A live diligence with a thin bench
The partner is in the room. You need someone who can own a workstream and draft the section.
Who we help
Manager-level capacity sitting on your engagement
Accounting firms, boutique banks and independent advisors who need a manager who can work quality of earnings, valuation analysis or a deal model without becoming the face of the client.
Book a callSituations we step into
A valuation engagement that needs analysis support
Purchase price allocation, goodwill impairment or ASC 718 analysis behind your signing partner. We do not issue the conclusion.
A model the deal team cannot wait on
A three-statement or deal model that has to match the diligence findings.
How we help
Transaction Services
Transaction Diligence Support
Quality of earnings, working capital and forecast work for deal teams, delivered under your firm's name.
- Quality of earnings, including one-time items and earnings quality
- Add-back validation against source data
- Net working capital and debt-like items
- Margin analysis and forecast review
Valuation Services
Purchase Price Allocation Support
ASC 805 analysis of acquired intangible assets and the opening balance sheet, behind the valuation firm or finance team.
Valuation Services
Goodwill Impairment Testing Support
ASC 350 reporting unit analysis for annual and triggered impairment tests, behind the firm that owns the conclusion.
Valuation Services
ASC 718 Equity Compensation Analysis
Option pricing and share class analysis for equity awards, prepared for the firm that values or records them.
Strategic Advisory
Decision-Ready Financial Models
Operating, three-statement, deal, SaaS and DCF models for portfolio companies, boutique banks and boards that have a decision to make.
If this is your kind of engagement, book a call
A short intro. If it is not a fit, we say so.