Before close
Review cash, working capital and finance-process gaps alongside your transaction advisers.
Financing supportACQUISITION FINANCE
A stronger finance function from day one.
Cash planning, lender reporting and operating support before and after close. Build the coverage you need while keeping finance and admin overhead in view.
Under LOI, closing soon or recently acquired. Still searching? Get the buyer checklist.
Support before and after the handover.
First 100 days
Establish cash visibility, reporting deadlines, process owners and a practical improvement plan.
Sample sequenceOngoing support
CFO leadership, accounting coordination and automation matched to the business.
CFO & finance supportOperating finance support complements your quality-of-earnings provider, lender and attorney. It does not replace a QoE, valuation or legal opinion.
Your first 100 days, with clear priorities.
An illustrative sequence, adapted to your data, access and agreed scope.
Days 1–30: establish
Confirm cash, debt obligations, reporting quality and seller-dependent processes. Assign owners.
Days 31–60: improve
Build the reporting cadence and pilot one finance or admin workflow under review.
Days 61–100: embed
Train the owner, document exceptions and measure the change before expanding.
Illustrative HVAC assessment
Connect operating improvements to financial value.
In a fictional HVAC business, assess missed calls, slow estimate follow-up and margins by service. Use validated demand, costs and capacity to prioritize an improvement, then measure revenue, contribution margin and cash.
Possible work includes lead routing, follow-up, service-page improvements and reviewed reporting. A Day-3 assessment is illustrative, not a delivery commitment or client result.
See the review cycleFOR BROKERS, LENDERS & ADVISERS
A finance partner for the buyer.
Refer a buyer who needs an operating cash plan, lender reporting or clear finance ownership after close.
We agree the operating scope with the buyer and coordinate with existing advisers. No referral fees paid or received.
Discuss a buyer’s situationTake better questions into diligence.
Check reporting quality, seller-dependent processes, data access and ownership of improvements.
Free. No email required.
Under LOI or recently closed?
Let’s define the finance work your first 100 days need.
Book a call Free 20-minute introduction. Scope and fees agreed before paid work.