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Transaction preparedness

Hands-on financial and accounting preparation

  • 30 minutes
  • Carmel Avenue

Service Description

Whether you are contemplating a sale of your company, taking on an investor or simply seeking an infusion to spur growth, we can help streamline the process and maximize the valuation. A due diligence process can be daunting and exhaustive, and if you are not adequately prepared to demonstrate true enterprise value through your financial statements and supporting documentation, you risk value erosion. We have participated and led hundreds of successful transactions, can anticipate what questions are going to arise, and will help you gather the necessary information prior to the diligence process. If there is a need for the financial statements to better capture your company's performance in accordance with Generally Accepted Accounting Principles or from a normalized EBITDA/Free Cash Flow perspective, we roll up our sleeves and do the heavy lifting to fulfill that need. The end result is a more institutional view of your company through a transaction lens, plus tools and metrics that will enhance management's or owners' ability to make timely, informed decisions about the business. While we bring the independent accountant's objectivity, technical experience, and a critical eye to a thorough analysis of your company's transaction preparedness from a financial perspective, we also form part of your team, and expect to have "skin in the game". We are only satisfied that our job is complete once you have realized the strategic alternative of your choosing.


Contact Details

  • 234 Carmel Avenue, Piedmont, CA, USA

    8327324602

    todd@escalateadv.com


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