Four-phase financial preparation process combining AI diagnostics and expert consulting — delivering investor-ready financial statements before your transaction begins.
Financial document collection, structural review, and systematic identification of issues that will emerge during buyer due diligence.
Add-back identification and documentation, owner compensation normalization, one-time expense removal, and validated EBITDA schedule.
AI-assisted misclassification remediation, IRS category alignment, dormant asset review, and P&L cross-validation.
3-year trended statements, normalized EBITDA schedule, balance sheet narrative, and a complete diligence-ready financial documentation package.
Tell us about your transaction and timeline. We'll outline the appropriate engagement.