Strategic Financial Projects for Value Focused Business Owners
Financial Intelligence for Critical Business Decisions
When you’re facing pivotal moments in your business journey – acquisitions, exits, tax strategy overhauls – you need more than standard financial analysis. You need expert financial intelligence that directly impacts your business valuation and transaction success.
We bring transaction tested expertise to your critical financial decisions. Our team has guided dozens of mid-market owners through successful acquisitions, exits, and strategic pivots. We work directly with your management team to ensure our findings translate into action and value creation. No generic templates – just expert financial intelligence tailored to your specific situation.
Specialized Financial Services
DUE DILIGENCE
THAT UNCOVERS THE REAL STORY
- Financial and operational reality checks that reveal what’s actually happening
- Quality of earnings assessments that separate sustainable performance from one-time events
- Cash flow validation that exposes hidden patterns and future risks
- Risk identification before it derails your transaction
- Integration planning that creates day-one value
Uncover the complete financial story before making transaction decisions. Let’s discuss how our Due Diligence services reveal what others miss
QUALITY OF EARNINGS
THAT BUILDS CREDIBILITY
- Revenue quality analysis that strengthens your negotiating position
- Cost structure examination that identifies optimization opportunities
- Strategic EBITDA adjustments that accurately reflect business performance
- Trend analysis that tells your company’s financial story
- Business driver identification that focuses attention on value creators
Build transaction credibility with comprehensive earnings analysis. Let’s discuss how our approach strengthens your negotiating position.
WIP ANALYSIS & WORKING CAPITAL REVIEW
THAT CLARIFIES TRUE PERFORMANCE
- Deep dives into WIP schedules to assess revenue recognition and job profitability
- Evaluation of working capital trends that impact deal structure and closing adjustments
- Insights into project cash flow cycles to reduce surprises in diligence
- Review of billing and collection practices for operational efficiency
- Identification of balance sheet risk tied to over- or under-billing
WIP and working capital metrics can make or break deal confidence. Let’s get clear on where you stand before your buyer asks the hard questions.
ACCOUNTING CLEAN UP
THAT READIES YOUR BUSINESS FOR WHAT’S NEXT
- Catch-up and clean-up of historical financials for improved accuracy
- Interim accounting support to bridge staffing gaps or leadership transitions
- Pre-transaction clean-up to prepare for due diligence and buyer scrutiny
- Documentation and reconciliations that support a clean handoff
Whether you’re gearing up to sell, cleaning house after a period of neglect, or just need someone to step in short-term—our team brings order, accuracy, and peace of mind. We make your financials make sense again.
Let’s get your books in order so you can move forward with confidence.
M&A BACK OFFICE SUPPORT
THAT KEEPS DEALS MOVING
- Virtual data room setup and management
- Document version control and tracking
- Coordinated communication between stakeholders and advisors
- Timeline tracking and checklist management
- Deal closing documentation support
Behind every smooth transaction is a solid administrative backbone. We manage the details so your team can focus on the strategy and relationships that drive the deal.