SERVICE 06 · M&A PREP
Buy or sell with your numbers in order.
Whether you’re getting your business ready to sell or sizing up one to buy, we bring the financial clarity to move with confidence. Advisory support — this is where we cut our teeth.
WHAT IT IS
Where our roots are.
M&A is where we come from — we built our own group by buying and running companies. We help on both sides of a deal, in an advisory capacity.
To be clear about the lane: we don’t perform quality-of-earnings reports or audits. What we do is get your financials and your story deal-ready, and help you read the numbers on a business you’re looking to buy.
WHAT’S INCLUDED
On both sides of the table.
- Sale-ready financials — clean history, defensible numbers
- Add-backs and normalization, organized
- A data-room financial package
- A financial read on a target you’re evaluating
- Diligence support as you dig in
- Making sense of a business you’ve just acquired
Advisory only — no quality-of-earnings or audit work.
No surprises when a buyer starts digging.
Deals fall apart on messy numbers. We get ahead of the questions a buyer (or your own diligence) will ask, so the financials hold up and the conversation stays about value, not cleanup.
FROM A CLIENT
“They didn’t just show me where the business is today — they modeled where we could be with a few key adjustments. Seeing those scenarios laid out made decisions that used to feel like guesses feel obvious.”
Mike Metzger
WHAT IT COSTS
Scoped to the deal.
M&A prep is a defined engagement, separate from your monthly retainer and scoped to what the deal needs — a sale you’re preparing for or a target you’re evaluating.
Getting ready to buy or sell?
Book a call and tell us which side of the table you’re on. We’ll show you what getting deal-ready looks like.