M&A Advisory and Support

Examination of confidential information memorandums (CIMs), pitch decks, and related documents from the sell-side broker, along with direct communication to clarify questions and assess the viability of the acquisition.

Thorough review of financial statements, including normalizations and adjustments for one-time expenses and discretionary items. Construction of detailed financial models, including comparable company analysis (Comps), to support valuation.

Comprehensive report with recasted financials, multiples valuation methodologies, and multiples data (comps) to establish EV.

A cost-effective alternative to traditional, expensive quality of earnings reports—without sacrificing depth or rigor that acquirers seek.

In-depth market and sector research to inform your acquisition strategy.

Assistance in drafting and negotiating the terms of a non-binding LOI, coordinating with third-party advisors, and providing support throughout the due diligence process.

We focus primarily on buy-side support because we have a genuine passion for helping entrepreneurs succeed, whether they are pursuing Entrepreneurship Through Acquisition (ETA) or expanding established businesses. Our firsthand experience as entrepreneurs allows us to make the greatest impact by guiding buyers through acquisitions, building strong connections, and supporting the entrepreneurial community where we can add the most value.

For M&A support, we offer both hourly rate and retainer options. Projects like valuation reports and Quality of Earnings (QofE) 'lite' reports are typically fixed-fee.

As fractional CFOs and entrepreneurs who have personally been through the acquisition process, we bring a unique, entrepreneur-for-entrepreneur perspective to every transaction. Having also served on numerous sell-side engagements, we are able to provide specialized guidance and support tailored to navigating the small business landscape.