PRODUCT / SERVICE
Diligence
Introducing ourselves: finance support for searchers, before and after close
Introducing ourselves: finance support for searchers, before and after close
Short introduction. We read here more than we post.
I run CFOLogic, a fractional CFO and FP&A firm. Most of our clients are owner-operated businesses doing $2M to $20M in revenue, and a growing share of them changed hands recently. We put up a page for that work: cfologic.com/acquisition-entrepreneurs
We sit at two points.
Before close. Earnings quality on sub-$20M deals. Real margins, owner add-backs, revenue concentration, working capital truth. Sources and uses, debt service projections, help with the 7(a) package. And a pressure test on the model: does it still cover debt in a slow quarter, before you sign the personal guarantee.
After close. Standing up the finance function you inherited but did not choose. Chart of accounts, banking, payroll, controls. Then running it. Monthly close, lender reporting with use-of-proceeds tracking, 13-week cash, DSCR tracked against the covenant floor.
Two things about how we work, because they affect what this costs you.
AI-first execution. Extraction, reconciliation and monitoring run through our own tooling, not through people. Navigator, our product, tracks DSCR against covenant floors and flags a breach before the quarter closes, builds the 13-week cash view, and generates covenant certificates. Our people spend their hours on judgment. Not on rekeying.
Hybridshore delivery. US-based senior leadership, delivery team in Pune trained to US standards. That is how a $3M business with fresh debt on it gets real CFO attention at a number that works.
Happy to answer a diligence question or look at a model without it becoming a sales call. redacted
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