SERVICES
We bring real buy-side experience to every engagement, whether you're selling, buying, or raising capital.
The time to prepare for a sale is long before you list. We help you build the financial story that maximizes your valuation.
We've seen it happen. Messy books kill deals. We fix the accounting, rebuild the reporting, and get you back to the table stronger.
Not a guess. A real analysis based on how buyers in your industry actually value companies like yours.
We assess your financials through a buyer's lens: what looks good, what raises questions, and what needs to change.
We restructure your financials, build the reporting package, and create the narrative that drives valuation.
We get you deal-ready: data rooms, due diligence materials, and financial models that hold up under scrutiny.
When you're at the table, we're behind you with the numbers, the strategy, and the experience to close on your terms.
This is for owners who are thinking about what's next. Whether you're preparing for an exit in two years, evaluating an acquisition, or trying to figure out what your business is actually worth, we bring the perspective of people who've been on the buy side of these deals. We don't just clean up the books for a sale. We help you build a business that commands a premium.
Clients who use Transaction & Strategic Advisory typically also work with us on:
Let's talk about what transaction & strategic advisory looks like for your business.