Sell-Side & Transaction Advisory
Selling your business is the largest financial event of your career, and most owners go into it without a CFO. We sit on your side of the table, preparing the numbers, running diligence and representing you with bankers, buyers and their advisors from first conversation through close.
Buyers arrive with a deal team. Owners usually arrive with a bookkeeper and an attorney. We close that gap: we prepare the financials the way a buyer will test them, anticipate the adjustments before they become price reductions, and handle the diligence process so you can keep running the company while it's underway.
How we support a sale
Pre-sale readiness
We clean up the books 12 to 24 months ahead of a process: proper accrual accounting, defensible cut-offs, personal expenses separated out — so diligence finds nothing surprising.
Quality of earnings support
We build the adjusted EBITDA schedule and the add-back support behind it, then defend each normalization to the buyer's QoE team with documentation rather than assertion.
Due diligence management
We run the data room, own the request list, and answer diligence questions directly, keeping momentum without pulling you out of the business.
Working capital peg & true-up
The net working capital target is where sale proceeds quietly disappear. We model the peg, negotiate the definition, and handle the post-close true-up calculation.
Banker, buyer & lender liaison
We act as your CFO in the room, on calls with investment bankers, buyers, acquisition lenders and their accountants, translating their questions and pressure-testing their assumptions.
Post-close transition
Purchase accounting, final closing statements, escrow and earn-out tracking, and support through any transition services period.