation specialist your clients can trust. We work alongside you, and the client relationship stays yours when the work is done.
Lenders
Independent quality of earnings and valuation work when an acquisition you are financing calls for 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.