Services
From a quick read on red flags to a full Quality of Earnings, each engagement is scoped to the transaction and the questions you need answered. Fees are quoted per engagement.
Tests whether reported EBITDA holds up, and what a buyer is really paying for.
A full analysis of reported earnings and adjusted EBITDA. Normalization of owner-related, one-time, and non-recurring items, revenue and margin trends, proof of cash, and a clear bridge from reported to adjusted results.
The broader financial picture that should shape price, structure, and terms.
Diligence beyond EBITDA: net working capital and the peg, debt and debt-like items, customer and vendor concentration, and the risks that matter for the purchase agreement.
A focused early look before you commit to full diligence.
Identifies the issues most likely to affect value or derail the deal, so you can decide whether, and how, to proceed before spending on a full engagement.
An independent read on existing work or a specific area of concern.
A targeted review of a seller-provided QofE, specific adjustments, or a defined area of the financials, when you need a second opinion without a full engagement.
Senior-level support on specific questions, billed hourly.
Ad hoc help with CIMs and financial models, LOI and purchase agreement financial terms, working capital mechanics, and post-close questions.
Tell me about the deal and I’ll recommend a scope that makes sense.