For Founders Preparing for Sale
You're 18-24 months from a potential sale, but your financials tell a story of operational immaturity: disparate systems across acquisitions, manual board reporting taking 12+ days to close, and EBITDA bridges filled with one-time adjustments you can't defend.
When buyers start diligence, they'll find forecast variance exceeding 20%, inconsistent revenue recognition across entities, and a finance function that looks like a liability instead of an asset. This typically results in 10-20% valuation haircuts or deal termination. Every percentage point of valuation is worth millions.
This 90-day sprint transforms your finance function from a liability into a strategic asset that commands premium valuation. We integrate disparate systems, compress your monthly close by 40-60%, build defensible EBITDA bridges, and achieve 90%+ forecast accuracy—giving buyers confidence and eliminating valuation haircuts.
By the end, you'll have the financial infrastructure of a company worth buying: unified reporting across all entities, board-ready transparency delivered in 5-6 days, and a data room that positions you to negotiate from strength.
Clean, defensible financials that will withstand buy-side QofE scrutiny without valuation adjustments
Target: Zero critical findings, <5% adjustments
Driver-based forecasting model with defensible assumptions achieving 90%+ accuracy
Target: 90%+ accuracy, 18+ months visibility
Professional monthly reporting demonstrating operational maturity and financial control
Target: 5-6 day close, automated KPI dashboards
Organized, comprehensive data room with all documentation buyers will request
Target: 100% document completeness, instant response
Unified financial platform consolidating all acquisitions and legal entities
Past result: Integrated 18 entities into single platform
Clear documentation of all adjustments with supporting evidence buyers will accept
Target: 100% of adjustments defensible, documented
Comprehensive assessment of current state: system architecture, close process, reporting quality, forecast accuracy, and data room readiness. Identify critical gaps and valuation risks.
Integrate systems, compress close process, build automated reporting, and establish forecast models. Target: 50% close time reduction, 90%+ forecast accuracy.
Build comprehensive data room, document all EBITDA adjustments, create QofE-ready financials, and prepare management presentation materials.
Run mock QofE review, validate all deliverables, train your team on new processes, and ensure sustainability. You're ready to take to market.
Price varies based on company complexity, number of legal entities, and current system state. Every percentage point of valuation you protect is worth millions—this investment typically pays for itself 5-10x over.
Schedule a 30-minute diagnostic call to assess your current state and map out a 90-day plan.
Schedule Diagnostic Call