PRODUCT / SERVICE
Accounting
Insight Consultants
Most owners find out their numbers won't hold up at the worst possible moment - mid-diligence, on a deadline, with a buyer's analyst asking questions that you can't answer without a deep dive.
The financials were good enough to run the business. They were never built to be inspected.
That's the work we do. We get a company's financial and operating data to a standard that survives outside examination, before the process starts rather than during it.
We ensure -
Clean books, reconciled, closed on a schedule. Revenue recognized consistently. Add-backs and normalizations documented, not improvised in a spreadsheet.
The operating metrics a buyer or investor will ask for - unit economics, retention and cohort behavior, customer or payer concentration, margin by line of business. These are built on your connected systems.
Numbers that tie. One version of the truth across the model, the deck, and the general ledger.
I work with owner-led companies preparing for a sale, and with post-Series B/C companies whose reporting hasn't caught up to what their board and their next round will demand.
If there's a transaction on your horizon, the right time to start is earlier than you think!
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