Independent verification of normalized EBITDA, one-time adjustments, and revenue quality — the single diligence work item most likely to move final purchase price.
Full review of historical financials, accounting practices, and balance sheet quality, scoped to the size of the deal.
Assessment of operating processes, systems, and key-person risk that could affect performance in the first year post-close.
Market sizing, customer concentration analysis, and competitive positioning review for the target business.
Identification of tax exposure and structuring considerations ahead of close, coordinated with your legal counsel.
Working capital true-up support and integration advisory during the critical first 100 days after close.
Every engagement starts with a short intake call to understand deal size, timeline, and what matters most to your specific transaction. We then propose a fixed scope and fee before any work begins — no hourly surprises mid-engagement.