Solutions
Your exit value is decided long before the closing table.
A buyer pays for financials that are clean, explainable, and repeatable, and for a company that runs without depending on any one person. Neither exists on the day a sale process starts; both are built over the quarters before it. We build them as a way of operating, so when diligence opens, the answers already exist.
Supporting services
- Diligence Data Room
- Add-Back & Normalization
- Quality of Earnings Support
- De-Risking Roadmap
- Exit Scenario Modeling
- M&A Reporting
Your pain
- A sale in motion and diligence demands overwhelming the team
- Revenue recognition that a buyer’s advisors will discount on sight
- Adjusted EBITDA built on add-backs nobody documented
- A company-specific risk premium priced into every offer because the business depends on you
Our value
- Restated, defensible baseline and add-back schedule delivered before the QoE team asked
- Diligence file assembled progressively: financials, contracts, corporate records, tax filings
- De-risking roadmap converting a valuation’s risk assessment into a tracked plan with owners, reported quarterly
- Exit scenarios modeled end to end, including employee profit-sharing payouts, before terms are agreed
What we deliver
- Progressive diligence data room, current at all times
- Owner add-back and normalization schedule, documented and supportable under QoE scrutiny
- Revenue-recognition defensibility: the most common source of buyer valuation discounts, closed in advance
- Quality of Earnings support: corrected baseline, adjustment documentation, responses to the QoE team
- M&A reporting: schedules, models, and packages for your advisors and the parties at the table
- De-risking roadmap targeting a measurable reduction in the company-specific risk premium
- Exit scenario and waterfall modeling, including employee profit-sharing outcomes
- Transaction accounting support (including 1031 exchanges), coordinated with your tax professional
- Buy-side support: target identification and acquisition diligence
What we don’t do Tax preparation and filing, payroll tax deposits, bank transactions, attestation, and legal advice remain with your licensed professionals. We coordinate on timing, treatment, and strategy. We also provide no broker or investment-banking representation on a sale.
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Tell us where they fall short, and we'll close the gap.