You Built Something Valuable. The Exit Should Reflect That.
Every buyer looks at the same thing: clean financials, defensible EBITDA, clear growth story, and a management team that has its numbers dialed. The companies that present this well get better multiples, smoother processes, and fewer re-trades.
We help you build the financial infrastructure and narrative that makes a buyer see exactly what your company is worth - and pay for it. That means normalizing EBITDA, building the add-back schedule, cleaning up the reporting, preparing the data room, and creating investor-grade financial packages that stand up to diligence.
The best time to start this work is 12 to 18 months before you plan to go to market. The second best time is now.
Pattern We See
An energy services company was planning to go to market within 18 months. When we reviewed their financials, the reported EBITDA was $4.2M. After normalizing for one-time items, owner compensation adjustments, and a contract that had been booked incorrectly, defensible EBITDA was $5.8M. At a 6x multiple, that is $9.6M in additional enterprise value - from accounting work that took 3 weeks. The data room and management presentation we built on top of that gave the buyer confidence to close without a re-trade.
What This Looks Like
- Sell-side readiness assessment and roadmap
- EBITDA normalization and add-back preparation
- Valuation analysis and narrative development
- Financial data room preparation
- Working capital optimization
- Buyer-ready reporting and financial packages
- Management presentation financial support