M&A & Exit Planning
Whether you're planning your exit, preparing to sell, or acquiring a business — we provide the financial expertise to navigate transactions with confidence.
Ready to Sell, But Not Sure Where to Start?
You've spent years — maybe decades — building your business. Now you're thinking about what's next. These concerns sound familiar to most owners we work with.
Years of 'Good Enough' Books
Your accounting was fine for running the business, but buyers will dig deeper. Inconsistencies and informal practices become deal killers.
No Idea What It's Actually Worth
You've heard numbers thrown around, but without proper analysis, you're negotiating blind — and likely leaving money on the table.
Overwhelmed by the Process
NDAs, data rooms, due diligence requests — the transaction process is a full-time job on top of running your business.
Worried About Getting Taken Advantage Of
You've built this business over decades. The last thing you want is a sophisticated buyer exploiting gaps in your preparation.
The good news? Most of these issues are fixable with the right preparation and time. That's exactly what we help you do.
Your Path to a Successful Exit
The best exits are planned 1-3 years in advance. We help you get your financial house in order, understand your true value, and position your business to attract the right buyers at the right price.
Exit Readiness Assessment
2-3 weeksWe evaluate your books, identify gaps, and provide an honest picture of where you stand — plus an estimated value range.
Financial Clean-Up
1-3 monthsWe normalize your financials, document owner add-backs, and create transaction-ready financial statements.
Value Optimization
3-12 monthsBefore going to market, we identify opportunities to improve margins, reduce risk, and maximize your eventual sale price.
Transaction Support
3-6 monthsWhen you're ready to sell, we manage the data room, field buyer questions, and support you through due diligence to close.
Exit Planning Engagements
Start with an assessment, or engage us for the full journey. Every successful exit begins with understanding where you stand.
Exit Readiness Assessment
Understand where you stand and what it will take to be transaction-ready.
- Financial statement review
- Gap analysis & risk identification
- Preliminary value range estimate
- Roadmap to exit readiness
- Findings presentation
Sale Preparation Package
Comprehensive preparation to maximize your sale price and minimize deal risk.
- Complete financial clean-up
- Quality of earnings preparation
- Data room setup & organization
- Owner add-back documentation
- Buyer-ready financial model
- Ongoing support (6-12 months)
Buy-Side Due Diligence & Optimization
Acquiring a business is a major investment. We help you understand exactly what you're buying — and identify opportunities to create value post-close.
Due Diligence
Financial Due Diligence
We dig into the target's financials to verify what you're actually buying — revenue quality, expense normalization, and hidden liabilities.
Quality of Earnings
Understand the sustainability of earnings by identifying one-time items, owner adjustments, and accounting irregularities.
Working Capital Analysis
Determine appropriate working capital targets and peg to avoid post-close disputes over cash left in the business.
Risk Identification
Surface financial, operational, and customer concentration risks before you're committed to the deal.
Value Creation & Optimization
Synergy Identification
We analyze where you can combine operations, reduce overhead, and create value by bringing two businesses together.
Margin Improvement Opportunities
Identify pricing power, cost reduction levers, and operational improvements the seller may have missed.
Integration Planning
Develop a financial integration roadmap — systems consolidation, chart of accounts alignment, and reporting structure.
Post-Close Support
We stay engaged after close to help you realize the value you identified during diligence.
How We Support Both Sides
Whether you're buying or selling, we bring the same rigor and attention to protecting your interests.
For Buyers
Make informed acquisition decisions with thorough financial analysis, risk identification, and value creation planning.
- Financial due diligence
- Quality of earnings analysis
- Working capital assessment
- Risk identification
- Integration planning
- Post-close support
For Sellers
Maximize your exit with proper preparation, realistic pricing, and expert transaction support.
- Exit readiness assessment
- Financial statement clean-up
- Data room organization
- Valuation support & pricing guidance
- Due diligence response management
- Transaction close support
Thinking About Your Exit?
Whether you're 3 years out or 3 months out, the sooner you start preparing, the better your outcome will be. Let's talk about where you are and where you want to go.
Get Started with M&A & Exit Planning
Tell us about your needs and we'll schedule a complimentary consultation.