Maximize Your Business Value & Sell with Confidence.

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Selling or raising capital for your business can be both exhilarating and overwhelming. Complex financial statements, due diligence, buyer Q&A—there’s a lot on your plate. Our M&A Readiness service ensures you’re fully prepared to impress potential buyers or investors. We help clean up your numbers, refine your story, and reduce the friction that often stalls deals. 

Let us handle the behind‑the‑scenes logistics while you keep your eyes on growing the business.

Financial Clean‑Up & Adjusted EBITDA Calculation

• Identify add‑backs (one‑time or non‑recurring expenses) to present the true earning power of your business.
• Ensure your Profit & Loss statements, balance sheets, and cash‑flow statements are clean, consistent, and easy for buyers to understand.

Virtual Deal Room Setup 

• Create a secure, organized online repository for all your critical documents (financial, legal, operational).
• Provide buyers or investors controlled access, ensuring a streamlined due diligence process and preserving confidentiality.

Quality of Earnings (QoE) Review

• Conduct a mini Quality of Earnings assessment to identify and mitigate any red flags before buyer scrutiny. 
• Clarify the financial story: revenue recognition, customer concentration, expense categorization, and more.

Document Preparation & Organization 

• Gather and categorize essential files—NDAs, supplier agreements, customer contracts, HR documents.
• Draft or refine the Confidential Information Memorandum (CIM) or executive summary that highlights your growth story and future potential.

Mock Buyer Q&A 

• Practice fielding the toughest questions from potential buyers. 
• Prepare data‑driven answers and insights that demonstrate your business’s strengths, growth opportunities, and resilience.

 A business that’s “deal‑ready” often commands a higher valuation and experiences fewer negotiation hurdles. By proactively addressing financial gaps, compliance risks, or operational inefficiencies, you position your company as a low‑risk, high‑potential opportunity for investors or strategic acquirers. 

The M&A process can stretch out for months—sometimes longer. Having all your documentation, due diligence materials, and financial models ready on day one sets you apart from competitors who aren’t as prepared. Plus, you spend less time scrambling, and more time focusing on a smooth, successful transaction. 

Initial Diagnostic (Week 1–2)

• Review current financials, identify key gaps.
• Outline your target exit timeline and deal objectives.
   

Financial Clean‑Up (Week 3–6)

• Reconcile accounts, finalize adjusted EBITDA, correct any booking inconsistencies.
• Begin organizing data for the virtual deal room.
   

Deal Room Population (Week 7)

• Upload legal, operational, and financial files to a secure platform. 
• Implement user permissions for controlled access.
   

Mock Q&A & Final Prep (Week 8)

• Conduct scenario run‑throughs of potential buyer questions.
• Fine‑tune your narrative, highlighting growth levers and strategic assets.

Timeline may vary based on deal size, complexity, and readiness.