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M&A advisory for small business buyers & sellers

Quality of earnings, due diligence, and valuation support from a team that has advised 20+ transactions across buy and sell sides, from private sales to private equity.

Discuss your situation

Planning an exit or retirement?

Most owners leave money on the table because their numbers are not buyer-ready. We fix that before you go to market.

  • Valuation readiness: what buyers will pay for, and what drags price down
  • Quality of earnings reports that stand up to buyer diligence
  • EBITDA adjustments, documented and defensible
  • Due-diligence preparation and data-room organization
  • Transition risk planning so the business holds value after you

Acquiring a business?

Small acquisitions fail on surprises. We find them before you wire money.

  • Target screening and deal-structure thinking
  • Independent quality of earnings and financial due diligence
  • Verification of EBITDA adjustments: are they reasonable?
  • Uncovering hidden risks in working capital, debt, and contracts
  • Post-close integration and performance tracking

How a typical engagement runs

Confidential review

A private conversation about your goals and timeline, plus a first look at the financials. Everything stays between us.

Diligence & analysis

Quality of earnings, adjustment verification, and risk identification, documented in a report you can share with your attorney or lender.

Deal support

We stay at the table through negotiation and close, translating financial findings into deal terms that protect you.

M&A questions

  • Ideally two to three years before you want to exit. Clean, documented earnings history is the single biggest driver of valuation, and it cannot be manufactured in the last quarter.

  • An independent analysis of how much of your reported profit is real, recurring, and transferable to a new owner. Buyers and their lenders expect one on any serious transaction; sellers who commission their own negotiate from strength.

  • Yes. We slot into your existing deal team and handle the financial analysis, so your attorney can focus on legal terms and your broker on the market.

  • Completely. We discuss potential sales and acquisitions under strict confidentiality, and we will sign an NDA before you share anything sensitive.

Thinking about a transaction?

Talk it through confidentially with people who have been on both sides of the table 20+ times.

Request a confidential consultation