Services

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.

Examination of Confidential

Information Memorandums (CIMs), pitch decks, and other documents from the 
sell-side broker

Assessment of target company financials, 
including income statements, balance sheets, and cash flow statements.

Direct communication with the 
sell-side broker to clarify questions and evaluate the overall viability of the 
acquisition.

Identification and adjustment of one-time or nonrecurring expenses to determine normalized EBITDA

Construction of detailed financial models, 
including comparable company analysis (Comps), to support valuation.

Presentation of key transaction data and analysis in a clear, concise format for client decision-making.

Assistance in drafting and negotiating the 
terms of a non-binding Letter of Intent (LOI).

Coordination with third-party advisors and support throughout the due diligence process

We offer fractional CFO services, providing financial strategy, planning, and analysis to help businesses manage their financial health effectively.Why

A fractional CFO provides expert financial guidance without the expense of a full-time hire, optimizing your financial strategy and operations.

We are located at 933 Louise Ave, #550, Mecklenburg County, NC, United States, serving businesses in the surrounding areas.