M&A deals come down to financials a buyer can trust and a seller can defend. Whether you’re getting ready to sell, evaluating an acquisition, or somewhere in the middle of due diligence, our team handles the financial side so you can focus on the deal itself.
Buyers walk when reported earnings don’t match actual cash flow. Sellers leave money on the table when their financials aren’t presentation-ready.
Tax structure decisions made in the final week often cost six or seven figures that proper planning would have saved.
The work that happens before a buyer sees a number is what protects the deal. That’s where we come in.
Clean books a buyer can underwrite from
Reported revenue tied back to bank deposits
Sustainable, normalized earnings, defended
More of the sale price stays with you
Whether you’re preparing financials for a sale that’s a year out, evaluating a target right now, or sitting in a data room next week, we step in at whatever stage you’re at.
Before a deal ever starts, your financials need to look the part. We take messy or seller-style books and turn them into CPA-prepared statements that align with how a buyer wants to see them: accrual-based, normalized, properly categorized. Less friction in due diligence means a faster close and a stronger valuation.
A QofE report validates that the earnings a seller is reporting are real, sustainable, and tied to actual cash flow. Our QofE Lite is a streamlined version built for lower-middle-market deals where a full Big 4-style QofE is overkill but skipping diligence is risky. Pair it with a Proof of Cash analysis and you have what most SBA lenders and buyers actually want.
Asset sale or stock sale. Installment treatment. F-reorganization. Working capital pegs. The structure of a deal often matters more to your after-tax outcome than the headline price. We work alongside your attorney and broker to model the tax impact of each path and structure the transaction to keep more of the proceeds in your hands.
If you’re the one buying, the financial work is just as critical. We help acquirers evaluate target financials, confirm what they’re really purchasing, and prepare the documentation SBA lenders need to approve financing. For first-time buyers especially, having a CPA in your corner is the difference between buying a business and inheriting a problem.
Most accountants prepare tax returns. M&A advisory is a different discipline – it requires understanding how buyers think, how lenders underwrite, and how transactions actually close. Our team works on these deals year-round, not as a side project.
Buyers will challenge the numbers. We make sure the numbers can hold up to scrutiny.
Issues that surface late kill deals. We surface them early so they can be addressed, not weaponized.
A great sale price means nothing if half of it goes to taxes that smart structuring would have avoided.
Accounting, tax, due diligence, structuring. You're not coordinating four advisors who don't talk to each other.
Every report carries the weight of a licensed CPA’s review
Documentation prepared to lender and SBA standards
Serving deals locally and remotely
There’s no obligation and no pressure. If a deal isn’t on the horizon yet, we’ll tell you that. If it is, we’ll show you exactly what needs to happen to be ready for it.
Your financials and your situation stay private. Early conversations are treated with the same discretion as any client engagement.
This is a conversation, not a pitch. We'll help you understand where you stand and what your next move should look like.
A member of our team will follow up directly to schedule time.
A member of our team will follow up directly to schedule time.
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