Acquisition & Financing Readiness

Prepare before diligence begins

Acquisitions and financing processes move quickly once serious conversations start. We organize the financial foundation in advance so owners can answer questions confidently, reduce delays, and keep attention on the business.

• Historical financial clean-up and monthly close acceleration
• Quality-of-earnings preparation and supporting schedules
• Normalized EBITDA and owner-adjustment schedules
• Working-capital analysis and cash flow forecasts
• Debt schedules, covenant reporting, and lender-ready packages
• Secure diligence-room organization and request-list support

Acquisition support

For buyers, we help organize target-company financials, test assumptions, build combined forecasts, and establish the opening books and reporting structure after close.

Financing support

For borrowers and capital raises, we prepare consistent historical statements, projections, sources-and-uses schedules, and the financial answers banks and investors expect to see.

Built on reliable books

Transaction readiness is most effective when it starts before a term sheet or loan application. We pair this work with ongoing bookkeeping and advisory so the numbers remain current throughout the process.