You can reduce risk,

Buy for less cash,

And still get a great business.

Because we crunch numbers to protect you.

We buy companies too and know the process.

Let us help you:

  • Reduce stress

  • Increase investor confidence

  • Help you sleep better at night

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

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
2-Year financial forecast to present to the bank for funding approval
Join you on 2 calls with the bank
The forecast is monthly
Includes the add-backs in a structure the banker and underwriter can see clearly
Psychological Support & Counseling Referrals
Includes the analysis that was completed for the EBITDA Bridge
Includes a 5-year financial plan
Show impact of planned operational changes
Show the planned free cash flow after debt payments and capital investments
Show your return on investment
Price $21000 $25000 Based the Client's Request

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

QoE Basic QoE Comprehensive Custom
- 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
Cash reconciliations
+ Proof of revenue (proof of cash) for longer than 12 months
Key terms to help you understand the analysis
QoE Report Reach through call to help you understand the business
Full investigative narrative analysis
- for ratios
- for financial tabless
Additional help tailored for you and your business
Can include joining investor meetings
Can include further investment or operational financial planning
Can include working with your internal team
Price $37000 $45000 Based the Client's Request

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