No spin. If we’re not the right fit, we’ll tell you.

The report says what each problem means for the earnings and whether it can be fixed before close. If you want help with the fixes, we scope that as its own engagement, from deeper diligence on one issue to staying on as your CFO and operating partner. The report stands on its own, whichever you choose.

Advisory is two discussions a month: we bring senior judgment and review what your team prepares, and your team produces and executes. Strategic Advisory is two discussions a month, plus a review rhythm, and we maintain one workstream, such as a cash view. Embedded runs on a management cadence, weekly where agreed, with one or two workstreams per role and hands-on leadership within the agreed scope. Advisory runs from $2,500 a month, Strategic Advisory from $4,000 and Embedded from $7,500 a month and up, per partner role; one role or both. Duration and terms are set in the engagement letter.

Typically businesses with roughly $500K to $5M of EBITDA, as well as selected smaller owner-led companies when the scope fits. Diligence runs nationwide. Ongoing partnership work is in Indiana and about four hours around it.

It depends on the scope, and we count in business days from Day 1: the later of the last critical item on our request list and cleared payment, never from signing. Lite runs 10 to 15 business days, Core 10 to 20 and Full 15 to 25; the Red-Flag Review is dated at scoping. A rush, at an added fee, delivers inside 10 business days. Incomplete records are the most common reason a timeline slips. If you are on a shorter clock, say so up front and we will tell you whether we can hit it.

Deal services are fixed-fee, quoted as one fee in writing after a short scoping call. A Lite quality of earnings starts at $7,500, Core at $15,000 and Full at $25,000, sell-side or buy-side. A Red-Flag Review starts at $2,500. Lite and the Red-Flag Review are paid in full at signing; Core and Full are half at signing and half at delivery. No part of the fee moves with the findings or with whether the deal closes. Ongoing work is monthly and priced per role: Advisory from $2,500 a month, Strategic Advisory from $4,000 and Embedded from $7,500 and up, at the level and the roles you choose.

No. We work alongside them and do not broker or take listings. Financial analysis, operating support, legal work, accounting compliance and sale representation are different jobs.

We work for the party that engages us, and our conclusions do not depend on whether the deal closes. Four rules hold on every engagement: we take no fee from any lender; we take no stake in any deal where a third party or a lender relies on our diligence; on any deal we partner on, an independent firm writes the lender’s quality of earnings; and we never work both sides of a transaction. If a number does not hold up it goes in the report, including when that is inconvenient for the party paying us, and we show the add-backs we reject.

No. You can start with one fixed-fee deal service, such as a quality of earnings or an Exit Readiness Review, and stop there. If it makes sense to keep us on as your CFO and operating partner afterward, we can. If what you need is bookkeeping or steady-state back-office help, we will point you somewhere better.