Due diligence to verify current financial claims of the business
In depth assessment of value proposition and business strategy.
We make use of multiple suitable valuation methodologies to generate valuation range, highlight firm’s key drivers and growth estimates.
Our effective business plan serves as an operating manual for new and existing businesses. Suitable for SBA loan applications.
Tailored strategies for growth and operational excellence.
Our custom built proforma models are made to provide insight on any of the following focus areas – operating financial projections, cashflow forecast, waterfall, debt service coverage and other metrics.
Evaluating operational, financial, and strategic factors to ensure your business is prepared for a successful sale.
We create a CIM to effectively position your business for potential buyers. Our process involves gathering key financial, operational, and strategic details to craft a compelling, investor-ready document. The CIM highlights your company’s strengths, growth potential, and key value drivers while maintaining confidentiality. This ensures buyers receive a clear, professional presentation of your business, increasing the likelihood of a smooth and competitive sale process.
Our QoE report provides an in-depth analysis of your company’s financial performance to give buyers a clear, accurate picture of profitability and cash flow. We assess revenue quality, expense trends, working capital, and any potential financial risks, ensuring transparency and credibility in the sale process. A strong QoE report can enhance buyer confidence and support better deal terms.
We deliver a comprehensive valuation report to determine the fair market value of your business. Using industry-standard methodologies such as discounted cash flow (DCF), comparable company analysis, and precedent transactions, we provide an objective valuation that helps you set realistic price expectations and negotiate effectively.
