PRODUCT / SERVICE
Accounting
AI-run back office for searchers: month-end close, KPIs and constraint reviews for a small stake
For searchers with a live LOI or a recent close.
What you get: an operations back office run by an AI team I direct, backed by 25 years running manufacturing and operations (P&Ls, plant floors, supply chains, turnarounds).
- Operations diligence before close: constraint-lens diagnostic, seller interview guide and a 100-day plan- Monthly close, done under your accountant's review- Weekly, monthly and quarterly KPI dashboards built for your business type- Constraint-lens reviews (Theory of Constraints) to find and lift the one bottleneck that limits cash flow
Terms: a monthly fee that covers our cost, plus a small equity stake (about 5%, vesting over 3–4 years) or a share of EBITDA growth. Pick the structure that fits your deal.
Diligence on its own is a one-time $2,500–$5,000 fee, or no fee if you keep us on after close, in which case it rolls into the stake. See our Diligence listing for details.
To be clear about what this is: the work is done by AI agents and supervised by me. We are not a CPA, tax or payroll firm, and your accountant stays the reviewer of record.
Sample deliverables and details: redactedMessage me here if you'd like to see the sample reports or talk through your deal.
What you get: an operations back office run by an AI team I direct, backed by 25 years running manufacturing and operations (P&Ls, plant floors, supply chains, turnarounds).
- Operations diligence before close: constraint-lens diagnostic, seller interview guide and a 100-day plan- Monthly close, done under your accountant's review- Weekly, monthly and quarterly KPI dashboards built for your business type- Constraint-lens reviews (Theory of Constraints) to find and lift the one bottleneck that limits cash flow
Terms: a monthly fee that covers our cost, plus a small equity stake (about 5%, vesting over 3–4 years) or a share of EBITDA growth. Pick the structure that fits your deal.
Diligence on its own is a one-time $2,500–$5,000 fee, or no fee if you keep us on after close, in which case it rolls into the stake. See our Diligence listing for details.
To be clear about what this is: the work is done by AI agents and supervised by me. We are not a CPA, tax or payroll firm, and your accountant stays the reviewer of record.
Sample deliverables and details: redactedMessage me here if you'd like to see the sample reports or talk through your deal.
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