Sell-Side Preparation
Contact for Custom Quote | Typical Turnaround: 2–4 Weeks
When you’re preparing to sell, you only get one shot to make a first impression — and the numbers tell your story long before you walk into the room.
We help you get your financials deal-ready — clean, consistent, and defensible. Our sell-side preparation engagements mirror the rigor of private-equity-level due diligence, but from the seller’s perspective. The goal is simple: eliminate surprises, maximize valuation, and control the narrative before the buyer defines it for you.
What’s Included:
Quality of Earnings Preparation (QoE Pre-Read) – Adjust reported results to reflect sustainable, recurring profitability and pre-empt buyer adjustments.
Revenue and Margin Analysis – Highlight customer and product trends, seasonality, and concentrations that may influence valuation or deal structure.
Working Capital Readiness – Normalize historical trends to establish a defensible working capital target before negotiations begin.
Proof of Cash and Balance Sheet Reconciliation – Identify inconsistencies, reclassifications, or one-off transactions that could invite scrutiny.
Adjustment and Add-Back Support – Document owner-related, non-recurring, or discretionary expenses with clear, auditable backup.
Presentation and Narrative Support – Translate the financial story into a data-driven, credible format that builds buyer confidence and protects your value.
Deliverable:
A concise, investor-ready analysis including:
Normalized EBITDA and working capital summary
Supporting schedules and add-back documentation
Key metrics and valuation considerations
Actionable recommendations to strengthen your position before going to market
Delivered as an Excel workbook and a polished PDF report (typically 10–20 pages) ready to share with your broker, banker, or prospective buyer.
Ideal For:
Business owners, CFOs, and advisors preparing for a sale or recapitalization who want to enter diligence with confidence, avoid value erosion, and keep control of their narrative from day one.
