Transactions and Ownership Changes

Transactions require more than a negotiated price. They require a clear understanding of value, financial quality, and how the business will perform under a new ownership or
capital structure.

I offer two levels of support depending on where you are in the process.

Financial Screening (Pre-LOI)

An initial assessment to validate financials, identify risks, and evaluate deal readiness.

Includes:
• reconciliation of financials to tax returns
• earnings normalization and quality review
• balance sheet and working capital checks
• identification of red flags and deal risks

This is typically used early to determine whether a transaction should move forward.

Valuation and Transaction Support

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A full, standards-compliant valuation with forward-looking financial analysis to support pricing, financing, and closing.

Includes:
• financial projections and cash flow analysis
• lender-ready business plan
• application of valuation methodologies
• conclusion of value with supporting documentation
• support through diligence and lender discussions
This is used when the transaction is moving forward and requires a defensible financial framework.