M&A Due Diligence & Advisory
Elevating Your Business with M&A Advisory & Financial Due Diligence
Beyond monthly compliance. We build the financial architecture required to safely acquire new businesses and scale your empire.
When You Scale, Bookkeeping Isn't Enough.
When our clients are ready to scale by purchasing a competitor or expanding into a new franchise, traditional bookkeeping is no longer enough. You need forensic validation. If you buy a business based purely on a broker's marketing flyer, you risk inheriting hidden liabilities, phantom revenue, and massive deferred maintenance.
Our Fractional CFO and M&A Due Diligence division exists to tear apart a seller's data room so you never overpay for an acquisition.
Our Advisory Services
The M&A Search Retainer
For buyers actively hunting for the right acquisition target.
On-call deal advisory and rapid "sniff tests" of broker prospectuses. We compare high-level P&Ls, spot immediate red flags, and tell you if a business is worth a Letter of Intent (LOI) or if it's a trap.
💰 $1,000 upfront
✅ 100% fully credited toward your final Phase 1 Due Diligence Audit once an LOI is signed
Buy-Side Financial Due Diligence
For buyers under LOI who need forensic validation before closing.
A ruthless, deep-dive audit of the seller's data room. We verify revenue against bank deposits, recalculate true Seller's Discretionary Earnings (SDE), audit utility and maintenance logs, and deliver a Go/No-Go Executive Report. We give you the leverage to either close with confidence or force a massive price reduction.
💰 Starting at $2,500 per target entity
Sell-Side Exit Readiness
For owners preparing to list their business for maximum valuation.
Buyers and their brokers will ruthlessly audit your financials to drive down your asking price. We preemptively bulletproof your business. We reconstruct historical financials, correctly map complex fiscal year-ends, legitimize your add-backs, and produce clean, audit-ready data rooms. We ensure your books defend your valuation.
💰 Custom quoted based on historical data volume and reconstruction needs
Post-Acquisition Financial Architecture
For new owners who need to pour a concrete foundation on Day 1.
We completely rebuild the acquired company's Chart of Accounts, implement multi-state tax compliance hierarchies, and establish the automated workflows necessary for you to operate as an investor — not an operator.
💰 Custom quoted based on operational complexity
How It Works: The 3-Step Framework
The Sniff Test
We evaluate the broker packets to ensure the deal makes mathematical sense before you make an offer.
The Lock
You execute an LOI with a strict Due Diligence clause and exclusivity period.
The Deep Dive
We demand the raw source documents (tax returns, bank statements, operational logs) and forensically reconstruct the truth.
Ready to Know What You're Really Buying?
Book a confidential 30-minute deal review. No obligation. Just clarity.