Diligence & Advisory for Investors, Entrepreneurs, & Searchers
A Firm committed to helping investors, entrepreneurs, and searchers secure clear insights. Providing Proof of Cash, Quality of Earnings ‘Lite’, full-scope Quality of Earnings, and other Financial Due Diligence solutions.
Proof of Cash
Proof of Cash
Reconciling bank statements to the reported financials to ensure accurate cash flow is being reported.
Great for:
- Transactions under $750k in size
- Online Businesses
- Buyers who need a quicker option prior to a QoE
Quality of Earnings ‘Lite’
Quality of Earnings ‘Lite’
An expedited Quality of Earnings report that will provide thorough insights into the proposed deal and financial stability of the business. Recommended for business transactions between $750k-$5MM.
- Proof of Cash (Included)
- In depth EBITDA Analysis
- Review of accounting practices and deviations from GAAP
- Working Capital Analysis
- Debt & Debt-like Item Analysis
- Other custom analyses requested by client
Deal Valuation Analysis
Deal Valuation Analysis
Our team of experts has a depth of experience in Lower Middle Market and Small & Main Street business transactions. Whether you have signed an LOI yet or not, we will take a look at your valuation and provide clear insights & analyses.
- Sustainable EBITDA Analysis
- Deal Underwriting and Valuation
- Red-Flag Analysis for cautious buyers
- Buy and Sell-Side coaching
- Custom Analyses
Sell-Side Preparation Package
Sell-Side Preparation Package
For sell-side intermediaries and business owners looking to exit.
Includes:
- EBITDA/SDE Analysis: Prepare company to ‘go-to-market’ and catch items that would be flagged during the diligence process that could potentially alter valuation expectations
- Seller interview: To analyze financials & review accounting practices to gain insights on where adjustments should be made to get a head start on the diligence process
- Proof of Cash: Reconcile financials to bank statements and tax returns
- Deliverable is a branded financial data book with commentary & visually appealing tables to transpose directly into your CIM or CBR