Our services

Financial Diligence Services Built for Small Businesses

Business Valuation

Accurately determining your business’s value is essential for successful transactions. Our Business Valuation Advisory service provides objective, data-driven valuations that reflect your company’s true worth based on financial performance, market conditions, and industry benchmarks. Whether you’re selling your business or considering an acquisition, we deliver a clear and defensible valuation to support confident negotiations and informed decision-making.

Quality of Earnings (Lite)

Our Quality of Earnings service offers a focused analysis that helps buyers understand the true profitability of a business. We identify one-time items, owner-related adjustments, and recurring revenue trends to highlight sustainable earnings and potential risks. This streamlined approach delivers key insights without the complexity or cost of a full institutional QoE report, making it ideal for small business acquisitions.

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Financial Due Diligence

Financial Due Diligence is a comprehensive review aimed at validating the accuracy and reliability of a company’s financial statements. We analyze revenue recognition, expenses, margins, and cash flows to uncover risks and confirm that the financials fairly represent the business’s condition. This service is crucial for both buyers and sellers to ensure transparency and reduce surprises during the deal process.

Working Capital Analysis

Understanding working capital requirements is vital to assessing a company’s operational liquidity and cash flow needs. Our Working Capital Analysis evaluates historical trends and industry norms to determine appropriate working capital targets. This helps buyers negotiate better terms and prepare for post-acquisition cash flow needs, while sellers can present clearer financial expectations to buyers.

Historical Financial Analysis

Clean, normalized financial statements build buyer trust and facilitate smoother sales processes. We review and adjust historical financials to remove anomalies such as owner compensation above market rates, one-time expenses, and non-recurring income. This service helps sellers present a transparent and accurate picture of ongoing business performance, improving valuation credibility and buyer confidence.

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Buyer Diligence Support Package

Selling a business involves navigating complex buyer requests and extensive financial scrutiny. Our Buyer Diligence Support Package assists sellers by preparing detailed financial schedules, organizing documentation, and addressing common buyer questions early in the process. This proactive approach minimizes delays and friction, helping sellers maintain momentum and close deals faster.