Business Advisory
Your numbers, mapped to a decade-long plan.
From the first capital raise to the eventual exit, we sit at the strategy table and translate finance into decisions you can actually make on Monday.
Advisory engagements we lead
M&A Buy-Side Diligence
Quality of earnings, working capital, tax exposure, and integration readiness for strategic and PE-style buyers.
Sell-Side Preparation
Sell-side QofE, normalization adjustments, data room, NWC peg, and SPA review with your attorney.
Cap-Table & Equity Modeling
Waterfalls, ESOP design, secondary planning, and dilution scenarios that survive board scrutiny.
Succession & Exit Planning
Owner-led transitions, ESOPs, family transfer, and management buyouts with the tax architecture baked in.
Profitability Improvement
Margin diagnostics, pricing strategy, customer profitability, and zero-based budgeting.
Risk & Internal Controls
SOX-lite frameworks, segregation of duties, and audit-readiness for VC- and PE-backed companies.
Stop overpaying. Start strategizing.