PRODUCT / SERVICE
Diligence
Acquisition Financial Review for SMB Buyers
Buying a small business and want a CPA’s perspective on the numbers before you close? I help self-funded searchers and acquisition entrepreneurs understand what the business is actually earning, what assumptions deserve a closer look, and what the financial picture may look like after debt service and ownership transition. I can help review: -P&Ls, balance sheets and tax returns -Normalized SDE / EBITDA -Seller add-backs -Working-capital requirements -Cash flow and debt-service capacity -Financial trends, inconsistencies and questions to raise with the seller -Post-close financial planning My background includes public accounting, business advisory andprivate-industry controllership, so I approach deals from both the CPA side and the operator’s side. If you’re under LOI or seriously evaluating a business, message me with a quick overview of the deal. I’m happy to tell you what I’d want to review first and whether a deeper financial review makes sense.
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