Ensuring your business and finance function are properly established and positioned for an acquisition happens well before you go to market. We help create a strong foundation ahead of time to ensure a smooth and successful transaction process when the time is right. Key services include:

• Bookkeeping Cleanup: Diving deep into past quarters and years of transaction history to clean up the books to ensure a strong foundation as you consider going to market.

• Financial Statement Cleanup: Reviewing and refining your financial statements to ensure accuracy and compliance.

• Financial Systems Review: Assessing and improving financial systems and processes to meet buyer expectations.

• Cash Flow and Working Capital Optimization: Ensuring optimal cash flow management and efficient working capital.

• Due Diligence Preparation: Organizing and preparing financial documentation for potential buyer review.

• Valuation Support: Providing financial insights to support an accurate and favorable business valuation, including quality of earnings analysis.

• Risk Identification: Identifying financial risks and addressing potential concerns before the transaction.

• Tax Planning and Compliance: Reviewing tax strategies and ensuring compliance to avoid potential transaction risks.

• Post-Transaction Planning: Advising on financial and operational changes to ease the transition post-acquisition.

Our transaction readiness service ensures your financial operations are prepared for the acquisition process, increasing the likelihood of a smooth transaction and maximizing business value.