You can reduce risk,

Buy for less cash,

And still get a great business.

Because we crunch numbers to protect you.

How we are different.

Because we buy businesses, we know you need a financial partner until close. We are that partner for you.

  • You get an expert from a Big 4 M&A experts firm who has done 100s of deals before.

  • Few accounting firms do M&A work regularly.

  • And those that do, usually stop at the Quality of Earnings report, but you need more than that to buy a business.

  • So we help with the full set of financial services to make the acquisition a win, including:

    1. LOI review

    2. Quality of earnings report

    3. Financing approval

    4. Post-close financial projections

SMB Deal Packages

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Silver Gold Platinum
Quality of Earnings Report with:
- 3 of financial data analysis - Qualitative your investors can review - Financial Findings critical to your deal - Quality of Earnings report   + QOE Table   + QOE Narrative: Summarizes the analysis   + EBITDA Bridge: Explains how the buyer EBITDA was calculated
+ Pro forma adjusted Income Statement + Reported Income Statement + Revenue by customer + Headcount analysis
+ Adjusted net working capital + Key financial ratio analysis, including: Calculate Cash Conversion Cycle, Days Inventory Outstanding, Days Sales Outstanding, and Days Payable Outstanding + Adjusted net working capital narrative + Debt and debt-like items + Account Recievable Aging Report + Inventory details + Accounts Payable Report + Equity roll
+ Proof of revenue (proof of cash) for the last 12 months
Bank Lending
2-Year financial forecast to present to the bank for funding approval Join you on 2 calls with the bank Show add-backs and EBITDA in a view that helps the banker and underwriter approve your loan
Comprehensive
Create 5-year Income Statement (P&Ls) showing the financial impact of planned operational changes (marketing, hiring, etc.)
Create a 13-week running cashflow statement to show how you'll make payroll, debt, and other key payments during the first 3 months - the hardest 3 months ost close
See what your return can be in 5 years
Price $21,000 $25,000 $30,000

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Searcher Add-Ons

  • Deals over $5M in valuation are $2,000 for each additional $5M

  • Unusually complex or inaccuracy in the seller's financials

  • Additional qualitative or quantitative analysis tailored for you

  • Proof of cash for longer than 12 months

Middle Market Deals

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QoE Comprehensive Custom
- Key terms to help you understand the analysis - 5 years of financial data analysis - Business Overview from QoE viewpoint - Financial Findings critical to your deal - Quality of Earnings report   + QOE Table   + QOE Narrative: Summarizes the analysis   + EBITDA Bridge: Explains how the buyer EBITDA was calculated
+ Pro forma adjusted Income Statement + Reported Income Statement + Revenue by customer
+ Adjusted net working capital with light narratives + Account Recievable Aging Report + Inventory details, if applicable + Accounts Payable Report + Equity roll
+ Proof of revenue (proof of cash) for longer than 12 months
Weekly QoE progress check in calls
Full investigative narrative analysis
- for ratios
- for financial tabless
Can include joining investor meetings
Can include further investment or operational financial planning
Can include working with your internal team
Additional help tailored for you and your business
Price $45,000 Based the Client's Request

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Add-Ons

  • Larger deal sizes, unusual complexity or inaccuracy in the seller's financials

  • Additional qualitative or financial analysis tailored for your needs

  • Proof of revenue (proof of cash) for longer than 12 months

Let us handle the numbers.