Buy-Side Due Diligence
We provide comprehensive financial analysis and SBA package preparation for high-stakes acquisitions. Our team ensures a rigorous evaluation of the target business's financial health and operational viability.
- Financial Statement Analysis
- Quality of Earnings (QofE)
- Customer and Vendor Concentration Analysis
- KPI Development (LTV, Tenure, Churn)
- Working Capital Assessment
- SBA Lender Package Preparation
- Red Flag Identification
Revenue Normalization
We identify and remove one-time, non-recurring, or non-representative revenue items to provide a clear view of sustainable business performance.
Quality of Earnings
A rigorous financial reconstruction process designed to uncover the true health of a business's revenue and profitability.
EBITDA Reconstruction
We rebuild Adjusted EBITDA by identifying and adjusting for owner perks, non-recurring expenses, and other non-cash items to reflect true operational cash flow.
Working Capital Analysis
We conduct a comprehensive analysis of cash flow, receivables, and inventory to ensure the business can operate without significant liquidity strain.
Sell Side Diligence
We provide comprehensive support for business owners preparing for acquisition. Our team guides you through financial cleanup, add-back documentation, and valuation modeling to ensure your business is presented at its highest valuation potential.
Monthly Reporting
Comprehensive financial summaries and KPI tracking to provide clear visibility into your business performance and cash flow.
Strategic Financial Leadership
Empower your business with professional-grade financial oversight. We provide the strategic planning and operational reporting necessary to ensure long-term growth and capital preservation.
Strategic Planning
Developing detailed budgets and forecasts that align with your long-term growth objectives and market expansion goals.
System Optimization
Implementation and cleanup of accounting systems to ensure accurate data integrity and streamlined financial reporting.
Lender Relations
Expert management of lender relationships to secure capital and ensure compliance with SBA and private loan requirements.