SERVICES
Clear numbers. Confident decisions.
Two focused practices for owners, operators, and investors, delivered with Big 4 rigor and the responsiveness of a dedicated advisor.
Accounting Advisory
Accurate books and timely reporting for owners who want a clear view of the business each month.
Month-end close and reconciliations: including intercompany and multi-entity
Accounting automation: routine work moved out of spreadsheets so the close runs faster
13-week cash flow forecasting: a rolling view of cash needs and timing
Budgeting: an annual budget tied to the monthly reporting
Monthly financial reporting: financial statements and KPIs in a consistent package
Ad hoc analysis: pricing, profitability and other one-off questions
Transaction Advisory
Independent diligence that shows buyers and sellers what a business really earns.
Quality of Earnings (QoE): adjusted EBITDA with each adjustment supported
Financial due diligence: buy-side and sell-side, including revenue, margin and customer analysis
Net working capital analysis: a normalized NWC target to set the peg
Net debt and debt-like items: what should come off the purchase price