Build value you can defend.

Your pain

• Books resting on one overloaded person
• Balances a prior firm left tangled: prepaid, accrued, deferred
• A lender, buyer, or QoE team that has stopped believing the financials

Our value

• Books brought current within 30 days; monthly close on a committed calendar date
• Reconstructed two years of balances for a 20+ location healthcare operator, every adjustment documented in writing
• Revenue recognition rebuilt across four service lines ahead of a live sale process

Your pain

• No forecast, no budget owners, founder signing every check
• Margin invisible by product, project, client, or matter
• Pricing and commissions leaking value nobody can quantify

Our value

• 13-week cash model live within two weeks, reviewed weekly with the owner
• Commission structure redesigned to protect gross margin at a $14M distributor targeting 25%+ growth
• Order-level margin model built ahead of peak season, eliminating unprofitable orders before acceptance

Your pain

• Working capital at 30%+ APR through factoring or merchant loans
• No credit line sized to the cash cycle; growth funded from the owner’s pocket
• An institutional raise ahead, and no raise experience in the room

Our value

• Replacement strategy built for a $3M factoring facility running at ~36% APR
• Lender-ready materials and meeting support for a construction credit line sized to the working-capital cycle
• 5-year model with working capital scenarios at $15M, $30M, and $50M revenue, plus deck and data room for the raise

Your pain

• Diligence demands overwhelming the team mid-process
• Add-backs, revenue recognition, and owner expenses that will not survive buyer scrutiny
• A business that depends on its owner, priced into every offer

Our value

• Restated baseline and documented add-back schedule delivered before the Quality of Earnings team asked
• Diligence file assembled progressively across financials, contracts, corporate records, and tax filings; never under deadline
• Valuation bridge refreshed quarterly against the target exit value, with a tracked de-risking roadmap