For investors acquiring a business.
Buying a business means committing capital on incomplete information. We help you understand what you're really buying, get the lender comfortable, and run the business well after close.
Who this is for
Buyers who need a clear read on the numbers.
- Search fund and first-time acquisition entrepreneurs
- Independent sponsors and family offices
- Small private equity teams
- Owners making add-on acquisitions
The questions every buyer is asking.
Usually on a tight LOI timeline, with seller explanations you can't fully verify yet.
"Is the EBITDA real?"
How we help
We rebuild earnings from source documents and test every adjustment, not just the ones the seller lists.
Quality of Earnings"Are these add-backs supportable?"
How we help
Each add-back is tied to evidence or flagged, so you know what you're paying for.
Quality of Earnings"What's the right working capital peg?"
How we help
We measure what the business actually needs to run and support the peg used to true up the price.
Full QoE"Will the lender get comfortable?"
How we help
Normalized EBITDA and debt service coverage packaged the way lenders underwrite.
Bankability Advisory"Can this get done before exclusivity runs out?"
How we help
We scope around your LOI dates and hold an early findings call so issues surface in time to negotiate.
Transaction Support"Who runs finance on day one?"
How we help
Accounting, reporting, and a CFO lined up before close, so you're not rebuilding the books in month one.
Post-close supportWith you from LOI to the first year of ownership.
The same team that diligenced the business can help you run it. Nothing gets lost in the handoff.
- 1Before the LOI
A first read
A quick look at the financials to spot red flags before you commit to terms.
Transaction Support - 2LOI to close
Diligence
Targeted or full QoE, proof of cash, and working capital analysis.
Quality of Earnings - 3Financing
Lender package
The earnings story and coverage analysis your lender needs to approve the loan.
Bankability Advisory - 4After close
Run the business
Accounting, reporting, and CFO support from day one.
Accounting & CFO
Jackson CFO gave us the clarity we needed in due diligence and then guided us through the entire post-close setup. They built strong financial systems we could grow on, sharp, responsive, and incredibly easy to work with.
Jennifer Nicks
Ultra Coffeebar
Let's talk through the deal.
Share where you are in the process. We'll tell you what scope makes sense and what it will take to hit your dates.