Financial Advisory & Strategic Planning

Major Decisions Deserve
Expert Analysis

Whether you are buying a business, preparing for investment, planning an exit, or evaluating a significant strategic move — we provide the financial modeling, analysis, and advisory support to make informed decisions with confidence.

M&A Due Diligence
TechVentures Inc. — Acquisition
In Review
Enterprise Value
$4.2M
DCF + Comps
EBITDA Multiple
6.1×
Normalized
Deal Type
Asset Sale
Tax-preferred structure
After-Tax Proceeds
~$3.6M
Seller, net of tax
Quality of Earnings Review
Complete
Three-Statement Financial Model
Complete
Deal Structure Analysis
In Progress

Financial advisory services we provide

Business Valuation M&A Due Diligence Financial Modeling Investor Readiness Deal Structuring Exit Planning Growth Strategy Scenario Analysis EBITDA Normalization Sensitivity Analysis Business Valuation M&A Due Diligence Financial Modeling Investor Readiness Deal Structuring Exit Planning Growth Strategy Scenario Analysis EBITDA Normalization Sensitivity Analysis
When You Need This

When Does a Business Need
Financial Advisory?

Some financial decisions are too important — and too complex — to make without dedicated analysis. If any of the following apply, financial advisory support can make the difference between a good outcome and a costly mistake.

Acquiring Another Business
You need independent financial due diligence and valuation before committing to a purchase price or deal structure.
Preparing to Sell Your Business
You need a realistic valuation and clean financial presentation to support your asking price and attract serious buyers.
Seeking Investment or a Bank Loan
Investors and lenders require investor-ready financial models and projections — built to professional standards, not cobbled together in a spreadsheet.
Evaluating a Major Strategic Move
A new market, product launch, pricing change, or significant hire needs financial modeling to understand the real impact before you commit.
Growing Faster Than Your Infrastructure
You need a restructuring plan to scale financial operations, reporting, and controls without losing visibility into the business.
Facing a Significant Tax Event
Asset sales, business restructurings, and inheritances carry major tax implications that require financial planning before the transaction closes.
What We Do

Our Financial
Advisory Services

Business Valuations

We prepare business valuations using recognized methodologies — discounted cash flow analysis, market comparables, and asset-based approaches. Valuations are prepared for sale transactions, partner buy-outs, gift and estate tax planning, ESOP transactions, and business planning purposes. We provide a clear, defensible valuation report that explains the methodology and assumptions used.

M&A Financial Support

For businesses acquiring or being acquired, we provide financial due diligence — reviewing historical financials, identifying quality of earnings issues, normalizing EBITDA, modeling working capital requirements, and flagging tax exposures. For sellers, we prepare CIM financial sections, management presentation support, and deal structuring advice from a tax perspective.

Financial Modeling & Projections

We build three-statement financial models (income statement, balance sheet, and cash flow statement) that project your business performance under multiple scenarios. Models are built for fundraising presentations, bank loan packages, internal strategic planning, and board reporting — plus operational models for specific decisions like new product ROI or hire-vs-outsource comparisons.

Investor-Readiness Preparation

For businesses preparing to raise capital, we review and reformat your historical financials for investor presentation, build the financial model and projections that support your raise, stress-test your assumptions, and prepare the financial narrative that supports your investor pitch. We have helped businesses prepare for seed, Series A, and growth equity raises.

Growth Strategy Financial Analysis

When you are evaluating a strategic decision — entering a new market, launching a new product line, restructuring pricing, or making a significant hire — we build the financial model that quantifies it. Scenario analysis, break-even analysis, contribution margin modeling, and payback period calculations give you a clear financial picture before you commit.

Related Services

Services That Work
Alongside Financial Advisory

Fractional CFO Services

Ongoing financial leadership to implement the strategies developed in advisory engagements — from cash flow management to board-ready reporting, month after month.

Learn more

Tax Preparation & Planning

Major financial events — sales, acquisitions, restructurings — all carry significant tax implications. We align advisory and tax strategy so the two work together from the start.

Learn more
FAQ

Frequently Asked
Questions

Financial advisory questions answered plainly — no jargon, no sales pitch.

A business valuation quantifies the fair market value of a business using accepted financial methodologies. Valuations are used in sale and acquisition transactions, partner buy-out agreements, gift and estate tax planning (to establish the value of gifted business interests), ESOP (employee ownership) transactions, and litigation support. The methodology used depends on the purpose and the business type — we select and apply the most appropriate approach for your situation.
Financial due diligence involves an independent review of the target business's historical financial statements to verify accuracy, identify quality of earnings issues (non-recurring income or expense items), normalize EBITDA for deal analysis, review working capital trends, and flag any tax, legal, or financial exposures. The goal is to validate that the business performs the way the seller's representations suggest — and to surface any issues that should affect price or deal structure.
A standard three-statement financial model with base, upside, and downside scenarios typically takes one to three weeks depending on complexity and the availability of historical data. More complex models — for businesses with multiple revenue streams, operational dependencies, or detailed unit economics requirements — may take longer. We always start with a scope discussion so you have a clear timeline before we begin.
Investor-ready financials are accurate, clearly formatted, consistently prepared, and supported by clearly articulated assumptions. Investors and their advisors review hundreds of financial packages and immediately flag issues like inconsistent accounting periods, unexplained fluctuations, missing EBITDA reconciliations, or projections without documented assumptions. We review and reformat your financials to meet the standards investors expect, and build the projection model that supports your fundraising narrative.
Yes. For business owners preparing for a sale, we help with: preparing normalized financial statements that present the business in the most accurate and favorable light, building a financial model that supports your asking price, calculating the after-tax proceeds from various deal structures (asset sale vs. stock sale, installment sale treatment, etc.), and advising on deal structure from a tax optimization perspective. We can also support due diligence requests from buyers.

Facing a Major
Financial Decision?

Schedule a free consultation and let us help you build the financial analysis you need to move forward with confidence.