Transaction Advisory Business Transformation Management & Accounting
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Multifaceted value add
Empowering the entrepreneur
For ove20 years, we've been dedicated to serving the tech sector and startups. Our seasoned CPAs provide the support owners need, offering on-demand experts for acquisitions, the sale of your business, complex issues, and enhancing internal management reporting capabilities.
We free you up to focus on the business!
Service offerings
Transaction Advisory Services
Achieving success from the start is crucial! You only get one chance at a first impression, don’t leave money on the table! Boasting a track record of 55 successful acquisitions and the sale of over 10 companies, our experts possess a deep understanding of both buy & sell side dynamics.
- Sale / Exit preparation: Maximize transaction value by preparing your life's work, your business, for a sale before taking it to market. Achieving success from the start is crucial! With a track record of 55 successful acquisitions and the sale of over 10 companies, our experts possess a deep understanding of both buy and sell side dynamics.
- Quality of Earnings audit support – help take the guesswork out of valuation by proving the quality of your earnings, EBITDA or adjusted EBITDA to prospective buyers
- Acquisition Due Diligence: services designed to ensure you receive the value you are hoping acquire.
- Capital Fundraising: Advice on seeking equity to help grow your business, assistance with lender introductions / negotiations.
BUSINESS TRANSFORMATION
- Board Decks
- Investor presentations
- Annual Operating Budgets
- Strategic Planning
- Business Model development
Management & Accounting Services
We are passionate and take a team approach to meet your needs!
- Interim CFO or Controller Services
- Reporting: Uncover insights with analytics that empower owners and directors to make informed decisions while tracking profitability.
- Crisis Management: Our team features seasoned professional's adept at crisis management, providing assessments and turnaround timelines.
- Compilations / Bookkeeping: Efficiently handle daily transactions.