Transaction Advisory
Know what you walk away with.
Buying or selling a business. We show an owner what they actually walk away with, get the records ready for a buyer, and pressure test an acquisition before it becomes a problem. You can hire us for the deal alone. Keep your CPA and your bookkeeper; we work alongside them.
Showing for
Sell-side
What your structure costs you is settled early.
The structure conversation belongs well before a letter of intent. Once terms are on paper, the room to change them shrinks. So we start with the question every owner actually has.
After everything, what do I keep?
Normalized EBITDA and add-backs
EBITDA is profit before interest, taxes, and the write-down of equipment and other assets. Normalizing it means we separate what the business earns from what the owner runs through it, so the earnings a buyer sees are the earnings that are real.
A value estimate
Built on an earnings multiple, with the assumptions written down so you can see what moves the number and argue with it.
Asset versus stock structure
What each structure does to your net proceeds, side by side. This is often the largest number in the deal that nobody explained in advance.
Gain, basis, and net after-tax proceeds
Your basis (roughly what you put into the business, for tax purposes), the gain, and an estimate of what lands in your account after taxes and fees. The number you actually plan your next chapter around.
Diligence readiness
Cleanup of the records a buyer will ask for, before they ask. Fewer surprises in diligence means fewer reasons to renegotiate.
What this is, and what it is not
A planning tool, not an appraisal.
Our deal analysis is a discussion tool for planning. It is not a formal appraisal, a fairness opinion, or tax advice. When you need one of those, we will tell you, and we will work with the appraiser, attorney, or tax advisor who provides it.
Buy-side
Evaluate the acquisition before it becomes a problem.
We look at the earnings you are being shown, what is carrying the business and what is carrying the seller, and how the purchase gets structured and paid for. Then we plan the first ninety days after close, where much of the value is won or lost.
- Quality of earnings review: are the profits you are shown real and repeatable
- Diligence support
- Purchase price allocation: how the price is split across what you are buying, which drives your taxes later
- Financing structure
- Integration planning for the first ninety days after close
Not sure the books are ready?
Know what a buyer will find before they find it.
If you are heading toward a transaction and are not sure your records will hold up, a Financial Operations Assessment is a sensible first step.
Tell us about the deal in front of you.
Early is better. We will tell you what we would want to look at first.
Get Started