Transaction Readiness & Integration

Preparing a company for buyer scrutiny, assessing a target before you commit, and making the deal work after closing.

When to Call Us

Situations We Help With

You are considering a sale in the next one to three years and want to see the business the way a buyer will.
Investors or lenders are about to run due diligence, and you would rather find the issues before they do.
Part of the business is being carved out and needs its own numbers, processes and team.
You are acquiring a company and want an operator's view of what you are actually buying.
A deal has closed, and integration is slipping.

Scope

What We Do

Before a sale or investment

Readiness Review

How the business looks through a buyer's eyes: earnings drivers, one-off items, working capital and the gaps in the data.

Financial Housekeeping

Clean historicals, normalized results and reconciliations that hold up in the buyer's quality of earnings review.

Business Plan & Management Presentation

A plan built bottom-up, with assumptions management can defend under questioning.

Data Room Preparation

Structured, complete and indexed before advisors or counterparties are given access.

Before an acquisition

Target Assessment

An operational and financial review focused on what drives value and what could break after closing.

Carve-Out Support

A standalone P&L and cost base, transitional service arrangements and day-one readiness.

After closing

Integration & First 100 Days

The integration plan, synergy tracking and the reporting the new owner needs from day one.

Integration Recovery

When an integration has stalled: a clear view of what is off track and a reset plan with owners.

We are not a broker. We do not market companies, introduce buyers or investors, negotiate on anyone's behalf or take fees that depend on a deal closing. We work alongside the transaction advisors, legal counsel and auditors you appoint.

Outcome

What You Have at the End

A readiness report with prioritized fixes and a timeline.
Normalized financials with a clear bridge to the reported numbers.
A business plan and financial model management can defend.
A data room index and document checklist.
An integration plan and a 100-day tracker.

Format

How Engagements Run

Readiness review: 3-6 weeksAn honest view of how a buyer will see the company.
Preparation: Typically 3-9 monthsIdeally well before any process is launched.
Integration: 3-12 monthsFrom day one to business as usual.

Engagements are priced as a fixed fee or a monthly retainer. We do not take success fees on the sale or acquisition of businesses.

Be Ready Before Anyone Starts Asking Questions

Tell us briefly about your situation. Every inquiry is reviewed personally and answered within one business day.

Get in Touch

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