Service
M&A / Exit Readiness
Clean numbers, a quality-of-earnings dry run and a data room in place before buyers ask, so the price you agree holds through to close.
Starting at
First milestone
Diligence-ready in 8–14 weeks
Scope
Agreed in writing before work starts
Most price reductions happen after the letter of intent, when a buyer’s diligence team finds something the seller had not explained. We find it first. Our readiness work runs the checks a buyer’s quality of earnings provider will run: revenue recognition, normalized EBITDA, working capital trends, customer concentration and the accruals behind month-end.
A typical project takes 8–14 weeks. We rebuild adjusted EBITDA with a schedule of every add-back and its support, prepare a working capital analysis you can defend when the peg is negotiated, and stock a data room with an index a buyer’s team can follow. Where the numbers show a real problem, we tell you early, so you can fix it or price it in before a buyer does.
During a live process we answer financial diligence requests and keep the deal model current as terms move. Your M&A counsel handles the purchase agreement, your tax advisors handle deal structure, and any licensed sell-side advisor you hire runs buyer outreach. We keep the numbers under all of it consistent.
Quality of earnings dry run
Revenue, EBITDA and add-backs tested the way a buyer's diligence provider will test them, with findings ranked by risk.
Adjusted EBITDA schedule
Every normalization adjustment listed with its support, so each add-back can stand up to buyer review.
Working capital analysis
Monthly net working capital for 24 months and a proposed peg range, with the reasoning behind it.
Data room and index
Financial, customer, contract and HR folders in the order a buyer's team reads them, with a numbered index.
Deal model
Scenarios for price, structure and earn-out effects on proceeds to the owners, prepared for review with your tax advisors.
Diligence Q&A support
Financial diligence requests answered from one log during the live process, typically within one business day.
M&A / Exit Readiness
Pricing questions
How far ahead of a sale should we start?
Does the dry run replace a formal quality of earnings report?
Do you run the sale process or find buyers?
What is a working capital peg and why does it matter?
Free intro call · 30 minutes
Talk to us about M&A / Exit Readiness.
Thirty minutes with a partner. You leave with two or three next steps, whether you hire us or not.
