Financial due diligence, quality of earnings and transaction structuring, so price, terms and taxes are based on reliable numbers.
Individuals, search funds and companies acquiring a business who need to test the numbers.
Owners preparing to sell who want clean financials and fewer surprises in diligence.
Parties who need an independent look at earnings before committing capital.
Deal teams who need a financial advisor on the transaction.
We discuss the deal, the timeline and your role in it.
Scope, fee and confidentiality terms agreed in writing.
We send a tailored list of what we need, shared through your secure portal.
We test earnings, working capital and key risks, and keep you updated as findings emerge.
A clear written report, and support through negotiation and closing.
A review of whether a company's reported earnings are accurate and sustainable, adjusting for one-time items, owner expenses and accounting choices.
Yes. A sale-readiness review a year or two ahead often makes diligence faster and smoother.
Yes. Confidentiality is covered in the engagement letter, and documents stay in your secure portal.
Independent business valuations for transactions, buy-sell agreements, estate and gift planning, lending, and disputes.
Learn more →Year-round proactive planning, estimated tax minimization, entity selection analysis, retirement planning, and multi-state nexus analysis.
Learn more →Strategic identification and facilitation of business and corporate partnerships: joint ventures, strategic alliances, and commercial arrangements.
Learn more →Initial consultations are always free. Send a message and we'll respond within one business day.
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