M&A Due Diligence CFO

For Owners Preparing to Sell, Merge, or Attract Investment

M&A Due Diligence CFO Package provides the highest level of financial leadership for owners preparing for acquisition, private equity investment, or multi-stage expansion. This service transforms your company into a “buyer-ready” organization by rebuilding your financials, strengthening internal controls, and creating the transparency buyers require before placing a valuation or issuing a term sheet. Plus, it includes due diligence support throughout the process of selling or merging your company.

This isn’t just exit prep—it’s full sell-side due diligence, financial optimization, and transaction readiness so you enter the market with confidence, clarity, and maximum leverage.

⭐ What Buyers Look For — And What This Package Delivers

Full Financial Systems Overhaul

A complete, buyer-facing cleanup and restructuring of your financials, including:

• Accrual-basis conversion (if needed)

• Corrected and validated income statements, balance sheets, and cash flow statements

• Revenue verification and contract audits

• Cost-of-goods-sold and margin accuracy

• Normalized EBITDA adjustments (add-backs, owner comps, one-time expenses)

• Multi-year recast financials presented exactly how buyers review them

This ensures nothing surprises the buyer’s CPA or bank—because everything is already aligned to their due-diligence standards.

⭐ Valuation Modeling & Price Strategy

You’ll receive:

• A defensible valuation range

• Multiple valuation scenarios (strategic buyer, financial buyer, PE roll-up, asset sale vs. stock sale)

• Cash vs earn-out modeling

• Sensitivity analysis on revenue, margins, and risk factors

Buyers want numbers that make sense. We give you valuation clarity before you ever enter negotiations.

⭐ Exit Preparation & Strategic Guidance

You’ll be guided through:

• Optimal timing for sale

• Business risk reduction

• Operational “red flags” buyers would penalize

• Leadership and org-chart standardization

• Process documentation

• EOS integration for leadership stability

• Debt management and working capital expectations

The goal: Present a business that is stable, transferable, low-risk, and scalable.

⭐ Due Diligence Support (Sell-Side)

This is where deals are won—or lost.

We help prepare:

• Virtual data room setup (VDR)

• Financial documentation, audits, and verification

• Bank-ready financial packages

• Buyer-requested worksheets, schedules, and reconciliations

• Compliance documentation

• Vendor and customer contract summaries

• HR, payroll, and benefits documentation

• Inventory verification and cycle-count structure

• Internal control narratives and walkthroughs

We eliminate the chaos, delays, and deal erosion that destroy valuations during due diligence.

⭐ Multi-Entity or Multi-State Financial Standardization

For companies with multiple locations, divisions, or entities, we align:

• Chart of accounts

• Intercompany transactions

• Transfer pricing

• Consolidated reporting

• Tax jurisdiction compliance

• Location-level profitability dashboards

Buyers demand clean, unified reporting—we deliver it.

⭐ Executive-Level Dashboards & KPIs

You’ll receive buyer-oriented dashboards that clearly tell your company’s story:

• Revenue trends

• Margin stability

• Customer concentration

• Inventory turns

• Labor efficiency

• Working capital

• Cash conversion cycle

• EBITDA trends & value drivers

These are the metrics buyers use to evaluate the health of your company.

⭐ Contract Negotiation Support

While you maintain final authority, we provide:

• Price justification data

• EBITDA normalization defense

• Risk mitigation strategies

• Negotiation preparation

• Talking points for deal terms

• Review of LOIs and buyer-side demands (strategic guidance, not legal advice)

We make sure you enter every negotiation with leverage and clarity.

⭐ Strategic Leadership Coaching

To ensure the company appears stable and future-ready, we help:

• Prepare your leadership team for buyer interviews

• Implement EOS-based accountability systems

• Establish meeting rhythms and reporting cadence

• Strengthen management depth

• Reduce dependency on the owner

Buyers pay more for companies that run without the founder.

⭐ Fraud-Prevention & Internal Control Strengthening

So buyers feel confident in the integrity of your numbers:

• Cash handling controls

• Segregation of duties

• Anti-fraud workflows

• Expense and purchasing controls

• Inventory safeguards

• Audit trails and policy implementation

A buyer’s biggest fear is hidden risk—this package eliminates that concern.

⭐ Priority Access & Executive-Level Representation

This includes:

• Attendance at all buyer-facing financial meetings

• Direct coordination with attorneys, CPAs, brokers, and bankers

• Real-time support throughout diligence

• Weekly executive financial reviews

• Priority scheduling

You don't go into the sale alone—you go in with a CFO who has already prepared companies for successful exits.